AI & Automation · Beverly Hills
In short
Wealth managers, law practices, medical offices and luxury retailers in Beverly Hills run on relationships, and on hours lost to reporting, intake and re-keying that a well-built system should do quietly in the background.
Webizona builds AI and workflow automation for firms like yours: client reporting that assembles itself, intake that is complete before the first call, and back-office flows with a human review step where discretion matters.

What we automate
How it works
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Who you will talk to
Anubhav Munjaal
Founder, Webizona
Anubhav runs every engagement from the first call to handover. The team that scopes your automation is the team that builds and supports it.
How we work with Beverly Hills
Standards and references we work to
The audit takes one to two weeks. The first automation is usually live within 30 days of sign-off, measured against the baseline we capture during the audit.
The automation audit is a fixed $1,500 and is credited to the build. Builds typically run from $8,000 for a single workflow to $40,000 for multi-system automation; you get a fixed quote after the audit.
NDA by default, least-privilege access to your systems, no client data copied to our environment beyond what the automation needs, and documented access that you can revoke at any time.
You sign a US contract and receive US invoicing. Calls are covered 7–10am and 5–7pm Pacific, and every automation is documented and handed over so you are never dependent on us.
Whatever you already run: Salesforce, HubSpot, Clio, QuickBooks, Orion/Black Diamond, Google Workspace, Microsoft 365, Zapier/Make and custom APIs. No platform switch required.
A first automation typically goes live in two to six weeks; a programme covering several workflows runs three to six months. We sequence by hours saved so the first release pays for the next.
We reply within one business day, Pacific time, with a straight answer on whether automation will pay off, what it would cost and a realistic first step.