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Applied AI

AI where it earns its place.

AI is good at specific jobs: reading unstructured documents, finding answers in large collections of material, sorting requests, drafting and summarizing. We use it for those jobs, built on your own data and rules, and use conventional software for everything else.

Sound familiar?

Problems this solves.

If any of these describe your week, this is likely part of the answer.

  • Staff search manuals, policies and old files for answers
  • Documents arrive in every format and are keyed in by hand
  • Incoming requests have to be read and sorted before anyone can act
  • Experienced people spend their time on first drafts
Applied AI

Where we apply it.

  • Knowledge retrieval

    Ask questions of your own documents, policies and records in plain language, with answers that point back to the source.

  • Document processing

    Details pulled from invoices, forms and correspondence into your systems, with a person reviewing anything the system is unsure of.

  • Decision support

    The information relevant to a decision gathered and summarized, with anything unusual flagged. The decision stays with your people.

  • Intelligent workflows

    Incoming email, requests and documents classified and routed to the right person or system.

  • Drafting and summarizing

    First drafts of routine replies, summaries and reports, for your staff to review and send.

  • Your data, your rules

    Each system works from your material and your instructions. You decide what it handles on its own and what it brings to a person first.

Sound judgment

When AI is the wrong tool.

If a task follows fixed rules, conventional software or automation will do it more reliably, more cheaply and more transparently. We recommend AI only where the problem calls for it, and we'll tell you when it doesn't.

  • Calculations, pricing and anything that must be exact every time
  • Steps that follow known rules
  • Moving data between systems
  • Decisions that need a clear, repeatable audit trail
Systems we build

What this looks like in practice.

  • Professional firms

    Answers from the firm's own files

    Staff ask a question in plain language and get an answer drawn from the firm's templates, policies and past work, with links to the source documents.

  • Law and financial offices

    Intake that sorts itself

    Incoming documents are classified, key details are pulled out and the file goes to the right client, with anything uncertain sent to a person for review.

    1. EmailUploadsScans
    2. Intake
    3. Client filesPractice system
More systems we build

Tell us what you're working with.

Describe the problem and the systems involved. We'll tell you plainly what we'd suggest.

Describe your problem