Common questions

It depends on the work in front of it. For field services and trades ops teams it handles work-order intake, drafts quotes from site notes and photos, prepares invoicing, and pulls field reporting together. For claims and adjusting teams it handles intake, sorts documents, writes first-draft reports, and routes each file to the right person; for private lenders and MICs it prepares underwriting files and committee packages decision-ready, tracks conditions, and gets workout files ready before they reach you. It handles the routine and flags anything that needs judgment for a person.

Three kinds of firm in Ontario and the GTA: field services and trades ops teams of roughly 10 to 200 people, claims and adjusting teams including independent adjusting firms and TPAs, and private lenders and MICs. It fits owner-led firms where the owner decides and the paperwork load is real. If you are a large enterprise or outside Canada, we are probably not the right fit.

With a free 20-minute process map. We walk your workflow together and you leave knowing which workflows cost your team the most hours, whether or not you work with us. If it makes sense for both of us, the next step is one workflow as a fixed-scope pilot.

Fixed scope, fixed price, fixed date. Kickoff is about two weeks out, the workflow is built and live in about three weeks, and you know the price up front before anything starts. Anything larger is scoped only after that first workflow is live and measured, so you decide with real numbers instead of a proposal.

No. The assistant sits on top of what you already run, so your team keeps working the way they work today. That is what enterprise-grade without enterprise complexity means in practice: the capability, without a rip-and-replace project.

It is built to stop and ask. Confidence thresholds mean it escalates instead of guessing, your people approve anything that matters, and you set where that line sits. We prove it on your own files before you commit to more, and every run leaves a full audit trail of what it read and what it did.

Your data stays yours, in your control. We work with least-privilege access to your systems, and there is an NDA in place before we look at a single file. Files used in the proof are anonymized.