SERVICES
Capacity where the business already feels pressure.
We work with law, accounting and consulting firms of any size, and with other service businesses. We fit the work to the size of each firm and define which mix of documentation, training, automation, agents or internal systems adds capacity without complicating the team.
SERVICE INDEX
Eight ways to recover capacity.
Alone or combined, depending on where the bottleneck is. Tap one to see the detail.
WHAT WE CAN BUILD
A route defined by diagnosis, not packages.
01
Operational capacity diagnosis
Clarifies where capacity is lost before investing in tools, AI or development.
- For whom
- Companies where every new client adds pressure on the owner or key people.
- Outcome
- A clear read of what to solve first and the proportional next step: document, train, automate or build.
- Criterion
- Priority comes from operational evidence, not trendy software.
02
Expert knowledge systematization
We turn key people's criteria, decisions and frequent answers into assets the team reuses.
- For whom
- Teams where the work depends on one or two people, loose notes and repeated explanations.
- Outcome
- Less dependence on human memory and a reliable base to delegate, train or automate.
- Criterion
- What the business can't explain can't be automated well; capture the criteria first.
03
Automation & internal AI assistants
Reduces repetitive tasks and prepares work without losing human control over important decisions.
- For whom
- Teams with frequent inquiries, weak follow-up, manual classification or scattered information.
- Outcome
- Less repeated manual work, better traceability and more consistency when preparing, replying and following up.
- Criterion
- AI prepares and organizes; sensitive decisions keep human review.
04
Managed AI instances
A dedicated environment that works with the business's processes, documents, memory and rules.
- For whom
- Companies that need continuity, roles and a more serious AI layer than a generic chat.
- Outcome
- AI prepares information, detects gaps and keeps order; the team decides.
- Criterion
- Powerful, but not always first: if training or a pilot is enough, that's what we recommend.
05
Digital intake and follow-up
Your digital presence as a clear door to conversations and follow-up, when today it loses context.
- For whom
- Companies that need a professional entry point connected to sales or operations.
- Outcome
- An entry point that explains the offer, guides the next step and avoids repeated conversations.
- Criterion
- Web is recommended when it helps the flow; not every diagnosis ends in a new website.
06
Practical training and adoption
We train the team to use tools, automations and agents with judgment and clear limits.
- For whom
- Companies that already have tools or want to adopt AI, but need habits and concrete cases.
- Outcome
- A team that uses AI correctly, protects sensitive information and knows when to escalate to a person.
- Criterion
- Adoption matters as much as the tool; without real use, capacity doesn't multiply.
07
Digital systems for operations and follow-up
Information, decisions and tasks organized so follow-up doesn't depend on memory or lost chats.
- For whom
- Teams that need traceability across prospects, clients, approvals and deliverables.
- Outcome
- Knowing what came in, who replies, what's pending and what needs human approval.
- Criterion
- The structure adapts to the team's real pace, with clear responsibilities.
08
Continuous capacity optimization
We improve existing flows when tools are already there but the overload continues.
- For whom
- Businesses with friction, duplication or slow replies despite current tools.
- Outcome
- Simpler processes, fewer repeated steps and an operation that's easier to delegate and audit.
- Criterion
- First we keep what works; then we adjust what creates friction or risk.
MINI-DIAGNOSIS
Where is capacity being lost?
Answer five questions and detect whether the bottleneck is in follow-up, knowledge, key people or repetitive work.
FREQUENTLY ASKED QUESTIONS
About the services, in short.
What services does Luma Solutions offer?
Eight services grouped in four fronts: operational capacity diagnosis, systematization and documentation of expert knowledge (with team training), automation and AI agents (WhatsApp, email, documents, meetings) and digital systems for operations and follow-up (dashboards and internal tools). All start from the diagnosis and are implemented with human review.
How much does it cost to work with Luma?
It depends on the scope the diagnosis defines. The 25-question diagnosis is free. After that, every proposal has clear scope, priorities and owners, and the proportional step is recommended: documenting and training often costs less and returns more than automating everything at once. More detail in how much automation costs in a service SMB.
Which processes should be automated first?
The ones that repeat with a clear rule and today depend on someone's memory: conversation and task follow-up, message triage, payment reminders, meeting minutes and document preparation. Anything that requires judgment gets documented first and automated later. Read which processes to automate first.
Do you automate WhatsApp?
Yes, with human review: message triage and first reply, follow-up of open conversations, reminders and escalation to a person when judgment is needed. The goal is not a bot that answers everything, but that nobody is left without a reply or follow-up. Read how to automate WhatsApp without losing the human tone.
What is an internal AI assistant and what does it need to work?
It is an agent that answers the team's questions using the company's documents: procedures, criteria, templates and policies. It needs an organized, up-to-date knowledge base, rules for when to answer and when to hand off, and human review of what it produces. Read which documents an internal AI assistant needs.
Do you work with companies outside Costa Rica?
Yes. Luma is based in San José, Costa Rica and works with service businesses across Latin America, in Spanish and English. The diagnosis and most of the work happen online; the first step is always the free diagnosis (in Spanish).
NEXT STEP
Bring the bottleneck that limits your capacity.
With the diagnosis we define a proportional route: what to document, what to automate and what not to build yet.
Take the free diagnosis