Case Studies
Real engagements. Real results. Here's what AI automation looks like when it's built around how your firm actually works.
From AI-Skeptical to 37% More Productive in 8 Weeks
A North Shore P&C agency adopted AI across their entire team, then automated the document processing that consumed 22 hours a week.
The Problem
The team had heard of AI but had no practical experience applying it. There was no shared understanding of where it fit into daily work, and no one had been trained on how to use it effectively.
What We Did
Half-day on-site workshop tailored to every role, followed by two weeks of 1-on-1 coaching. We built a custom Prompt Playbook with 25 pre-written prompts for their most common tasks.
The Problem
Every policy, endorsement, and renewal generated documents that staff re-entered manually into their management system — 22 hours per week. File naming was inconsistent and retrieval was unreliable.
What We Built
We built an end-to-end document automation pipeline.
Quote Time: 24 Hours to 4 Minutes. Translator Match: 2 Days to 3 Hours.
A translation agency was losing clients to slow quoting and spending days sourcing translators. We automated both sides of their business.
The Problem
Requests arrived via email, phone, web form, and text. Each one required manual assessment of language pair, word count, complexity, and certification needs. Average time to quote was over 24 hours; after-hours requests waited until the next business day.
What We Built
We built an instant quoting pipeline that processes any incoming request format, auto-detects project parameters, and delivers a quote in under 4 minutes — 24/7.
The Problem
Finding the right translator for each project was a manual bottleneck. Checking availability, verifying specialization, and negotiating rates all happened over email. Rare language pairs could take days to staff.
What We Built
We built an AI-powered translator matching and discovery system that auto-assigns projects and continuously expands the translator network.
AI Training + Process Automation: 32 Hours/Week Reclaimed
A North Shore family office trained their entire staff on AI, then automated 8 core processes that were consuming the team in manual work.
The Problem
The principal wanted every team member — from senior analysts to administrative staff — proficient in AI tools. Not a one-off session, but a structured program with accountability and measurable adoption.
What We Did
4-week structured cohort with weekly sessions tailored to each role. Investment team learned AI-assisted deal memos and research. Operations mastered email, meeting prep, and document summarization. Accounting applied AI to reconciliations and K-1 summaries. We delivered a custom prompt library with 30+ prompts and two weeks of 1-on-1 coaching.
The Problem
Small team handling a dozen functions. Data re-entered across systems, reports assembled by hand, no standardized workflows. Over 30 hours a week spent on repetitive operational work.
What We Built
We automated 8 core business processes across the office.
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