Case studies
Coworkers on the job.
Digital coworkers filling real roles, on real systems, with real people approving their work. We keep clients anonymous and change customer details in our examples.
Hazel · Project Manager
An AI project manager that gives the team back 30+ hours a week
Hazel turns a signed scope of work into a staffed, scheduled project in the PSA, then chases it to done: technician work lists, follow-ups, customer updates, and a direct message to management the moment a deadline is at risk.
- of project-management work handled every week
- 30+ hrsof project-management work handled every week
- to draft a technician-ready project plan
- 4h → 15mto draft a technician-ready project plan
Gus · Service Desk Triage
Service desk triage that answers in minutes and grades its own work every night
Gus handles intake for every ticket that arrives through the PSA: who, what, where, how urgent, which device, and who should take it. Each night it compares its decisions with how the tickets actually played out, and writes down what it learned.
- to a first question or routing update on PSA tickets
- Minutesto a first question or routing update on PSA tickets
- ticket patterns learned from real precedent
- 200+ticket patterns learned from real precedent
Vera · Account Manager
An AI account manager that does the research before you’ve finished asking
Vera works alongside the account management team. It researches quotes from real customer evidence and builds quarterly alignment decks and IT budget roadmaps. It also reconciles contracts and invoices, and flags when a relationship needs attention.
- from “what should we quote?” to a reasoned draft
- 1 messagefrom “what should we quote?” to a reasoned draft
- quarterly alignment deck, built from live evidence
- 21 slidesquarterly alignment deck, built from live evidence
The pipeline crew · Sales Pipeline Review
Every open opportunity, scored on evidence, on schedule
A board of worker agents reviews every active sales opportunity in the PSA, one card per opportunity. Each gets a temperature based only on what its record shows. The result is written back and verified, and sales leadership gets one summary.
- open opportunity reviewed, one card each
- Everyopen opportunity reviewed, one card each
- Cold 25% · Warm 50% · Hot 75% · Closed 100%
- 4 levelsCold 25% · Warm 50% · Hot 75% · Closed 100%
The same platform, in other industries.
- MSPs & IT servicesService technician’s assistantPicks up where triage leaves off. It investigates each ticket with device and history evidence, briefs the technician on what’s known and what to test next, and refuses to call anything resolved until the outcome is verified.
- Accounting firmsTax-season document coordinatorRuns the document chase from organizer to complete file. It sends tailored requests, follows up on schedule, files what arrives, and keeps staff working from a live list of what’s still missing.
- Law firmsLaw firm intake coordinatorMakes sure no inquiry goes cold. It reads every new inquiry, gathers the key facts, prepares conflict-check inputs, and gets qualified matters in front of the right attorney the same day.
- Healthcare practicesRevenue cycle follow-up coordinatorTurns the denial pile into a prioritized worklist. It groups denials by reason, assembles what each appeal needs, and makes sure aging claims get worked before they expire.
- Construction & field servicesField service dispatcherBuilds tomorrow’s schedule from skills, locations, and real availability, reshuffles it when the day changes, and keeps customers and crews informed without the phone tag.
- Manufacturing & distributionAccounts payable match clerkTakes invoices from the AP inbox to a match-ready state. It reads each invoice, matches it to the PO and receipt, routes variances to the right approver, and posts nothing without permission.
- Insurance & financial servicesInsurance renewal coordinatorGets every renewal prepped before it’s urgent. It builds the packet from policy and loss data, drafts the comparison summary, and makes sure producers see each renewal well before the deadline.
- Property managementProperty maintenance coordinatorRuns the maintenance queue end to end. It triages every request, catches emergencies, proposes the vendor and time, keeps residents updated, and matches the invoice when the job is done.
Next step
Your job could be the next case study.
We’ll sit down with the people who do it, map the steps, and put a number on the time. If a digital coworker is the right tool, you’ll know what it would return before you commit. If it isn’t, we’ll say so.