Built for companies that take execution seriously.
We focus on industries where operational throughput is the constraint on growth. Each vertical gets its own playbook, built from integrations we have already shipped to operators like you.
- 01/ Franchise Systems
AI integration for franchise systems.
Franchisor-level AI. Unit-economics intelligence, lead routing across territories, document intake at scale, and the voice and workflow infrastructure that holds a network of operators together.
See the playbook - 02/ Private Equity & Portfolio Ops
AI integration for private equity & portfolio ops.
Post-close value creation with AI. Portfolio-wide diligence acceleration, operating-partner copilots, cross-portfolio document intelligence, and repeatable AI playbooks deployable across holdings.
See the playbook - 03/ Wealth Management & RIAs
AI integration for wealth management & rias.
Compliance-aware AI that handles client intake, RMD reminders, required disclosures, meeting prep, and document requests. Integration with Redtail, Wealthbox, eMoney, Orion.
See the playbook - 04/ Healthcare Systems & Multi-Site Medical
AI integration for healthcare systems & multi-site medical.
Patient intake at scale, phone triage, insurance verification, referral routing. HIPAA-aware workflows across Epic, athenahealth, eClinicalWorks, and custom EHRs.
See the playbook - 05/ Multi-State & Mid-Market Law Firms
AI integration for multi-state & mid-market law firms.
Intake, conflicts, document review, e-filing, and matter orchestration across offices. Integration with Clio, MyCase, PracticePanther, Filevine, and internal DMS systems.
See the playbook - 06/ Commercial Real Estate
AI integration for commercial real estate.
Deal pipelines, document intelligence across leases and purchase agreements, tenant communications at scale. Integration with Yardi, MRI, VTS, and custom asset-management stacks.
See the playbook - 07/ Management Consulting Firms
AI integration for management consulting firms.
Internal copilots that compound the practice. Proposal engines, research synthesis, deliverable scaffolding, and knowledge retrieval across partner-built artifacts.
See the playbook - 08/ Marketing & Growth Agencies
AI integration for marketing & growth agencies.
Productized onboarding, automated client reporting, service delivery without headcount scale. Built for agencies on the Inc. 5000 trajectory, not five-person shops.
See the playbook - 09/ Professional Services (50+)
AI integration for professional services (50+).
Accounting, advisory, and consulting practices past 50 people. Document intake, client orchestration, internal knowledge copilots, compliance-aware workflows.
See the playbook - 10/ B2B SaaS, Seed to Series B
AI integration for b2b saas, seed to series b.
Support deflection, onboarding copilots, lead routing, customer-health scoring. Engineered to integrate cleanly with the product and the ops stack you already run.
See the playbook - 11/ Logistics & Supply Chain
AI integration for logistics & supply chain.
Dispatch, rate quoting, document extraction across BOLs and invoices, shipment status orchestration. Integrates with TMS, WMS, and carrier APIs.
See the playbook - 12/ Financial Services
AI integration for financial services.
Document intelligence, KYC/AML acceleration, internal copilots, and client communication workflows built for regulated environments.
See the playbook
Additional verticals with dedicated playbooks.
Common questions, answered.
- What kinds of companies does Read Laboratories work with?
- We focus on operators serious about execution. Franchise systems, private equity portfolios, wealth management firms, healthcare groups, multi-state law firms, commercial real estate, management consulting, and agencies on the Inc. 5000 trajectory. We also serve established professional service firms past roughly 50 people.
- Do you specialize in one industry or work across many?
- We specialize in AI integration for companies with real operational complexity. The patterns repeat across industries: inbound voice and intake, document intelligence, internal copilots, workflow orchestration. We bring deep playbooks to each vertical instead of a one-size-fits-all template.
- What is the most common integration across your industries?
- Voice agents paired with intake and CRM orchestration. Almost every operator we work with has the same bottleneck: inbound capture. An AI voice layer that answers in under two seconds, routes correctly, and hands off to humans with full context is usually the single highest-leverage system we deploy.
- Can you integrate with industry-specific software?
- Yes. Clio and MyCase for legal, Dentrix and Open Dental for dental, QuickBooks and UltraTax for accounting, Jobber and ServiceTitan for trades, Follow Up Boss for real estate, Redtail and Wealthbox for advisory, Yardi and VTS for CRE, Epic and athenahealth for healthcare, plus custom integrations against internal systems and data warehouses.
Ready to build your
executive AI employee?
The offer is simple: $5,000 setup, then $500/month to keep the memory, tools, and task playbooks tuned. The call is to confirm fit, map the first workflows, and decide whether this should be installed for you.
