The ROI of your own AI.

The problem

Chipped-tooth and new-patient calls kept hitting voicemail during hygienist procedures. The office manager at each location would get to voicemails at end of day — by then half the callers had booked elsewhere.

What we built

Agent catches voicemails inside 3 minutes, extracts urgency and insurance, finds the next in-network restorative slot across all four locations, and texts the patient back with two options to confirm.

The problem

Support queue was 60% 'where is my order?' tickets. Each took 3–4 minutes of a human looking up tracking, writing a reply, closing the loop. CX was drowning — and churn was climbing.

What we built

Agent reads every ticket, pulls Shopify + carrier data, auto-resolves anything inside policy, issues reships for 'left at door · no photo' delivery disputes, drafts the apology, closes the loop.

The problem

Month-end billing was eating two full days of attorney and paralegal time. Entries scattered across Clio, email, personal notes. Duplicates and missing narratives caught in the invoice-generation step, not before.

What we built

Agent pulls every time entry, flags the 9+ duplicates per month, requests narratives on anything over 8 hours, and drafts clean per-matter invoices ready for attorney sign-off.

The problem

Tenant maintenance requests sat in the portal while the manager chased vendors by text. Average 'request received → vendor scheduled' time was 4+ hours. Tenants texting twice. Owners frustrated by delays.

What we built

Agent reads every request, opens the work order in Buildium, requests a quote from the vendor list in rank order, texts the tenant the window, cc's the owner on approval — all before the manager picks up the phone.

The problem

Senior advisor was spending 3+ hours every Sunday prepping Monday-Tuesday client meetings — pulling portfolio reports, remembering prior concerns, drafting agendas. Weekends were gone.

What we built

Agent reads prior meeting notes, pulls fresh portfolio data from Orion, researches whatever the client flagged last time (529 options, specific holdings), drafts the agenda, and surfaces talking points.

The problem

Emergency calls hit the voicemail during heat waves. Dispatcher would call back at 2pm — customer already had another company's truck in the driveway. 5+ lost same-day jobs per week.

What we built

Agent catches voicemails inside 3 minutes, checks tech availability by zip, confirms the window via SMS, reoptimizes the route around the new job, creates the invoice shell.