Selectedengagements.

Problem

A multi-location professional services firm sent every after-hours and overflow call to voicemail. Most callers never left a message — they called the next firm on the list, so new business leaked out the moment the front desk was busy or closed.

System built

A Voice AI receptionist answers around the clock, qualifies the caller, books straight into the scheduling system, and routes anything sensitive to a human. Any unanswered call triggers an automated text-back within seconds so the conversation continues by message.

Tools integrated

Problem

Inbound leads landed in a shared inbox and a form queue. Reps spent the first hours of every day triaging by hand, the best leads sat untouched until someone got to them, and slow first-response was costing deals.

System built

Every inbound lead is scored against the firm's ideal-customer criteria, enriched, and routed to the right rep with a Slack alert and a drafted first-touch reply for a human to approve. Unqualified leads are tagged and nurtured automatically instead of clogging the queue.

Tools integrated

Problem

An operations-heavy business kept its real procedures in people's heads and a sprawl of documents. Staff interrupted senior team members all day with 'how do we handle this' questions, and new hires took months to get up to speed.

System built

A private knowledge assistant trained only on approved SOPs, handbooks, and policy documents answers plain-English questions inside Slack — with citations back to the source so the team can verify every answer.

Tools integrated

Problem

Proposals took days to turn around and depended on a couple of senior people. Quality varied, the backlog grew, and deals cooled while prospects waited.

System built

A proposal assistant drafts a first pass from the deal brief, the CRM record, and approved templates. A salesperson reviews, adjusts, and sends — so the human stays in control of what reaches the client, without starting from a blank page.

Tools integrated

Problem

A compliance-sensitive team reviewed every contract and intake form by hand. It was slow, inconsistent across reviewers, and the occasional missed clause carried real risk.

System built

A document-analysis workflow reads incoming contracts and intake forms, extracts and summarizes key terms, flags anything outside policy for human attention, and keeps an audit trail of every AI-assisted step. People make the decisions; the system does the reading.

Tools integrated