Industries

The 6pm call goes to whoever answers first.

We build the systems that answer, chase the paperwork and record the outcome — for insurance agencies, home services and four more lanes. What changes is what counts as urgent and who signs off.

30 minutes. One workflow mapped. You keep the map either way.

One shared model, three sets of industry rules Calls, forms and email feed one shared model holding the record, the owner, the status and the next action. Your industry's rules plug into it. From there the work splits three ways: urgency rules, document rules, and approval rules. The approval branch is amber and dashed because a person decides there. CALLS · FORMS · EMAIL SHARED MODEL RECORD · OWNER STATUS · NEXT ACTION YOUR INDUSTRY’S RULES URGENCY RULES WHAT COUNTS AS URGENT DOCUMENT RULES WHAT YOU MUST COLLECT APPROVAL RULES A PERSON DECIDES HERE
Full workflow pages
2
Every stage of your day, mapped
More lanes we take on
4
Legal, property, healthcare admin, mortgage
Working demonstrations
6
Run them yourself, before we talk
To map your worst one
30min
You keep the map either way

How to read this page

Two industries get a whole page. Four get a lane.

We only claim what we have earned — so the badge on each card below tells you how far the work is already written down.

Full workflow page

Insurance & home services

Every stage is mapped and every human-owned decision is named. Open the page and check it against your own day.

Same rules, applied

Legal · property · healthcare admin · mortgage

The same five questions and the same boundaries, on one card each — work we take, not work we have specialised in.

The two we pursue

The two we work in
on purpose.

Insurance agencies and home services. Each has a full workflow page — every stage, and every decision that stays with a person.

Full workflow page 01

Insurance agencies

A quote lands at 8pm. Nobody opens it.

The insurance agency record path A quote request enters at 8pm and runs along one line: intake, owner assignment, documents, outcome. An amber dashed branch leaves the line at the document stage and ends in an amber plate marked licensed decision, because a licensed person decides there. 8PM · QUOTE REQUEST LICENSED DECISION INTAKEASSIGNEDDOCUMENTSOUTCOME

Systems that apply here

  • Bilingual intake
  • Follow-up & reactivation
  • Document portal

Human-owned

Licensed recommendations, coverage decisions, regulated disclosures, and final sales decisions remain human-owned.

Explore insurance workflows
Full workflow page 02

Home services

A pipe bursts at 9pm. Who picks up?

The home services record path A call arrives at 9pm and runs along one line: call, urgency, scheduled, update. An amber dashed branch leaves the line early, at the urgency stage, and ends in an amber plate marked dispatch and safety, because your team decides there. 9PM · BURST PIPE DISPATCH & SAFETY CALLURGENCYSCHEDULEDUPDATE

Systems that apply here

  • AI receptionist
  • Follow-up & reactivation
  • Operations dashboard

Human-owned

Urgency decisions, pricing, dispatch authorization, and service commitments remain human-owned.

Explore home-service workflows

Four more we accept

Same five questions.
Different rules.

Different words, same five questions — and on every card, the same named boundary where your people keep control. We take this work when the fit is right.

  1. 04 Property management

    A leak is reported. The office is closed.

    Who this fits

    • Residential
    • Multi-family
    • HOA & condo
    • Commercial
    CALL · TEXT MANAGER APPROVES VENDOR OWNER REPORT TRIAGE BOOKED

    What breaks today

    • Tenant requests after hours
    • Vendor coordination by phone tag
    • Owner reporting assembled by hand
    • Renewals nobody chased

    Human-owned

    Approvals stay with the manager. Emergency decisions, vendor authorization, resident disputes, and financial sign-off remain human-owned.

    See it run
  2. 05 Dental & healthcare admin

    The cancelled 2pm slot nobody refilled.

    Who this fits

    • Dental practices
    • Front desk teams
    • Specialty clinics
    • Multi-location
    CALL IN SPANISH CLINICAL CALL 1PM 2PM 3PM CALL REBOOKED OUTCOME

    What breaks today

    • Reschedule calls at the desk
    • Recalls that never went out
    • Reminders sent one by one
    • Forms arriving incomplete

    Human-owned

    No clinical guidance, ever, and protected health information stays out until the required contracts and controls exist. Diagnosis, treatment, and regulated patient decisions remain human-owned.

    See it run
  3. 06 Mortgage & financial

    One missing document stalls the file.

    Who this fits

    • Mortgage brokers
    • Loan officers
    • Title & escrow
    • Advisory offices
    2 OF 3 ON FILE LENDING DECISION ? LEAD DOCUMENTS OUTCOME

    What breaks today

    • Document collection by email
    • Status asked for twice
    • Intake typed into three systems
    • Milestones chased from memory

    Human-owned

    No lending or financial advice. Recommendations, eligibility decisions, disclosures, underwriting, and licensed activity remain human-owned.

    See it run

Common bottlenecks

Different industries.
Familiar breakdowns.

The words change between industries. The failures do not — and each of these six has a demonstration you can run right now.

Run any of the six

All six demonstrations run on synthetic data — the workflow is real, the records are invented so you can click them. No industry on this page is a client case study.

How we adapt

The words change.
The five questions do not.

A dental practice and a plumbing company describe their work differently. We ask both the same five questions — and question four is where your people keep control.

  1. 01

    What starts the workflow?

  2. 02

    What must be captured?

  3. 03

    What may be automated?

  4. 04 Human

    Where must a person decide?

  5. 05

    What record, owner and next action stay visible?

System steps Human decision The visible record

Book a mapping call

Examples only

Where else this work applies.

It does not matter what the business is called — only whether work arrives, gets owned, moves without retyping, and ends in a recorded outcome.

Examples of fit · not markets we claim

  • Hospitality
  • Real estate teams
  • Automotive services
  • Fitness studios
  • Logistics operations
  • Engineering firms
  • Construction
  • Franchise groups
  • Multi-location businesses

Listed because the work applies, not because we have done it there.

Start with one bottleneck

Bring us the job
that costs you most.

In 30 minutes we map how it moves today, name the smallest useful thing to build, and tell you honestly whether it is worth building. You keep the map either way.