AI systems that run real workflows

We connect your customers, your team, your data, and the tools that already run your business. Built for legal, retail and SaaS.

Integration

Integrated, not bolted on

We connect directly into your helpdesk, CRM, billing and docs, so the AI works inside your real stack rather than beside it.

Control

Controlled by design

Clear automation boundaries, source grounded answers, and escalation logic for sensitive or regulated requests.

Outcomes

Measurable outcomes

Every system ties to a number: deflection, response time, conversion, churn risk or hours saved.

Delivery

Practical and iterative

We launch focused pilots, prove value, then improve with live usage data instead of betting on a big rollout.

We do not just add a chatbot. We build the connective layer between your customers, your team, your data, and the systems that run your business.

The real reason AI fails

Standalone AI widgets break in real operations.

Bolted on

A chatbot dropped on the site, disconnected from your tools

Edge cases

Unclear questions, missing data, permissions, escalations

Abandoned

Wrong answers, no handoff, no system of record updated

AI fails when it is treated like a standalone widget. Real businesses need systems that understand their data, permissions, escalation paths and edge cases, and that connect to the tools they already run on.

Our approach

We build the connective layer.

We start with your workflow, set clear automation boundaries, and ground every answer in your approved documents and live business data. Then we wire it into the tools your team already uses.

01Map the real workflow first
02Ground answers in your data
03Escalate or route the edge cases
04Act across your connected tools

What we build

Not a chat widget. Integrated systems that read and write across your tools, escalate to your team, and turn conversations into action.

SaaS support and CRMIllustrative example

A trial account cannot connect billing, two days before the trial ends.

Typical chatbot

Thanks for reaching out. Here is our help doc on integrations.

Our system

Pulled their Stripe and Mixpanel data. The integration failed on a permissions scope, and they have not hit activation. Answered with the exact fix, summarized the ticket into HubSpot, flagged the account as churn risk, and created a follow up task for their CSM before the trial ends.

Legal intake that qualifies, collects and files

Qualify the matter, request documents, send the engagement letter, create the matter in Clio, then queue it for staff approval.

Explore

Retail answers grounded in your catalog

Sizing from the live catalog, order status from Shopify and ShipStation, recurring complaints surfaced to the owner.

Explore

Knowledge assistants your team can trust

Answers grounded in approved documents, with references, confidence and a clean escalation path.

Explore

Workflow automation across your stack

Read and write across helpdesk, CRM, billing and docs so records stay in sync without manual cleanup.

Explore

How we implement AI

We start with how your team actually works, not with a model. Tool selection comes after we understand the real process, the data, and where automation should stop.

Business workflow discovery before tool selection
Clear automation boundaries the AI must respect
Identify which steps should stay human
Define success metrics up front
Inside the system

Every answer runs through a controlled pipeline.

Validation, routing, retrieval from your systems, execution, synthesis and a supervisor check. Not one model call and hope.

User Query...
Security & Validation
Safe
Planning & Routing
Route
IN
?
AI
→
Data Integration
Data
DB
API
KB
CRM
INV
LOG
Tools & Execution
Exec
Query
Search
Process
Filter
Format
Response Synthesis
Merge
Supervisor & QA
Check
😊Customer Satisfied
API

From workflow audit to systems that run

No black boxes and no rip and replace. We start with a focused audit, prove value on one real workflow, then scale across your team.

Week 0Free

AI workflow audit

We map where automation can cut manual work, speed up response times, and create measurable ROI across your current tools.

  • Recorded audit session
  • Ranked automation opportunities
  • Integration feasibility notes
  • ROI projection and pilot roadmap
Weeks 1 to 4Custom

Build and integrate

We build and connect one high impact workflow end to end, grounded in your data and wired into your stack, with human review where it matters.

  • One live workflow in production
  • Integrations to your existing tools
  • Human review and escalation flows
  • Performance dashboard and source code
Weeks 5 to 16Custom

Scale across use cases

Expand from one proven workflow to a connected system across support, CRM, knowledge and operations, with governance and analytics built in.

  • Connected system across workflows
  • Permission aware access and audit trails
  • AI usage policy and team training
  • Ongoing tuning with real usage data

Most clients start with a single workflow pilot. Low risk, high signal, and a real result before you scale.

