AI workflows for the specific work your team does every day.
FNOL intake. ACORD form processing. Bid extraction. Prior authorization. Blog drafting. Ambient meeting capture. Pick the workflow you need — we replace the manual labor and measure accuracy against the work product your team would have produced.
Three Ways We Help You Use AI Well
Different problems need different work. Start with the path that fits where you are stuck. Most clients come back for the other two later.
Get Your Team Set Up With AI
We pick the right tools for your team. We set them up. We get your data ready. We build the workflows your team will use every day. We train everyone to use them well. Best for businesses new to AI that want a strong start.
Make More Content Without Losing Your Voice
AI workflows that help you write more, film more, and brainstorm better. Research. Drafts. Video. Ambient meeting capture. We are honest about where AI helps and where you still drive. Best for marketing teams of 1 to 10.
Automate the Manual Document Work
Pipelines that pull data from documents and images. They check it against your rules. They push it into the systems your team already uses. Best for back-office work that takes too many hours.
Get Your Team Set Up With AI
Every business has knowledge work to do. Admin. Sales. Marketing. Accounting. Customer service. You used to have two options for this work. Hire more people. Or outsource it. There is a third option now. Set up AI from the start. So the work grows without more hires. We do this for dentist offices and 500-person companies. You don't need engineers on staff. You don't need a retainer after we leave.
AI Foundation Setup
Set up the right AI tools for your team. The right way. ChatGPT, Claude, Gemini, Copilot, or whichever fits your team. Logins, controls, billing caps, and clear rules so AI helps from day one.
Data Setup for AI
Get your documents, files, SOPs, and customer records ready so AI can find what it needs. So when your team asks a question, they get the right answer. Not a guess.
Custom AI Workflows for Your Team
Build 3 to 5 AI workflows for the boring parts of your team's day. Drafting replies. Summing up meetings. Building proposals. Pulling reports. Scheduling. We build them. Your team uses them.
Team AI Training & Adoption
Get your whole team using AI well. Not just a few people. Workshops, a prompt library built for your business, internal champions, and 90 days of weekly office hours.
AI Safe Use & Policy
A simple policy your team will actually follow. Audit logs of who is using what AI for what. Ready answers when your big customers ask "what AI do you use?"
Make More Content Without Losing Your Voice
AI doesn't write your content. It does the parts you hate. Hunting sources. Transcribing meetings. Pulling threads from your wiki. Drafting the boring 60 percent. So you can edit it into something you'd actually publish. We build the pipeline. You stay in the loop. This is not slop. Every workflow below is honest about where AI helps and where you still drive.
Content Research Agent
Source-cited briefs on any topic. 10 to 30 sources, claim by claim. Ready for your writer or your CMS.
Blog & Article Drafting
First-draft articles in your voice. Sources cited inline. Exported to your CMS. You write the brief. You set the voice. The workflow drafts. It never publishes.
Video Script & Storyboard Drafting
Script, shot list, B-roll list, draft thumbnail. Ready for the editor. Works with Descript, Final Cut, Premiere, or Frame.io.
AI Avatar Video Drafts
HeyGen and Higgsfield (or similar) avatar drafts for short-form social. YouTube Shorts, LinkedIn, TikTok, Reels.
Ambient Meeting → Content Ideas
Meeting transcripts plus your wiki plus your email. Turned into an idea backlog with sources attached. Nothing publishes. You pick what to write.
Automate the Manual Document Work
Pipelines that pull data from documents and images. They check it against your rules. They push it into the systems your team already uses. Browse by industry below, or jump straight to the workflow groups.
P&C Carriers & TPAs
FNOL, Acord, medical records, property estimates, demand packages, subrogation, SIU, CAT surge, workers-comp bill review.
Law Firms, ALSPs & In-House
Contract review, lease abstraction, M&A due diligence, eDiscovery, privilege review, covenant review, foreign-language review, patent prior art, regulatory submission, HSR filing prep.
Banks, Credit Unions, RIAs
KYC review, sanctions adjudication, SAR drafting, mortgage indexing, trade-finance review, UBO remediation, credit memos, wealth onboarding, disclosure review.
Providers, Payers, PBMs, TPAs
Prior auth, clinical denial appeals, HCC coding, HEDIS abstraction, CPT/ICD-10 coding, charge capture, pharmacy PA, DDS, WC medical review.
GCs, Subs, Owners
Plan takeoff, bid leveling, submittal log review, RFI processing, lien waivers, COI tracking, permits, PCAs, title review.
OEMs, CMs, QSRs
Visual inspection, FAI (AS9102), RMA disposition, supplier audits, mill cert review, calibration, NCR/8D/CAPA, equipment logs, safety, complaint-to-NCMR.
3PLs, Freight Forwarders
BOL extraction, freight audit, customs entries, HTS classification, ISF, drawback, D&D disputes, POD, hazmat, USMCA.
