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HVAC
Voice receptionist, service call intelligence, and field image recognition. Installed into ServiceTitan, Housecall Pro, Jobber, or FieldPulse.
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Roofing
Storm-surge phone handling, photo-to-measurement, and insurance document pipelines. Built for the Cumberland County storm cycle and the tools adjusters expect.
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Small Law
Intake automation, extended conflict logic, and deposition summaries. Installed into Clio, PracticePanther, Smokeball, or Rocket Matter. Aligned to NC State Bar 2024 FEO 1.
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Insurance Agencies
ACORD pre-fill, overnight lead engagement, and renewal tracking alongside IVANS. Writes back to Applied Epic, AMS360, EZLynx, Hawksoft, or Vertafore AMS.
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Accounting
Invoice processing, AP approval routing, and 1099 season automation for small CPA firms. Installed alongside QuickBooks, Liscio, Canopy, or TaxDome.
Your industry not listed?
The playbook works across most service businesses. Book a diagnostic and we'll tell you plainly whether your workflow is a fit.