Researched depth in seven industries

We go deep rather than wide. Each of these has its own researched pain points, cited figures and workflows written out end to end, so we already understand your tools and your edge cases before the first call.

Legal and law firms

Explore

Legal work is document heavy, deadline driven and confidentiality bound. The constraint is rarely legal skill. It is that intake, status updates and document collection all land on people who are already billing.

Clio, MyCase, Smokeball, PracticePanther, LEAP

  • Intake and qualification that runs at 9pm on a Sunday
  • Matter specific document collection
  • Internal knowledge search across prior work

Retail and ecommerce

Explore

Retail support is dominated by three questions: where is my order, will it fit, and can I send it back. Answer the second one properly and the third one shrinks.

Shopify, WooCommerce, BigCommerce, Shopify POS, Square

  • Fit and product guidance from the live catalog
  • Order, shipping and returns self service
  • Returns handled proactively

SaaS

Explore

Support, activation and churn are the same problem viewed at different moments. The signals are already in your helpdesk, product analytics and billing system. They are just not connected.

Intercom, Zendesk, Freshdesk, Help Scout, Front

  • Support agents grounded in your docs and changelog
  • Triage, tagging, routing and summaries
  • Activation assistants for trials

Healthcare and providers

Explore

Clinicians did not train for data entry, and the documentation load is now the single largest predictor of burnout. The work is real, it is required, and almost none of it needs a clinical licence to complete.

Epic, Cerner, athenahealth, eClinicalWorks, NextGen

  • Prior authorisation packet assembly
  • Documentation support grounded in the record
  • Referral intake and triage

FinTech and financial services

Explore

You cannot loosen the controls and you should not want to. What you can do is stop spending most of your compliance capacity on alerts that were never going to be anything, and stop losing good customers to an onboarding flow that treats them like suspects.

Stripe, Adyen, Marqeta, Modern Treasury, Core banking APIs

  • Onboarding document handling that fails gracefully
  • Alert triage with a written evidence trail
  • Dispute intake and classification

Logistics and freight

Explore

When everything moves as planned, nobody needs to be involved. The entire operational cost of a freight business sits in the shipments that do not, and in the phone calls asking about them.

Descartes, project44, FourKites, MercuryGate, Shipwell

  • Proactive exception detection
  • Track and trace answered from live systems
  • Document extraction and cross checking

Real estate and property

Explore

Two businesses share one industry. Brokerage loses deals in the first five minutes after an enquiry. Property management loses margin in a maintenance queue nobody can staff. Both are response time problems, and both are fixable.

Follow Up Boss, kvCORE, HubSpot, Salesforce, Portal feeds

  • Instant enquiry response and qualification
  • Follow up that actually happens
  • Maintenance triage against property history

We connect to the tools your team already uses

CRM and helpdesk

  • HubSpot
  • Salesforce
  • Zendesk
  • Intercom
  • Freshdesk
  • Gorgias

Retail and ecommerce

  • Shopify
  • WooCommerce
  • NetSuite
  • Klaviyo
  • ShipStation
  • Stripe

Legal and documents

  • Clio
  • MyCase
  • Lawmatics
  • NetDocuments
  • iManage
  • DocuSign

Automation and data

  • Zapier
  • Make
  • n8n
  • Power Automate
  • Webhooks
  • Custom APIs
Your existing stack

We build where your data already lives

Most engagements land on infrastructure you already run. We fit into it rather than asking you to move, and the integration layer is usually where the timeline actually goes.

Cloud and data

  • AWS
  • Azure
  • Google Cloud
  • Databricks
  • Snowflake
  • Kubernetes

Models

  • Anthropic Claude
  • OpenAI
  • Google Gemini
  • Open weight models
  • Self hosted

Helpdesk and CRM

  • Zendesk
  • Intercom
  • Gorgias
  • HubSpot
  • Salesforce
  • Freshdesk

Business systems

  • Shopify
  • Stripe
  • NetSuite
  • SharePoint
  • Clio
  • Jira

Put AI to work across your real workflows

Book a 30 minute AI workflow audit. No sales pitch. We map where automation can cut manual work, speed up response times, and create measurable ROI across the tools you already use.

Pilot first and low risk. NDA available. We reply within 24 hours.