Start a conversation When information arrives in emails, documents and disconnected applications, people become the connection between them. We build assistants and automation that turn those inputs into useful records, answers and actions, with review and exception handling designed into the workflow.
Relevant client work
Email and document content becomes a prepared Salesforce/Litify intake. The team reviews and corrects the record before deciding what happens next.
Explore the Legal intake workMicrosoft 365 to Salesforce/Litify. Deployed for client testing.
Extract relevant information from incoming material, check it against the destination system and prepare the next step for the people responsible.
Help users find information and complete defined actions across their applications. Set which sources and actions each assistant can access.
Turn a promising experiment into a workflow a team can use. Address identity, shared context, integrations, evaluation and ongoing ownership.
We map where information arrives, which system owns each record, what the assistant can change and where a person needs to intervene.
The result may be AI inside a product, an assistant alongside existing applications, conventional automation, or a combination.
Explore systems integrationThe scope identifies the workflow and integrations to deliver, the approved sources and actions, evaluation inputs and review points. Handoff includes the agreed configuration or code, test findings, failure handling and operating instructions. Your team approves access and names the people who resolve exceptions.
Set the baseline before implementation. Track the measures that matter to the workflow: task time, correction effort, successful record creation, exceptions and actual use. Agree what would justify expanding it.
Technology & AI
Architecture, system integration and engineering implementation. The engagement scope identifies the specialists and responsibilities for your project.
Bring one recurring task, representative inputs and the systems it touches. We will identify the useful first release and what needs to be resolved before implementation.