Systems in production. Numbers we can defend.

Front-desk staff spent 60% of their time on paper intake, insurance verification and appointment routing — creating 40+ minute wait times and burning out the team.

Deployed a voice AI intake agent integrated with the EHR, plus an automated triage workflow that scored each patient interaction and routed to the right specialist queue.

Dispatch team drowned in 800+ daily shipment exceptions across 14 carriers, each requiring judgment and manual follow-up.

Custom AI classification pipeline that reads exception events, decides remediation, and executes carrier-specific workflows automatically — with human escalation only for edge cases.

Onboarding a new client required 6–9 days of manual document processing — statements, KYC, custody forms — with strict regulatory review.

A private document AI pipeline with role-based review queues, full audit trail and compliant handoff to the client relationship team.

A high-volume brokerage was losing 30%+ of after-hours leads because there was no one to respond and qualify them in time.

A conversational agent trained on their listings, integrated with the CRM and calendar — qualifying every inbound lead and booking showings the moment they came in.