Solutions
The same operating system. Five very different back offices.
We don't sell a vertical product — we deploy a framework configured for the workflows that are actually costing you time. Here's what that looks like by industry.
Professional Services
Intake, conflicts, and billing that don't wait on a paralegal's calendar
Law firms, accounting practices, and consultancies run on documents and deadlines. The bottleneck usually isn't the expert work — it's everything around it.
- New-matter intake and conflict checks run automatically against your existing client database.
- First-draft document assembly from your own templates and precedent library, reviewed before it ever reaches a client.
- Time entry and billing narrative cleanup that partners actually approve without rewriting.
Illustrative outcome
Intake-to-engagement time
A mid-size firm running conflict checks and intake through a deployment like this typically cuts turnaround from days to hours, with every check logged for the file.
Illustrative outcome
Exception review load
Finance teams typically see a majority of low-risk reconciliation exceptions cleared automatically, with every flagged item routed to a human with full context attached.
Financial Operations
Reconciliation and reporting with a trail behind every figure
When a number is wrong, finance teams need to know exactly how it got that way. The agents we deploy work the reconciliation queue without becoming a black box themselves.
- Transaction matching and exception flagging across ledgers, with dollar-threshold approval gates you set.
- Month-end report drafting pulled directly from source systems, with citations back to the underlying entries.
- No agent moves money without a human approval step — that's a hard rule, not a setting you can accidentally disable.
Healthcare Administration
Scheduling and prior authorization, without touching clinical decisions
Administrative overhead is where healthcare back offices lose the most time — and where the data-handling stakes are highest. The agents we deploy stay firmly on the administrative side of that line.
- Appointment scheduling, rescheduling, and reminder coordination across multiple provider calendars.
- Prior authorization paperwork assembled and submitted, with denials routed to staff instead of silently dropped.
- Records requests logged and fulfilled against strict, policy-defined access boundaries.
Illustrative outcome
Prior-auth turnaround
Practices running prior authorization through a deployment like this typically see same-day submission on the majority of routine requests, freeing staff for the ones that need judgment.
Illustrative outcome
First notice of loss
Carriers running FNOL intake through a deployment like this typically route straightforward claims to determination the same day, with every decision traceable to policy.
Insurance & Claims
Claims intake and determination your compliance team can audit
Claims processing is a compliance-heavy workflow with a paper trail requirement baked in. That happens to be exactly what our framework is built around.
- First notice of loss intake, document collection, and completeness checks handled automatically.
- Straightforward claims drafted against policy language, with every determination cited to the clause it relied on.
- Anything above a dollar or complexity threshold routes straight to an adjuster — no exceptions.
Logistics & Distribution
Order exceptions handled around the clock, not just during business hours
Freight delays and inventory mismatches don't wait for your ops team to log back on. The agents we deploy work the exception queue continuously and escalate what actually needs a person.
- Carrier coordination and delay notifications sent automatically, with escalation for anything past SLA.
- Inventory reconciliation across warehouse systems, flagging mismatches instead of quietly adjusting counts.
- Order exception triage that sorts what can resolve itself from what needs dispatch on the phone.
Illustrative outcome
Off-hours exception coverage
Distribution teams typically resolve the majority of overnight order exceptions before the morning shift starts, with a full log waiting for review.