P&C Insurance Claims Operations
Each workflow follows the same shape. Ingest. Analyze. Push into the system of record. Built pages are linked. The rest route to a project conversation.
FNOL Intake
Email, fax, portal, Acord 1 → Guidewire, Duck Creek, Origami, Snapsheet.
Acord Form Processing
Acord 1, 25, 27, 125, 130 — extracted, validated, routed.
Medical Record Summarization
100–2,000 page packets → chronological treatment timelines + causation gaps.
Property Estimate Review
Xactimate, Symbility, Verisk 360Value — line-item review, supplemental flagging.
Demand Package Review
Attorney demand letters → claim valuation drivers, reserve recommendations.
Subrogation File Review
Closed-claim files → recoverable amount, SOL dates, comparative-negligence.
SIU Document Review
Fraud-flagged claims → timeline, ISO ClaimSearch, public records, recommendation.
CAT Claims Surge
Named-storm intake → triage, validate against pre-loss imagery, route.
WC Medical Bill Review
CMS-1500, UB-04 → fee-schedule compliance, duplicates, treatment-plan check.
Construction & Real Estate Document Operations
Preconstruction, project controls, and real estate transaction workflows.
Subcontractor Bid Extraction
Sub bids → trade-classified, scope-extracted, leveling sheet in Procore or Bluebeam.
Plan Takeoff & Quantity Surveying
Drawings + specs → Bluebeam, PlanSwift, On-Screen Takeoff, ProEst, Sage Estimating.
Submittal Log Review
Submittal pkg → spec compliance, deviations, design-team routing in Procore.
RFI Processing & Tracking
Sub RFI → scope-question vs. design-clarification routing in Procore or Autodesk.
Lien Waiver Tracking
Conditional / unconditional waivers → Textura, GCPay, Procore — gating pay-day.
COI Tracking & Verification
Coverage limits, additional-insured language, expirations validated against contract.
Building Permit Application Prep
Drawings + specs + calcs → jurisdictional submittal checklist for the permit portal.
Property Condition Assessment
PCA + Phase I → Argus, MRI, CoStar — building-systems RUL and reserve schedules.
Title Commitment & Survey Review
Schedule B-II exceptions, easement reconciliation, title-objection letter drafted.
HOA Document Review
CC&Rs, financials, minutes, reserve studies → buyer-counsel review memo.
Property Inspection Report Writing
Photos + voice notes → Spectora, HomeGauge, Tap Inspect — finished before site exit.
Law Firm, ALSP & In-House Document Operations
Routine commercial paper, deal-bound diligence, and litigation document workstreams.
Contract Review
Third-party paper vs. your playbook — clauses extracted, deviations flagged, redlines drafted.
Lease Abstraction
CRE leases + amendments → 80–150 fields indexed into MRI, Yardi, VTS, ProLease.
M&A Due Diligence Review
Data-room contracts triaged for change-of-control, MAC/MAE, indemnification — issues list in days.
eDiscovery First-Pass Review
Responsiveness, privilege, hot-doc tagging across 200K–5M documents in Relativity, Reveal, Everlaw.
Privilege Review & Privilege Log
Attorney-client and work-product determinations with metadata-ready privilege log generation.
Covenant Review
Credit agreements abstracted for financial covenants, baskets, EBITDA add-backs into Moody's CreditLens, nCino.
Foreign Language Review
Mandarin, Japanese, Korean, German, Portuguese, Arabic — responsiveness without full translation.
Patent Prior Art & Claim Charting
Element-by-element claim charts and invalidity contentions — anticipatory and obvious references.
Regulatory Submission Review
FDA, SEC, FINRA, FERC submissions — completeness, prior-submission consistency, CBI redaction.
HSR & Antitrust Filing Prep
Threshold analysis, item-by-item HSR form prep, 4(c)/4(d) document collection with privilege log.
Bank, Credit Union, RIA & Lender Document Operations
KYC, AML, mortgage operations, trade finance, UBO remediation, credit, wealth onboarding, and disclosure review.
KYC Document Review
CIP, CDD, EDD review — into Fenergo, Pega, NICE Actimize, Quantexa, or your CLM.
Sanctions & PEP Adjudication
L1/L2 alert review — name-similarity false positives parsed with audit-ready dispositions.
SAR Drafting & Filing
SAR narratives drafted from escalated alerts and transaction history — FinCEN-ready, filed via E-Filing.
Mortgage Loan File Indexing
200–400 page closed loan files classified per MISMO into Encompass, Black Knight Empower, DocVelocity.
Trade Finance Document Review
LCs, BLs, invoices, certificates of origin — UCP 600 compliance check and discrepancy-letter drafting.
Beneficial Ownership Remediation
FinCEN CTA, BOI reports, and global UBO rules — ownership chain reconstruction across layered entities.
