Industries
Each page below is written around the documents one industry actually produces, from an RFQ packet to a grant report to an adverse action notice, and around the work that should stay away from AI in that industry. The service underneath all six is the same: one company-wide workspace, seats for the people who use it, budget set by team and department, and a spend ceiling you control. Start with the page closest to your own work.
RFQ intake, first-pass quotes off your own job history, work instructions after an engineering change and the quality paperwork before an audit. Seats go to the people at a screen, so the shop’s headcount does not set the bill.
What we do hereProposals and RFP responses, engagement letters, long documents summarized with page citations and meeting notes turned into dated actions. The line for what AI never touches gets written down before anyone logs in.
What we do hereRenewal summaries, side-by-side carrier proposal comparisons, certificate language and claims correspondence. When one producer works out a sharper way to handle an account, it becomes a template the whole agency can run.
What we do hereBid documents read, scope letters drafted, RFIs written from a field question, change order narratives, daily logs and service follow-ups. Built for offices where the paperwork waits until the crews go home.
What we do hereGrant proposals built from your own boilerplate, funder reports, appeal drafts by segment and board packets. Donor names and gift amounts can stay in your CRM, because a description of the segment is enough to draft from.
What we do hereAdverse action notices in your own approved wording, policy drafts, a fee change said the same way in every channel, collections letters and board minutes. Suspicious activity report material is out of scope, and that line gets drawn before the first seat is turned on.
What we do hereThe readiness review is where every engagement starts. Where AI is already being used, what data it is touching, what it costs across the expense reports, and what it would take to bring it under control. You get the findings whether or not you go further.