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CAPABILITIES

If the workflow matters, we can build around it.

These are examples of the kinds of systems we ship. If your need is adjacent, we scope the custom build instead of forcing you into a menu.

Start from the leak.

Pick the problem shape first. If the path is unclear, the audit ranks the workflows before you choose a build.

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All capability examples

Sorted alphabetically. Use filters to narrow the list without hiding the full catalog.

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Showing 30 capability examples

Ops & Back-office

Accounts Receivable Automation

Monitors your accounting system for overdue invoices. Sends escalating reminder messages by email and SMS in your brand voice. Stops automatically on payment. Logs every touchpoint and reports DSO trend to the owner weekly.

Ops & Back-office

AI Admin Assistant

Handles scheduling, document drafting, internal Q&A, and routine staff requests in team chat or email. Routes tasks to the right person, follows up on blockers, and keeps the owner out of the busywork. Self-hosted path available for data-sensitive clients.

Sales & Lead-gen

AI Appointment Scheduler

Embeds a qualification-aware booking flow on your site. Routes by service type, provider, and availability. Sends confirmation and prep instructions automatically. Handles cancellations and fires rebook nudges.

Ops & Back-office

AI Bookkeeping

Ingests receipts from email, SMS, or upload. Uses your chart of accounts to classify each line item and writes the entry directly to QuickBooks or Xero. Flags uncategorized items and ambiguous vendors for one-click review.

Sales & Lead-gen

AI Chatbot Development

Site chatbot grounded in your own content. Cites its sources. Captures intent and pings hot leads to team chat or SMS within seconds.

Sales & Lead-gen

AI Cold Email

Pulls target accounts from a list or Clay/Apollo, researches each company, writes a personalized first email, and queues it in your sending tool. Tracks replies, hands warm threads to a human, and feeds pipeline into CRM.

Ops & Back-office

AI Compliance Automation

Monitors policy versions, tracks employee acknowledgments, and assembles compliance evidence packages on demand. Sends renewal alerts before deadlines. Generates audit-ready binders for SOC 2, HIPAA, and state licensing requirements.

Vertical-specific

AI Construction Estimating

Accepts photos and a voice memo from the job site. Matches materials and labor against your catalog. Produces an itemized estimate with margin floors applied. Exports to Buildertrend, JobTread, or a PDF for client delivery.

Ops & Back-office

AI Contract Review

Reads inbound MSAs, SOWs, and NDAs against your playbook. Flags non-standard clauses, suggests fallback language, and produces a clean redline for attorney review. Cuts first-pass contract review time by 60-80%.

Ops & Back-office

AI Email Assistant

Reads your inbox, labels and prioritizes threads, drafts replies in your voice for review, and unsubscribes from noise. Works as a daily digest or a continuous background process. Owner approves before anything sends.

Ops & Back-office

AI Knowledge Base

Indexes your SOPs, Drive, knowledge workspace, and team chat into a retrieval store. New hires ask questions in plain English and get cited answers. Ramp goes from months to weeks.

Sales & Lead-gen

AI Lead Qualification

Captures leads from web forms, email, and SMS. Runs your qualification questions, scores each lead against your customer criteria, and writes the record to your CRM with tags and an owner assigned. Hot leads ping team chat in real time.

Vertical-specific

AI Legal Assistant

Ingests case documents, deposition transcripts, and correspondence. Produces a structured chronology, key-facts memo, and exhibit index. Flags privilege hits and routes the package to the supervising attorney for review. Built for litigation and transactional firms.

Ops & Back-office

AI Meeting Notetaker

Joins video calls, transcribes, extracts decisions and action items, and pushes them to your CRM and task manager. Sends a structured summary to attendees within minutes of the call ending. Works with Zoom, Meet, and video meeting.

Vertical-specific

AI Patient Intake & Triage

Runs a structured intake collecting medical history, treatment interest, and contraindication flags. Routes clean leads to booking, flags clinical holds to the injector via team chat, and writes the intake record to your EHR. HIPAA-covered on HIPAA-eligible AI infrastructure.