Credit Memo Drafting
Audited financials, tax returns, cash flow → Moody's CreditLens, nCino. Ratios, covenants, narrative.
Wealth Management Onboarding
New-account application, W-9 / W-8BEN, advisory agreement, suitability — into Pershing, Schwab, Fidelity IWS.
Disclosure Document Review
Reg Z, RESPA, TRID, Reg E review — APR-tolerance, fee-bucket, and timing-rule compliance.
OEM, Contract Manufacturer & QSR Document Operations
Quality, operations, and reliability document workflows.
Visual Quality Inspection
Defect classification at line speed. SPC charts that update before the shift ends.
FAI Report Generation (AS9102)
CMM measurements, GD&T, balloon drawings → AS9102 Forms 1/2/3 in hours.
RMA Disposition
Customer photos / complaints → repair / replace / scrap recommendation, NCMR drafted into ERP.
Supplier Quality Audit Review
Audit responses + ISO 9001 / IATF 16949 evidence → SCAR, supplier scorecard, APR status.
Receiving Inspection & Mill Cert
Mill certs, certs of conformance → ERP receiving record with heat-number traceability.
Calibration Certificate Processing
Calibration certs → GAGEtrak, IndySoft, ProCal — with NIST chain validation and out-of-tol recall alerts.
NCR / 8D / CAPA Processing
8D reports drafted from NCR — root cause, containment, corrective action — into MasterControl, ETQ, IQS.
Equipment Maintenance Review
PM logs, work orders, vibration / oil analysis → predictive work-order generation in Maximo, Fiix, UpKeep.
Safety Incident Processing
Incident narratives, photos, witness statements → OSHA 300/300A determination and EHS record.
Customer Complaint to NCMR
Complaint intake → MDR-reportability call, recall-risk screen, eMDR submission to FDA.
3PL, Freight Forwarder, Customs Broker & Importer Document Operations
Logistics, customs, freight audit, and trade-compliance workflows.
BOL Data Extraction & TMS Entry
BOL extraction → MercuryGate, Oracle TMS, Blue Yonder, Manhattan Active, McLeod LoadMaster.
Freight Bill Audit
Carrier invoices line-by-line audited against contract rates, fuel surcharge, accessorials.
Customs Entry Preparation
Entry Summary 7501 — HTS classified, valuation determined → ABI/ACE filing for licensed broker review.
HTS Classification
Product specs → HTSUS classification with GRI application, prior CBP ruling search.
ISF (10+2) Preparation
Importer Security Filing — extracted from PO, supplier invoice, vessel schedule — ACE-filed before lading.
Duty Drawback Claim Preparation
Imports matched to exports per substitution / unused-merchandise rules — TFTEA drawback via ACE.
Detention & Demurrage Tracking
Container event data → FMC-reasonableness analysis and dispute-letter draft.
POD Processing & Dispute Resolution
Signed PODs, manifests → OS&D categorization and freight-claim-letter draft.
Hazmat / DG Declaration Validation
Shipper's declaration → 49 CFR / IATA DGR / IMDG validation. Bad paperwork stops before the carrier.
USMCA / FTA Certificate of Origin
BOM + supplier origin → tariff-shift, RVC, de-minimis analysis. USMCA certificate in hours.
Provider, Payer, PBM & TPA Document Operations
Clinical, coding, quality, pharmacy, and disability workflows.
Prior Authorization
Physician orders + clinical notes → InterQual / MCG match, payer-portal submission, status tracking.
Clinical Denial Appeal
Denial letters and medical records → payer-policy-cited appeal letters with evidence chronology.
HCC Coding Review
Progress notes, discharge summaries → HCC capture per MEAT criteria. Submission to CMS RAPS/EDS.
HEDIS / Stars Chart Abstraction
EMR access + measure specs → A1c, BP, screening dates abstracted per HEDIS technical specs.
Inpatient / Outpatient Coding
H&P, op reports, discharge summaries → CPT, ICD-10, MS-DRG. AAPC / AHIMA-aligned coding.
Charge Capture & Reconciliation
Charge tickets, EMR docs, supply utilization → undocumented / late / missed charges identified.
Pharmacy Prior Authorization
Prescription, patient history, formulary → PBM PA submission via Surescripts CompletEPA.
Disability Determination
SSDI / SSI medical evidence → SSA Listings or RFC assessment, decision rationale drafted.
Workers' Comp Medical Review
Injury reports, IME → causation, ODG / ACOEM compliance, MMI determination, impairment rating.
How Document Workflows Work
For the document and image workflows above, the path is the same. Five steps. Every one logged. Every one reversible if your confidence threshold is not met.
The Hedges That Keep This Credible
Two Ways to Start
Take the AI assessment for a structured read on where AI fits your business. Or send us the path you want to start on. We will come back with a plan in 5 business days.