Case Studies

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Outcomes, not demos

AP automation auto-posts 72% of invoices to QuickBooks

Document Automation · Accounting

Outsourced bookkeeping firm — ~180 SMB clients, ~12,000 invoices/month

AP automation auto-posts 72% of invoices to QuickBooks

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Bookkeeping firm scales clients per FTE by 50%

Agentic Workflows · Accounting

Outsourced bookkeeping practice — ~40 staff, 220 SMB clients across QBO + Xero

Bookkeeping firm scales clients per FTE by 50%

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Independent eval sprint on a third-party AI bookkeeper

Evaluations & Observability · Accounting

Outsourced bookkeeping firm — ~40 staff, agent built by another vendor 9 months earlier

Independent eval sprint on a third-party AI bookkeeper

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Eval module catches a silent model regression in 48 hours

Evaluations & Observability · Insurance

Commercial-lines insurance brokerage — Applied Epic shop, ~140 staff

Eval module catches a silent model regression in 48 hours

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MCP governance audit hardens a third-party agent platform

MCP Server Consulting · Insurance

Mid-market insurance brokerage — ~200 employees, vendor-built agent platform

MCP governance audit hardens a third-party agent platform

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Brokerage cuts submission turnaround 75%

Agentic Workflows · Insurance

Independent commercial-lines brokerage — ~140 staff, 6 offices, $40M+ premium, Applied Epic

Brokerage cuts submission turnaround 75%

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Custom MCP server unlocks a 15-year-old on-prem ERP

MCP Server Consulting · Construction

Mid-market commercial contractor — ~$60M annual revenue, legacy industry-specific ERP

Custom MCP server unlocks a 15-year-old on-prem ERP

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MCP server becomes the firewall between PMS and AI vendors

MCP Server Consulting · Dental

Mid-market dental DSO — 12 locations, shared cloud-hosted practice management

MCP server becomes the firewall between PMS and AI vendors

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Weekly red-team holds dental voice agent at zero emergency misroutes

Evaluations & Observability · Dental

Three-location dental DSO — extending the voice agent we built

Weekly red-team holds dental voice agent at zero emergency misroutes

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Dental DSO consolidates front desk overnight

Voice AI · Dental

Three-location dental group — ~28 chairs, Dentrix Ascend, ~$5.5M collections

Dental DSO consolidates front desk overnight

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HVAC operator books 25% of after-hours callers

Voice AI · Home Services

Independent HVAC + plumbing — single location, ~$4M revenue, 14 techs, ServiceTitan

HVAC operator books 25% of after-hours callers

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ACORD extraction absorbs 14% volume increase with no new hires

Document Automation · Insurance

Wholesale insurance brokerage — ~600 submissions/month, Applied Epic, trucking + contractors + habitational

ACORD extraction absorbs 14% volume increase with no new hires

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Discovery packet intake cuts paralegal time per matter to 75 minutes

Document Automation · Legal

Mid-market plaintiff's firm — ~50 attorneys, Clio Manage + iManage, ~200 matters/month

Discovery packet intake cuts paralegal time per matter to 75 minutes

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Law firm cuts matter intake from days to hours

Agentic Workflows · Legal

~90-lawyer regional firm — 4 practice groups, Clio Manage + iManage

Law firm cuts matter intake from days to hours

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HOA management firm automates 280 board packets a month

Agentic Workflows · Property Management

Property management firm — ~280 HOAs, ~1,400 multifamily doors, AppFolio

HOA management firm automates 280 board packets a month

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Lease abstraction cuts acquisition onboarding from 3 weeks to 4 days

Document Automation · Property Management

Property management firm — ~1,800 multifamily doors, 7 properties, AppFolio

Lease abstraction cuts acquisition onboarding from 3 weeks to 4 days

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Restaurant group answers 99% of reservation calls

Voice AI · Hospitality

Two-location upscale restaurant group — ~250 covers/night, Toast POS + OpenTable

Restaurant group answers 99% of reservation calls

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Vet clinic adds after-hours triage with zero misroutes

Voice AI · Veterinary

Independent small-animal veterinary clinic — 4 doctors, ~$3.2M revenue, ezyVet

Vet clinic adds after-hours triage with zero misroutes

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