Intake & triage
Work arrives by email, form, portal, phone or PDF. Something has to read it, classify it, prioritise it and route it to the right place. This is the highest-volume, lowest-value work in most organisations.
A claims adjuster, a conveyancing paralegal and a freight coordinator would all tell you their job is nothing like the others'. Structurally, they're doing the same six things: receiving unstructured input, classifying it, extracting data, checking it against rules, routing it somewhere, and chasing whoever hasn't responded.
That's why we don't specialise by vertical. We specialise in those six patterns — which is what lets us move fast in a sector we've never worked in before.
Work arrives by email, form, portal, phone or PDF. Something has to read it, classify it, prioritise it and route it to the right place. This is the highest-volume, lowest-value work in most organisations.
Pulling structured fields out of unstructured documents and typing them into a system of record. Universally hated, universally error-prone, now largely solvable.
Does this match the contract? Is it within policy? Are the numbers consistent? Rules-based verification with an AI layer for the judgement calls.
The same information living in five places, updated manually in each. Every business over 20 people has this problem and most have stopped noticing it.
Nudging customers, suppliers, staff and systems that haven't responded. Endless, tedious, and exactly what an agent should own.
Consolidating numbers from several places and writing the narrative around them. Reliably automatable, and it buys back senior people's time.
A sample of the automations we're most often asked for, by sector. If yours isn't listed, it's not a problem — it just means we haven't written the card yet.
Patient intake forms, insurance eligibility checks, referral triage, appointment reminders and no-show recovery, clinical note summarisation, claims preparation.
Invoice capture and coding, three-way matching, expense policy checks, bank reconciliation, month-end reporting packs, audit evidence collection.
Contract review and clause extraction, due diligence document sorting, regulatory change monitoring, matter intake, time capture, precedent search.
Enquiry qualification and instant response, listing generation and syndication, tenancy document processing, maintenance request triage, comparables research.
WISMO and returns handling, product data enrichment, review and feedback analysis, inventory and supplier sync, personalised lifecycle campaigns.
Bill of lading and manifest processing, shipment exception detection, carrier rate comparison, proof-of-delivery capture, customer status updates.
Purchase order processing, quality inspection reports, maintenance scheduling and predictive alerts, supplier onboarding, production reporting.
FNOL intake and classification, claims document extraction, coverage verification, fraud signal flagging, renewal and policy admin workflows.
CV screening and shortlisting, interview scheduling, candidate communication, reference and right-to-work checks, onboarding paperwork, policy Q&A copilot.
Quote and tender preparation, subcontractor compliance tracking, variation and RFI handling, timesheet capture, progress report generation.
Client reporting automation, content production pipelines, brief-to-draft workflows, campaign QA, proposal generation, resource forecasting.
Support deflection agents, onboarding automation, churn signal detection, usage-based billing checks, internal engineering copilots, documentation upkeep.
Enrolment and enquiry handling, timetabling, assessment feedback assistance, learner progress reporting, funding and compliance evidence.
Booking and enquiry agents, review response, supplier reconciliation, itinerary generation, dynamic pricing inputs, rota and shift admin.
Client onboarding and KYC, engagement letter generation, time capture from activity, deliverable drafting, pipeline and proposal automation.
The engineering discipline is the same at every scale. What changes is the number of stakeholders, the compliance surface and how much legacy you're carrying — all of which we scope during the audit rather than discovering halfway through.
Usually one painful process eating a whole day a week. Fast, cheap, transformative. Often live in under three weeks.
The sweet spot. Enough volume to justify real engineering, few enough layers to move quickly. This is where automation compounds hardest.
Multi-department programmes with security review, data residency, change control and audit requirements. Slower by necessity, larger by payoff.
Good — those are usually the most interesting projects. Tell us what your team spends its week doing and we'll tell you honestly what's automatable.