Whether it's a patient order, a client intake form, a reservation, or a loan application — someone on your team is re-typing it into a system. We automate the entire intake-to-record pipeline.
200+ implementations across our team's 20-year track record
A request arrives. Someone reads it. Someone else enters the data into a system. A third person confirms. The request sits in a queue because intake only happens during business hours. This sequence is identical whether you process patient orders, loan applications, or dinner reservations. The vocabulary changes. The waste does not.
❌ Requests sit unprocessed for hours because staff is busy with other intake items
❌ After-hours and weekend requests pile up into a Monday morning backlog
❌ 5-15% of requests fall through cracks — missed emails, lost faxes, forgotten voicemails
❌ Staff spends 80% of intake time on data entry and 20% on decisions that actually need a human
How This Looks In Your Industry
Same capability. Custom-built for your business.
Orders arrive from fax, email, portal, and phone — each in a different format. Staff manually reads and enters patient demographics, test codes, and insurance data. Financial assistance applications add another layer of paperwork that delays specimen processing.
We build AI that processes incoming orders from all channels, extracts patient and test data, validates insurance eligibility in real-time, and populates your LIMS. Financial assistance applications are screened against program criteria automatically, with qualifying patients flagged for fast-track approval.
43% faster order entry · 76% fewer data entry errors · 24/7 processing
New client intake involves collecting personal information, case details, conflict checks, and engagement letters. Paralegals spend hours assembling intake packages and manually running conflict searches across your matter management system.
We build AI that processes new client inquiries, extracts party names and case details, runs automated conflict checks against your entire client database, and pre-populates engagement documents. Conflicts are flagged with the specific matching matters before an attorney reviews.
Reservation inquiries arrive via email, phone, OTA messages, and the website — each requiring someone to check availability, calculate rates, and respond. Group and event requests are especially time-consuming, with back-and-forth that can span days.
We build AI that reads incoming reservation inquiries from all channels, checks real-time availability against your PMS, calculates applicable rates and packages, and generates personalized responses. Group inquiries get instant preliminary proposals with room blocks and F&B options.
80% faster inquiry response · 35% higher conversion on group bookings
Claims arrive with supporting documentation that needs to be logged, categorized, and entered into your management system. First notice of loss reports come in by phone, email, and fax — each requiring manual data entry before adjuster assignment can even begin.
We build AI that processes incoming claims from any channel, extracts claimant and loss details, categorizes by line of business, checks policy status, and creates the initial claim record in your management system. Adjuster assignment rules run automatically based on claim type and severity.
65% faster claims intake · Same-day adjuster assignment · Zero lost FNOL reports
Account opening requires collecting personal information, running identity verification, checking OFAC lists, and populating your core banking system. Each new account takes 30-45 minutes of staff time across multiple screens and systems.
We build AI that processes account opening applications, extracts and verifies identity information, runs automated BSA/AML screening, pre-populates your core banking system, and generates required disclosure documents. CIP verification happens in real-time during the application flow.
Event booking requests come in via email and phone with specific requirements for rooms, catering, A/V, and setup. Membership applications involve reference checks, board review packets, and multi-step approval workflows that span weeks.
We build AI that processes event inquiries, checks venue availability, generates preliminary proposals with pricing, and creates BEO drafts. New member applications are assembled into board-ready packets with reference summaries, sponsor details, and committee review schedules — all automated.
Sample requests and small orders come in by email and phone throughout the day. Each one requires looking up the customer, checking inventory, entering the order into the ERP, and sending confirmation. High-volume periods create backlogs that delay shipping.
We build AI that processes incoming orders and sample requests, identifies the customer account, maps products to your SKUs, checks inventory availability, creates the order in your ERP, and sends confirmation. Rush orders are flagged and prioritized automatically based on customer tier and ship date.
85% faster order processing · Zero missed sample requests · Same-day confirmation
Service appointment requests come via phone, website, email, and walk-in. Each requires checking technician availability, estimating service time, and scheduling around parts availability. No-shows waste bay time. Overbooking creates wait time complaints.
We build AI that processes service appointment requests from all channels, matches the service type to technician availability and bay capacity, checks parts inventory, and books the appointment in your DMS. Confirmation and reminder sequences are triggered automatically, reducing no-show rates.
Reservation requests arrive through your website, phone, email, and third-party platforms. Large party and private event inquiries require checking availability, building custom menus, and coordinating with the kitchen — a process that takes days of back-and-forth.
We build AI that processes reservation requests from all channels, checks real-time table availability, confirms or waitlists based on your capacity rules, and sends automated confirmations. Private event inquiries get instant preliminary proposals with menu options and pricing based on your templates.
We diagnose your top 3 automation opportunities on a 30-minute call. You tell us where your team spends time. We tell you where AI can help. Free, no strings. Free, 30 min call.
2
AI Roadmap
We go deep into your workflows, interview your team, analyze your data systems, and deliver a custom report with ROI projections. This is the document your CFO needs to approve the build. $7,500 flat. If we can't identify at least $100K in annual savings, the roadmap is free.
3
Build
We build your custom intake pipeline in 2-week sprints with demos at every checkpoint. We connect to your existing systems and channels. $25K–$75K.
4
Run
We monitor, maintain, and optimize. New intake types are added without rebuilds. Your pipeline gets faster over time. $2K–$5K/mo, 30-day cancel.
Every implementation is custom-built for your business. The examples above are based on real client engagements. Your workflow will be designed around your specific intake channels, request types, and systems.
Any structured or semi-structured request that arrives via email, web form, phone, fax, or portal. Patient orders, loan applications, reservation inquiries, insurance claims, client intake forms, service appointments, event bookings. If it follows a pattern — and intake requests always do — AI can process it.
The AI triages based on rules you define. Straightforward requests are processed end-to-end automatically. Requests that need judgment — unusual circumstances, VIP clients, edge cases — route to your team with all context pre-assembled. Your staff makes the decision, not the data entry.
Yes. We integrate with whatever intake channels you already have. If clients submit through your website, we process that. If they email or fax, we process that too. We do not require you to change how clients reach you. We change what happens after they do.
The AI runs 24/7. Requests that arrive at 2 AM are processed and queued exactly like requests at 2 PM. Your clients get immediate acknowledgment, and your team arrives to a queue of pre-processed items instead of a pile of unread emails. No overtime, no missed requests, no Monday morning backlog.
Most clients see measurable ROI within 90 days of go-live. The savings come from three places: staff time recaptured from manual data entry, revenue recovered from requests that used to fall through cracks, and reduced error correction downstream. The first month of data usually makes the business case obvious.