Bookkeeping transaction categorization
Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review.
smb
prof-services
finance
accounting
inference
retrieval
evaluation
Tax prep client data collection
Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges.
smb
prof-services
operations
accounting
inference
retrieval
agentic
multimodal
evaluation
Dental insurance verification
Pre-visit: pull eligibility, benefits, max remaining; flag pre-auth needed; calculate patient out-of-pocket.
smb
healthcare
operations
dental
inference
retrieval
agentic
evaluation
Dental recall + dormant patient reactivation
Identify patients overdue for cleaning/check-up; multi-channel personalized recall; rebook from dormant list.
smb
healthcare
marketing
dental
inference
retrieval
agentic
voice
evaluation
Dental treatment plan explainer
Explain proposed treatment in plain language with cost breakdown + payment options; answer common questions about procedures.
smb
healthcare
operations
dental
inference
retrieval
voice
multimodal
evaluation
Legal billable time capture + narrative
Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work.
smb
prof-services
finance
law
inference
retrieval
agentic
evaluation
Law firm conflict check + matter intake
New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup.
smb
prof-services
operations
law
inference
retrieval
agentic
evaluation
Legal document drafting (contracts, demand letters)
First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review.
smb
prof-services
operations
law
inference
retrieval
evaluation