Industries
Deep expertise in regulated, compliance-heavy industries.
We go deep in industries where compliance isn't optional — and where AI has to be deployed with guardrails, audit trails, and human oversight. Legal and title remain our flagship verticals, with active expansion into auto dealers, FFL dealers, and government contracting.
Primary verticals
These are the industries where we have the deepest domain expertise and proven results.
Law Firms
Streamline intake, automate document collection, and never miss a deadline.
- Client intake → conflict check → engagement letter → matter opened in Clio/PracticePanther
- Document collection portals with automated reminders and status tracking
- Case milestone updates → client notifications (with attorney approval)
- Deadline and statute monitoring with escalation rules
- Billing triggers → trust accounting → invoice → payment follow-ups
- Weekly partner digest: matters at risk, documents pending, deadlines approaching
Title & Closing Companies
Automate document collection and integrate directly with your title software.
- Transaction sync from SoftPro, ResWare, or Qualia → automatic document checklists
- Branded client portals for buyers and sellers with drag-and-drop upload
- Automated reminder sequences until all documents are received
- Closing status tracking with party-specific notifications
- Integration adapters that connect your title production software to modern automation
- Compliance-ready audit trail for every document and action
CPA / Bookkeeping Firms
Reduce admin time, close faster, and stop chasing missing items.
- Client intake → onboarding checklist → folder creation → task assignment
- Document request lists + reminder sequences + missing-items status
- Month-end close workflows + recurring client task tracking
- Billing triggers + payment links + overdue reminders (with approvals)
- Weekly partner digest: what's stuck and why
New verticals — now accepting clients
Active expansion into high-demand compliance verticals with dedicated service offerings.
Auto Dealers — FTC Safeguards Rule
Qualified Individual designation, information security programs, and ongoing compliance monitoring.
- Qualified Individual (QI) designation under FTC Safeguards Rule
- Written information security program development and maintenance
- AI-powered continuous compliance monitoring and alerting
- Employee security training with documented completion
- Incident response planning and annual testing
- Annual board reporting as required by the Safeguards Rule
View details →
FFL Dealers — ATF Compliance
Pre-inspection AI audits for bound book and 4473 records. Catch violations before the ATF does.
- Pre-inspection AI audit of bound book (A&D) records
- Form 4473 completeness and accuracy analysis
- Discrepancy flagging with specific remediation instructions
- Ongoing monthly monitoring subscription available
- Inspection preparation support on ATF notice
- AI Governance package with minimal customization
View details →
Specialized engagements
Private Equity & Venture Capital
AI readiness assessments before you close the acquisition.
- AI readiness scorecard for acquisition targets
- Compliance and regulatory risk analysis
- Post-acquisition AI roadmap with projected ROI
- Executive summary formatted for IC memos
View details →
Government & Federal Agencies
AI governance and compliance automation for government operations.
- AI governance framework implementation
- Compliance workflow automation
- Secure AI deployment (on-prem, hybrid, cloud)
- GSA Schedule registration in progress
View details →
Also supported
If your work has repeatable steps, approvals, documents, and deadlines, we can automate it safely.
Insurance Agencies
Protect retention and speed up quote-to-bind without more headcount.
- Lead capture → CRM update → follow-up sequences
- Renewal reminders + coverage review scheduling
- Document collection workflows + checklist tracking
- Post-bind workflows: welcome packets + review requests
Real Estate
Reduce follow-up gaps and keep clients informed automatically.
- Lead capture → CRM → response automation
- Client status updates and weekly summaries
- Post-close workflows: referrals + reviews
Healthcare (non-clinical ops)
Scheduling, intake routing, and back-office workflows — designed carefully.
- Appointment reminders + intake routing and status tracking
- Document request workflows for admin packets and forms
- Secure-by-design data handling
Construction
Cut rework by organizing project flow and document handoffs.
- Folder standards + naming/versioning rules
- RFI/submittal intake → routing → tracking
- Vendor coordination and job status updates
Don't see your exact workflow?
Book a 15-minute fit call. We'll confirm your bottleneck and recommend the best first automation with the right controls.