Line drawing of a briefcase
B2B Services

Your company should not run on workarounds

We run IT for agencies, consultancies, and professional services firms. We also build AI and automation into the client work your team delivers.

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What we cover

the tech/it that a B2B services firm runs on

Tech that holds up in front of clients

When a client is on the call, a laptop that won’t connect is a credibility problem. We run devices, help desk, and onboarding so your team shows up ready.

Security before the client asks

Security questionnaires, insurance requirements, and enterprise procurement all want documented policies, MFA, and evidence. We put those in place so the paperwork is ready when the deal needs it.

AI/automation to improve client work

Timesheets, status reports, and data moved by hand between systems eat hours your team could bill. We build AI and automation for that work so more of the week goes to thinking and client work.

how we help

How we work with services firms

Managed IT

Launch

Ninety days to get the environment documented, the identity platform cleaned up, devices managed, and the security baseline in place.

Managed IT

Workforce+

The ongoing function. A real help desk, device management, onboarding and offboarding, and someone accountable when something breaks mid-pitch.

Managed AI

AI Strategy Sprint

Three weeks to find which process work is worth automating, what it would return, and a priced plan to build it.

A baby resting on a cream pillow, Coterie product photo

Five years, fully remote to hybrid, no drop in coverage

Coterie brought Lerner in to support a national team through rapid headcount growth and an evolving office footprint. Process and policy development, cybersecurity compliance, device management, 24/7 help desk, provisioning, on and offboarding, and shipping and receiving. Five years on, we're still the IT function.

5+ years
as IT partner
National
distributed team supported
Remote to hybrid
transition managed without disruption