Vertical-specific

AI Property Management

Triages inbound maintenance requests and dispatches vendors, runs a rent-late reminder ladder with state-specific notice language, and sends lease renewal outreach at 90, 60, and 30 days out. Every touchpoint writes back to AppFolio, Buildium, or Yardi.

Sales & Lead-gen

AI Proposal Generator

Takes discovery call notes or a completed intake form and produces a branded proposal with scope, pricing, timeline, and e-sign. Cuts proposal turnaround from days to hours. Plugs into the CRM deal stage on send.

Sales & Lead-gen

AI Quote Generator

Client fills a structured intake; the agent applies your pricing rules and generates a line-item quote PDF with your branding. Handles material costs, labor rates, and margin floors. Sends for approval and tracks status.

Audit

AI Readiness Assessment

Productized self-serve audit. The prospect fills a structured intake; the agent returns a scored 4-6 page report and books the optional Founder Review Call. Builds are scoped in writing after the audit.

Vertical-specific

AI Real Estate Listing Descriptions

Pulls listing data from your MLS feed and drafts a branded property description, social captions, and email blast copy. Respects Fair Housing language rules. Produces copy for every channel in one run, so you stop rewriting for each platform.

Sales & Lead-gen

AI Receptionist

Answers inbound calls in real time with a natural-sounding voice agent. Qualifies callers, answers FAQs, and books appointments straight into your calendar. Hands off to a human on escalation triggers, and covers overflow and after-hours.

Sales & Lead-gen

AI Review Response

Watches Google, Yelp, and Facebook for new reviews. Drafts brand-voice replies, routes 1-to-3-star reviews to team chat for human sign-off before posting, and keeps your average response time under four hours without touching your calendar.

Sales & Lead-gen

AI Scheduling Assistant

Reads inbound scheduling requests, checks your real availability, proposes times in plain language, and confirms the meeting over email or SMS. No Calendly link required. Handles reschedules and no-shows with a follow-up cadence.

Ops & Back-office

AI Workflow Automation

Maps fields across your CRM, EHR, PM system, and accounting tool. When a record changes in one place, the agent reconciles the delta and writes it everywhere else. Kills duplicate data entry and catches sync failures before they compound.

Ops & Back-office

Automated KPI Reporting

Pulls metrics from your CRM, accounting tool, and ops systems on a schedule. Formats a concise owner brief with trend lines and anomaly highlights. Delivers to team chat, email, or both. No dashboard login required.

Vertical-specific

Automated Patient Follow-Up

Sends post-visit recaps and home exercise program reminders keyed to each patient plan. Runs no-show recovery sequences and routes NPS responses to Google review requests. Writes outcomes back to WebPT or Prompt EMR. HIPAA-covered on HIPAA-eligible AI infrastructure.

Sales & Lead-gen

Business Text Messaging

Runs a full two-way SMS conversation from first contact through booking confirmation. Handles FAQs, price questions, availability, and appointment requests in your brand voice, and hands edge cases to a human on demand.

Ops & Back-office

Competitor Monitoring Tool

Monitors competitor websites, Google Ads, and review profiles on a schedule. Detects pricing changes, new service pages, and review volume shifts. Delivers a weekly digest to team chat or email with the changes that matter highlighted.

Sales & Lead-gen

Missed Call Text Back

Captures missed inbound calls, fires a personalized SMS within 90 seconds, and routes the lead to your CRM. Works on overflow, after-hours, and weekends. No staff required. Pairs with Voice Receptionist for full call coverage.

Sales & Lead-gen

Referral Tracking Software

Captures the referral source the moment a lead comes in, ties the won business back to the person who sent it, and fires a thank-you plus reward when the lead converts. Owner gets a monthly referral-ROI report with a top-referrer leaderboard.