Case studies · Business outcomes

Selected client projects

Three projects delivered end to end: an insurance claims workflow with an AI administration layer, a voice assistant that merges several businesses into one prioritised flow, and AI intake for a dental practice.

Connected workflow and systems visual
Overview

Delivered work, not illustrations

Each project below began with a review of how work actually moved through the business, not with a choice of tool.

The scope covers workflow design, integration between systems, and the AI layer that removes the repetitive administration sitting between them.

Client names are withheld by agreement. Where results were measured, the figures are shown as recorded.

Selected work

Three projects, start to finish

Case 01

Claims workflow rebuilt around an AI admin layer

Insurance · Supplier network · End-to-end workflow

Challenge

Claims moved between the insurer and an external network of assessors, trades and materials suppliers almost entirely by email and phone. Quotes were rekeyed by hand, approvals were chased one at a time, and nobody could see where a job sat without asking someone. Administration, not claim volume, was what limited how much work the team could carry.

What we built

  • A single workflow covering the full claim lifecycle, from first notification through assessment, supplier allocation and materials ordering to settlement
  • Two-way integrations with service and materials suppliers, so quotes, availability, orders and job status update in place rather than by email
  • An AI layer that reads inbound email and documents, extracts the detail, files it against the right claim and drafts routine correspondence
  • Exception routing that sends anything unusual to a person with the full claim context already attached

Outcome

The administrative work that used to fill most of the team's day is now carried by the system, with people reviewing exceptions instead of rekeying data. Claim status is visible end to end without anyone chasing it, and supplier ordering happens inside the same workflow as the claim it belongs to.

Case 02

A voice assistant that turns several businesses into one prioritised day

Multi-business operations · Voice AI · Prioritisation

Challenge

The client ran several businesses at once, each with its own tools, calendars and task lists. Work arrived through whichever channel happened to be open, so the order of the day was set by whatever interrupted most recently rather than by what mattered most. Capturing a task meant stopping, deciding which system it belonged in, and typing it up.

What we built

  • A voice-first assistant that captures work spoken in plain language, with no app to open and no form to fill in
  • Recognition of which business and workstream each request belongs to, so items file themselves
  • One prioritised flow that merges every business into a single queue, ranked by deadline, dependency and commercial weight
  • A spoken rundown of the day covering what is due, what is blocked and what has moved

Outcome

One queue replaced several disconnected lists. Work is captured at the moment it comes up rather than remembered later, and priority is set by the business rather than by whichever channel was loudest.

Case 03

Zero missed leads and a front desk that moves 40% faster

Healthcare · Dental practice · Intake and claims

Challenge

Enquiries arrived by phone, web form and social message while the front desk was chairside with patients. Leads were missed outright or answered too late to convert, and health insurance administration was handled by hand for every eligible patient.

What we built

  • AI intake across every enquiry channel, answering immediately and outside clinic hours
  • Qualification and booking handled inside the same conversation, with handover to staff whenever a person is needed
  • Automation of the repetitive front-desk administration surrounding each appointment
  • Automated workflows with health insurers covering eligibility and claim handling

Measured results

0 missed or unactioned leads across a two-month pilot
40% faster administrative process
64 NPS, up from 31 before the project

Client names are withheld by agreement. Figures shown for Case 03 were recorded during the pilot period.

Process

How we work

01

Review

We review your workflows, systems and business goals.

02

Plan

You receive a clear plan with priorities, risks and practical next steps.

03

Build

We implement the agreed solution with clean structure and measured delivery.

04

Improve

We refine the solution based on usage, feedback and operational results.

FAQ

Questions businesses ask

Why are the clients not named?

Client names are withheld unless a client gives written approval to use them. The scope of the work and the measured results are described in full.

What results do you measure?

It depends on the process. Common measures are lead response and conversion, administration time, error and rework rates, and customer satisfaction scores such as NPS.

Do you only work in these industries?

No. Insurance, dental practice and multi-business operations share the same underlying pattern: manual administration sitting between disconnected systems. That pattern is not industry specific.

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