Real integrations. Real numbers. Real operators.

A mid-size CPA firm in Thousand Oaks was drowning during tax season. Each new client required 2-3 hours of manual intake work: collecting documents via email, entering data into their practice management software, verifying information, creating client folders, and sending welcome packets. With 200+ new clients per season, their admin staff was working overtime just to keep up. Errors from manual data entry were causing rework, and clients were frustrated by the slow onboarding process.

We built an automated intake pipeline. New clients receive a branded portal link where they upload documents (tax returns, W-2s, 1099s, etc.). AI extracts data from uploaded documents automatically - names, SSNs, income figures, deductions - and populates the practice management system. The system runs validation checks, flags discrepancies, creates organized client folders, and sends automated status updates to clients. Staff only intervene when the AI flags something unusual.

A dental practice in Westlake Village was missing 35% of incoming calls - during lunch, after hours, and when all lines were busy. Each missed call was a potential $300-$1,200 in lost revenue. Their front desk staff was overwhelmed trying to answer phones while checking in patients, and the hold times were driving people to competitors. They were also dealing with a 22% no-show rate that was killing their schedule efficiency.

We deployed an AI phone agent that handles all incoming calls 24/7. The agent answers in a natural, conversational voice, understands why the caller is reaching out, answers questions about services and insurance, and books appointments directly on the practice's calendar. It sends confirmation texts with pre-visit instructions, automated reminders at 48 hours and 2 hours before appointments, and easy reschedule links. For complex clinical questions, it routes to staff with a full summary of the conversation.

A personal injury law firm in Calabasas was spending enormous amounts of time on document intake and review. New case files arrived as stacks of medical records, police reports, insurance correspondence, and court documents - sometimes hundreds of pages per case. Paralegals spent 4-6 hours per case just reading, categorizing, and summarizing documents. With 15-20 new cases per month, document processing was their biggest bottleneck.

We built a document processing pipeline that handles the entire workflow. Documents are uploaded (or received via email) and AI reads every page, classifying documents by type (medical records, billing, correspondence, legal filings). It extracts key information - dates of treatment, diagnoses, providers, amounts billed - and creates structured summaries. The system generates a case timeline automatically and flags critical items that need attorney review. Everything integrates with their case management software.

A real estate team in Simi Valley was losing leads to faster-responding competitors. Website inquiries sat in an inbox for hours (sometimes days) before someone followed up. By then, the prospect had already talked to three other agents. The team knew speed mattered, but they couldn't monitor their inbox 24/7 or respond to every inquiry within minutes while also showing properties and managing transactions.

We built an AI lead response system. When a new inquiry comes in - from the website, Zillow, Realtor.com, or any source - the AI responds within 60 seconds via text and email. It has a natural conversation with the prospect: asks about their budget, timeline, neighborhoods of interest, and whether they're pre-approved. It qualifies leads based on the team's criteria, schedules showings for hot leads, and nurtures cold leads with automated follow-ups. All interactions sync to their CRM with full conversation history.