Real work, shipped for our clients
Agents that pick up calls, recover every missed one, draft the replies and plan everyone's day. Humans approve — then spend their time on customers. Scroll down and watch the chaos get pulled into place.
Nine AI workstreams in production: cases move forward while the lawyers are in court.
Family law · online case platform · several brands
BeforeA day that overflows.Scroll down
The agents take overEverything flows into the pipeline. A human approves.
AfterEverything's in place, and it just runs.
- Calls, emails, documents
- Anonymization
- Classification
- Draft and checks
- Associate approvalA human approves
- Case file and log
- 150+ missed calls per business day on the front-desk line, with no systematic callback.
- Client documents checked by hand, section by section, behind an OCR that misread them.
- Every message written from scratch, then copied again into the case activity log.
- No big picture: activity had to be pieced together from exports.
- Missed calls never returned
- Unreliable OCR, rechecked by hand
- Activity logged twice
- Reporting via exports
- Automatic callback and message
- Vision-checked documents + approval
- A log that keeps itself
- Cockpit + an agent that answers
- Missed callsIn production
- Automatic activity logIn production
- Message structuringIn production
- Reply suggestionsIn production
- Document OCR & complianceIn production
- Management cockpitIn production
- 9
- AI workstreams in production
- 2,331
- calls analyzed over 9 days to size the callback flow
- 3,500
- anonymized exchanges studied to shape the replies
- 17
- procedural statuses tracked in the cockpit
The firm didn't need a chatbot. It needed cases to keep moving without associates spending their days buried in email, documents and phone calls.
The context
A firm specializing in uncontested divorce that runs its clients on its own platform: every case moves through 17 procedural statuses, with two spouses, dozens of supporting documents and a constant stream of messages.
The approach
An audit of the platform, then a transformation plan in nine prioritized workstreams, shipped to production one by one — each plugged into the existing tool, never replacing it.
A day, before and after
- Before: 40 missed calls from yesterday, no idea which to return firstAfter: Every missed call has already had its callback and message
- Before: Checking every document by hand, section by sectionAfter: Documents are checked, corrections suggested
- Before: Writing every reply from scratchAfter: A context-aware draft is waiting — just review it
- Before: Copying emails into the case logAfter: The log kept itself
- Before: Piecing activity together from exportsAfter: Leadership asks, the agent answers
What runs today
- In productionMissed calls
Every missed call triggers a callback and a template message; the number is recognized, duplicates are filtered out, and the exchange is summarized in the case file.
- In productionAutomatic activity log
Every email sent is summarized and logged in the case file — no data entry, no duplicates.
- In productionMessage structuring
A raw or dictated note becomes a structured message, ready to review and send.
- In productionReply suggestions
A context-aware draft — history, case status, missing documents, firm rules — grounded in 3,500 anonymized exchanges. Nothing goes out without approval.
- In productionDocument OCR & compliance
Vision-model OCR, benchmarked against the old one: 9 sections checked, cross-checks between both spouses, corrections suggested.
- In productionManagement cockpit
Cases, agreements, email, telephony, productivity: a filterable dashboard, plus an agent that answers leadership's questions by querying the database read-only.
Calls get picked up, follow-ups go out, and everyone's day is ready before they walk in.
Renewable energy company · two sister companies · sales and admin team
BeforeA day that overflows.Scroll down
The agents take overEverything flows into the pipeline. A human approves.
AfterEverything's in place, and it just runs.
- Calls, campaigns, forms
- Intake agent
- Callbacks and sequences
- Days prepared
- Team approvalA human approves
- Customers and team
- Calls missed during appointments, which had to be tracked down and returned by hand.
- Online campaign leads in a spreadsheet — one tab per business line, status shown by row color.
- The same texts and emails retyped twenty times a day, and follow-ups slipping by a week.
- Days planned from memory, with no shared view of who was doing what.
- Missed calls lost
- One spreadsheet, many colors
- Texts retyped by hand
- Days planned from memory
- Every call recovered
- Leads qualified automatically
- Automatic sequences, approved
- Day ready every morning
- Missed calls recoveredIn production
- Automatic call sequencesIn production
- Daily planning agentIn production
- Leads captured and qualifiedIn production
- Managed follow-upsIn production
- Messaging, reminders & reportingIn production
- 6
- agents and automations in production
- 0
- missed calls left without follow-up
- 7
- follow-up stages run automatically
- 1
- day ready every morning, for every team member
The phone rang during appointments, requests piled up in color-coded spreadsheets, and every morning started with the same question: who do I call first? Today, agents handle it — and the team talks to customers.
