AI document workflows, intake, advisory and reporting solutions for firms that bill by expertise.
“Hire three more accountants without hiring anyone”
A unified workflow for specifications, RFP responses, code research, and submittals. AI extracts data from incoming documents, gen…
“Stop calculating estimates at 9 PM. Clients book and pay while you sleep.”
Engineering Workflow OS integrates calculations, RFPs, compliance checks, and project staffing into a single process. Documents in…
Your recruiters accomplish in 60 hours/week what AI does in 6. Pay for each screening conducted, not for the recruiter's position.
“You are losing 15% of your book annually because no one called the policyholder. AI calls everyone — three times.”
“PI calls don't wait until 9 AM. Our AI intake answers, qualifies, and schedules consultations — payment only for signed retainers.”
Patent Workflow OS — prior art search, claims drafting, office action responses with attorney confirmation. Document → OCR + AI ex…
“Client Retention OS for RIA - annual reviews, life event triggers, and referral requests automated.”
“Public Adjuster Claim Workflow OS — photos, scope, negotiations, supplements in one process.”
“Tax Prep Workflow OS - document collection, organization, review, and planning in one process.”
Run the 3-minute AI diagnosis — we'll tell you exactly which path fits and what happens next.
