What We Measure
Baseline in the Audit, then reported at 30/60/90 days: time from request received to first action, share of requests routed correctly without rework (checked against a labeled sample of past requests), share escalated to a person, and hours of manual sorting removed.
End-to-end automation for client intake, lead triage, and request routing — forms, email, SMS, CRM logging, AI summarization, and intelligent next-step suggestions. Connected to your existing systems with audit trails.
What’s Included
- Multi-channel intake capture (forms, email, SMS, phone transcription)
- AI-powered classification, scoring, and priority routing
- CRM or case management system integration
- Automated summarization and next-step suggestions
- Human-in-the-loop review for high-risk or ambiguous cases
- Audit logging and compliance documentation
Best For
- Insurance agencies handling quote requests, service requests, and claims reports across email, phone, text, and web
- Accounting firms onboarding new clients
- Professional services firms triaging inbound inquiries
- Any service business with high inbound volume