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Service

Vertical Automation

Industry-specific automation systems built around how your business actually runs.

  • Workflow Design
  • Integrations
  • Reporting

28-day rollout

The problem

Off-the-shelf automation tools assume every business works the same way. Generic automation breaks the moment it hits real operational complexity: legal intake isn't dental scheduling.

What we build

A custom-built automation system covering intake, follow-up, handoffs, and reporting, architected around your industry's specific rules, not a template.

Execution roadmap

  1. Days 1–5

    Workflow Audit

    • Map manual steps
    • Identify handoffs
    • Flag reporting gaps
  2. Days 6–10

    System Architecture

    • Design around industry rules
    • Compliance mapping
    • Integration plan
  3. Days 11–20

    Build

    • Workflow construction
    • Tool integration
    • Internal testing
  4. Days 21–23

    Human QA

    • Scenario testing
    • Edge-case review
    • Compliance check
  5. Days 24–28

    Rollout & Training

    • Deployment
    • Staff training
    • Documentation

Your team

  • Automation Strategist

    Designs the system around your industry's rules

  • Automation Engineer

    Builds and QA's the workflow

  • Support Engineer

    Owns the live rollout period

Technology stack

Automation
  • Workflow orchestration
  • Trigger-based logic
CRM & Data
  • CRM / EHR / case management integration
AI & Intelligence
  • Document parsing
  • Decision logic
Analytics
  • Workflow reporting

AI + human workflow

  1. Human

    Human strategy

    A specialist scopes the problem and the plan

  2. AI

    AI-assisted production

    AI accelerates drafting, iteration, repetitive work

  3. Human

    Human review & QA

    A specialist checks accuracy, quality, brand fit

  4. Human

    Client approval

    You review and sign off before anything ships

  5. AI

    Implementation

    The system is deployed into your business

  6. Human

    Optimization

    Your Account Manager monitors and improves it

What you receive

  • Full workflow audit document
  • Custom-built automation system
  • Integration with existing tools
  • Staff training session
  • Documentation
  • 2-week live support window

Expected outcomes

  • Manual admin hours

    Before82%
    After34%

  • Dropped handoffs

    Before65%
    After12%

Ongoing support

A Support Engineer stays on for two weeks post-launch, then your Account Manager checks in monthly to catch anything that needs adjusting as your workflows evolve.

Ready when you are.

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