We identify the workflows eating your team's time and build AI systems that handle them autonomously — with proper oversight gates, audit logging, and the ability to hand back to a human when it matters.
There's a major difference between rule-based automation (if X then Y) and AI agent workflows. We build the latter: systems that can read context, handle variation, use tools, and make multi-step decisions — the way a capable employee would.
These aren't hypothetical — these are the implementations we've built across law firms, medical practices, professional services firms, and retail businesses.
Web form to CRM in seconds. AI extracts key information, qualifies the lead against your criteria, routes to the right team member, and sends a personalized acknowledgment — no one needs to touch it.
AI generates first drafts of contracts, proposals, letters, and reports from structured inputs or conversation transcripts. Reviewed by a human before sending — but 80% of the work is done.
AI reads incoming emails, classifies by type and urgency, drafts responses to routine inquiries, and flags the ones that need human judgment. Your inbox stops being a time sink.
Invoices, intake forms, contracts, insurance documents — AI reads them, extracts structured data, and pushes it into your CRM, ERP, or spreadsheet. No manual re-entry.
AI handles meeting scheduling, appointment confirmations, reminder sequences, and rescheduling workflows — integrating with your calendar and CRM automatically.
Trigger-based notifications to clients, vendors, or team members when milestones are hit, deadlines approach, or documents are ready — without manual follow-up.
We select the right tools for your specific use case — not the ones we know best. Here's our current production stack.
Our primary LLM backends for complex reasoning, document understanding, and content generation. We select based on your latency requirements, cost sensitivity, and task complexity.
Workflow orchestration platforms for connecting your tools, scheduling automation runs, handling triggers, and managing the flow of data between systems.
When your AI needs to reference your actual business knowledge — policy docs, past cases, product info — we build RAG systems that ground every response in your context.
We connect to virtually any system with an API — your practice management software, accounting platform, CRM, or industry-specific tools.
We map your current manual process step by step, baseline how much time it takes, and identify exactly where AI can take over versus where humans must stay involved.
We design the agent architecture, select the right LLM for the task, define the approval gates, and document the data flow before writing a single line of code.
We build, test with real examples, iterate on edge cases, and harden the error handling. You review outputs at each stage — nothing ships without your sign-off.
We deploy to production, train your team, hand over a documented runbook, and stay on for 30 days to tune and fix anything that needs it.