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Operational capacity diagnosis
We review where capacity is lost: follow-up, undocumented knowledge and repeated tasks.
Operations and AI for service firms
Organize operations before adding AI.
Luma helps law, accounting and consulting firms of any size multiply their operational capacity. We fit the work to the size of each firm: we document processes, automate follow-up and use AI where there is already order. AI prepares the work; your team decides.
USE CASES
Systems that multiply capacity, not tools looking for a problem.
A service company's most valuable asset is usually trapped in a few heads. We turn it into processes, living documents, automations and agents that prepare work and follow up, without replacing human judgment.
MANAGED INSTANCE
Your day starts with the work already prepared.
Your team decides. The instance prepares, organizes, and follows up.
See the use cases- The morning brief: priorities, pending items, and alerts in one summary.
- Leads and messages organized, with full context and a suggested reply.
- Meetings and documents turned into tasks, summaries, and drafts.
Nothing goes out without a person reviewing it.
Leads
Client intake
Follow-up
Documents
Knowledge
Meetings
Operations
SERVICES
Capacity where the business already feels pressure.
We don't start with the tool. We locate where capacity is lost and choose the proportional move: document, train, automate or build.
Automation & AI agents
Assistants that prepare work and keep criteria consistent, under human review.
Digital follow-up systems
Intake points and panels so nothing gets lost between chats, email and memory.
Knowledge systematization
Key people's criteria and ways of working turned into reusable assets.
DIAGNOSIS
First we diagnose. Then we recommend.
25 questions, 5 minutes, a clear read by area. If there's real friction, the deep exploration designs the route.
No sensitive data. It's a free initial read, not a replacement for a deep exploration.
Take the free diagnosisOUR APPROACH
Strategy. Design. Execution. With integrity.
We work in order: understand, prioritize, design, implement and adjust with real use.
Learn the approach
01
Read signals
We identify patterns, friction, and points where information or follow-up gets lost.
02
Set the priority
We separate symptoms from causes to choose the first move with the most value.
03
Design the system
We turn the priority into a clear workflow, message, or tool structure.
04
Build and adjust
We build carefully and adjust based on what the business needs to sustain.
THE JUDGMENT BEHIND LUMA
Business, operations and AI in the same conversation.
Most AI experts understand the technology. Most consultants understand the business. Luma works at the intersection.
Behind it: practical judgment and 14 years of prior experience at McKinsey & Company as Solutions Design Leader. Luma is an independent company.
Prior professional experience contexts for the founder. They do not imply a current partnership, sponsorship, or commercial endorsement of Luma Solutions.
FREQUENTLY ASKED QUESTIONS
What people ask before starting.
What is Luma Solutions?
Luma Solutions is an independent operations and AI consultancy based in San José, Costa Rica. It works with knowledge-based service businesses (consultancies, law and accounting firms, clinics, real estate, agencies) to turn expert judgment, processes and follow-up into systems: documentation, workflow automation, AI agents and internal tools, always with human review. It serves Costa Rica and Latin America, in Spanish and English.
What kind of company is it for?
For service businesses where the work depends on the judgment of a few people: the owner answers everything, knowledge lives in heads and chats, and follow-up gets lost between WhatsApp, email and spreadsheets. If growth already adds chaos, the first step is the free 25-question diagnosis (in Spanish).
What does the free diagnosis include?
It is a 25-question questionnaire answered in your browser in about five minutes, with no data required. It reviews six areas (priorities and decisions, work and quality, knowledge and dependency, clients and delivery, money and obligations, tools) and returns a score, a traffic-light read per area and a suggested first step. It is Luma's only free diagnosis; the follow-up conversation with Esteban happens only if you want it.
How is Luma different from an automation agency or a software vendor?
Luma does not sell a tool or closed packages. It first diagnoses where capacity is lost and then recommends what is proportional: sometimes documenting and training, sometimes automating one specific workflow, sometimes building an agent or an internal system. Behind it is the judgment of Esteban Jiménez, with 14 years of prior experience at McKinsey & Company as Solutions Design Leader. See the approach.
LET'S TALK
If growth already adds chaos, let's start by finding where capacity is lost.
With a few lines of context we understand which part of the operation is saturated and what the responsible next step would be.
Take the free diagnosis