Case Studies

Proof,
not demos.

Real engagements. Real numbers. Most clients are under NDA, so we describe the work and the outcomes without naming the firm.

Clients we have worked with

Client review

We were impressed by the speed and responsiveness of Bace Agency's team.

Oleh Bilyk, President and CEO, Speakr LLC ★★★★★ 5.0

Case 01 Insurance · North Shore

Insurance

From AI-Skeptical to 37% More Productive in 8 Weeks

6.1% 0.3% Document error rate
37% Productivity increase
22 hrs/wk Data entry eliminated

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 built

We built an end-to-end document automation pipeline.

01 Upload PDF, scan, photo
02 AI Parser Identifies doc type, extracts fields
03 Validation Flags low-confidence fields
04 Master Sheet One source of truth
05 Management System Auto-matched to client

Case 02 Translation Services · Chicago

Translation

Quote Time: 24 Hours to 4 Minutes. Translator Match: 2 Days to 3 Hours.

24 hrs 4 min Quote response time
23% to 48% Quote-to-project rate
40% Faster turnaround

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 AI-powered translator matching and discovery system that auto-assigns projects and continuously expands the translator network.

01 Request Email, form, phone
02 AI Analysis Language, words, complexity
03 Auto-Quote Instant pricing
04 Smart Match Right translator assigned
05 Client Portal Real-time status

Case 03 Family Office · North Shore

Family Office

AI Training + Process Automation: 32 Hours/Week Reclaimed

5 days Same day Investment reporting
32 hrs/wk Manual work eliminated
100% Team AI adoption
8 Processes automated

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 built

We automated 8 core business processes across the office.

01 Portfolio Data Auto-pulled & normalized
02 AI Processing K-1s, invoices, docs
03 Auto-Route Right system, right person
04 Dashboards Real-time visibility
05 Action One-click approvals

QuestionsWhat owners ask

What kind of results do firms see?

Engagements typically target twenty to thirty recovered hours per week, faster client response times, and lower document-processing error rates, with team adoption inside a few weeks. The exact gains depend on your firm's workflows.

Why are your case studies anonymized?

We work with insurance agencies, law firms, and financial advisors that handle confidential client data, so most engagements are covered by confidentiality agreements. We describe the work and the outcomes without naming the firm.

How do you measure whether an AI project worked?

We baseline the current process first: hours spent, error rates, and response times. After the system goes live we measure the same metrics, so the result is a real before-and-after for your firm, not a generic benchmark.

How can I see what this would look like for my firm?

Book a call. We map your actual workflows and show where automation would have the biggest impact, with a fixed-price proposal and no obligation.

Your firm is next

Let's build it.