Integration · Professional services
Multi-system intake router
A mid-sized BC professional services firm received client requests through email, web forms and a legacy CRM. We built an agent that classifies inbound messages, extracts structured fields, deduplicates against open matters and creates draft records for staff review before commit.
After an eight-week pilot, the client reported roughly 40% reduction in manual data entry time for intake coordinators. The system runs in Azure with Entra ID authentication and full message audit trails.
Pilot launch · Municipal sector
Permit status assistant
A Lower Mainland municipality needed a public-facing assistant that answers permit status questions using only approved dataset exports — no speculative generation. Retrieval was locked to nightly syncs from the authoritative permit database; out-of-scope questions receive a fixed fallback with contact options.
Staged rollout went to 15% of web traffic before full launch. Call centre supervisors reported fewer repeat status inquiries during the pilot window, though seasonal volume swings affect any single metric.
Pipeline · Construction
Submittal log automation
A construction management company processed hundreds of PDF submittals weekly. We automated OCR, spec section tagging, revision detection and sync to Procore with human sign-off on low-confidence extractions.
Processing batch time dropped from same-day manual queues to overnight runs with exception lists delivered by 06:00 PT. Operators retain override authority on every field the model proposes.
Retainer · Financial operations
Policy lookup copilot
An internal finance team needed cited answers from a 2,000-page policy corpus spanning treasury, FX hedging and intercompany billing. Hybrid search plus citation rendering cut average lookup time during month-end close, with compliance officers reviewing prompt and index changes on a quarterly cadence.
This engagement continues on a retainer basis for index updates and evaluation suite maintenance.