The context
An energy transition company — heat pumps, solar PV, electrical work, refrigerants — with requests coming in nonstop from online campaigns, the phone and web forms. A small sales and admin team runs the entire chain.
The approach
Map the team's exact moves — pick up, take notes, follow up, schedule — then hand every repetitive one to an agent, connected to the company's phone system, email and calendar.
A day, before and after
- Before: Open the spreadsheet, figure out who to call backAfter: The day is ready: calls sorted, appointments, follow-ups
- Before: A call missed during an appointment, forgottenAfter: Contact recognized, callback scheduled, text sent
- Before: Retyping the same text for the tenth timeAfter: Sequences run — just approve
- Before: A follow-up slipping to next weekAfter: The follow-up went out at the right moment
- Before: Copying the day's activity into a fileAfter: The stats kept themselves
What runs today
- In productionMissed calls recovered
Every missed call is identified, matched to the right contact and followed by a scheduled callback and a message — no call falls through the cracks anymore.
- In productionAutomatic call sequences
The call queue builds itself: no answer, a text goes out and a callback is scheduled for the next day; on the second attempt, an email takes over.
- In productionDaily planning agent
Every morning, each team member finds their day ready: calls to make in order, appointments, tasks, follow-ups due — and a recap sent before 8am.
- In productionLeads captured and qualified
Campaign leads land in the cockpit on their own, duplicates filtered out, matched to the right business line — no more tabs and colors.
- In productionManaged follow-ups
A file sent creates its own follow-up; seven stages on a kanban board and a calendar, and the job date triggers the rest.
- In productionMessaging, reminders & reporting
Sent from the company mailbox, replies matched to the right contact, reminders on time, stats per business line — with roles that wall off sensitive data.
A team of six AI agents, one orchestrator, and humans who make the calls.
Technical equipment distributor · 60 employees · 3 branches
BeforeA day that overflows.Scroll down
The agents take overEverything flows into the pipeline. A human approves.
AfterEverything's in place, and it just runs.
- Emails, forms, public tenders
- Orchestrator
- Six specialized agents
- Human approvalA human approves
- Customers and leadership
- Incoming requests scattered across inboxes, the website form and the phone.
- Quotes built by hand from the catalog and history, taking several days.
- Quote and overdue-payment follow-ups that relied on everyone's memory.
- Leadership seeing the week's numbers the following Monday.
- Scattered requests
- Quotes take days
- Follow-ups from memory
- Numbers the following Monday
- One qualified point of entry
- Pricing prepared, approved
- Follow-ups at the right time
- A brief every morning
- Intake agentIn production
- Quote agentIn production
- Follow-up agentIn production
- Order desk agentIn production
- Tender watch agentIn production
- Reporting agentIn production
- 6
- specialized agents
- 1
- orchestrator and one supervision cockpit
- 3
- levels of autonomy: read, propose, execute
- 100%
- of sensitive actions approved by a human
It wasn't a shortage of hands, it was a lack of continuity: requests came in everywhere, quotes sat waiting, and follow-ups depended on whoever remembered.
The context
A regional distributor selling to installers and local authorities. Emails, forms, public tenders and orders all go through a handful of key people — and one absence is enough to stall the chain.
The approach
Not one agent that does everything: six specialized roles, each with its own scope, tools and level of autonomy, coordinated by an orchestrator and supervised from a single cockpit.
A day, before and after
- Before: Leadership waits until Monday to see the numbersAfter: The morning brief has landed
- Before: Sorting overnight requests by handAfter: Requests are qualified and routed
- Before: A quote that's been waiting three daysAfter: Pricing is ready, the sales rep approves
- Before: The customer calls: where's my delivery?After: The customer was told before they called
- Before: Follow-ups depend on whoever remembersAfter: Today's follow-ups are out, approved
What runs today
- In productionIntake agent
Reads every incoming request, qualifies it (quote, after-sales, order, other) and routes it to the right role with a summary.
- In productionQuote agent
Prepares pricing from the catalog, negotiated prices and the customer's past quotes; a sales rep approves.
- In productionFollow-up agent
Tracks every quote and every due date, and suggests the follow-up at the right time, in the right tone.
- In productionOrder desk agent
Confirms orders, tracks deliveries, and lets the customer know before they call.
- In productionTender watch agent
Every morning, spots the public tenders that match the catalog and the coverage areas.
- In productionReporting agent
Sends leadership a morning brief: order book, pending quotes, alerts.
Your company could be the next case study.
A first 30-minute conversation to see where your team loses time, and what an agent could take off its plate. No commitment.