The same information, entered again
People move details between emails, documents, and business systems before the next person can act.
SubAI builds and manages automation for the work slowing your team down, from intake and document processing to follow-ups and reporting.
Tell us where work gets stuck. We'll explore whether there's a worthwhile place to start.
Give your team more capacity to serve customers, respond faster, and take on more business.
Where growth gets held up
A new inquiry comes in. Someone copies the details, checks the documents, updates a spreadsheet, and chases the next step. Your team stays busy, but the customer is still waiting.
People move details between emails, documents, and business systems before the next person can act.
An inquiry, quote, or update sits until someone has time to pick it up.
The people you rely on for judgment and customer service spend their day checking, copying, and chasing.
Law firms · CPA and accounting firms · Construction · Manufacturing · Insurance · Engineering · Logistics
and professional services companies carrying the same recurring handling.
An example workflow
The way it runs today
With the automation running
With the right automation, routine steps move forward, exceptions go to a person, and completion is tracked.
What this can look like
We help you spend less on recurring work such as intake, data entry, filings, and reports. We also help you act on revenue opportunities before they slip away, from late quotes and missed follow-ups to overdue collections reminders.
We also build and maintain the connections between your systems and the reporting that shows what each workflow is worth, with revenue estimates clearly labeled.
Capture incoming information, organize it, and prepare it for the next step. Flag missing details and route exceptions for review.
Turn an incoming request or a change in status into a clear next action, with review where your process requires it.
Bring information from your business systems into a recurring report, so your team can act without assembling it by hand each time.
Review intake calls against agreed criteria and flag conversations for a manager to review or coach.
We agree what should happen automatically, what needs a person, and how to tell whether the process is working.
Manual work cost calculator
Enter how often a task happens, how long it takes, and the cost of the people doing it. Every input is yours; we only do the multiplication.
A clear test before automation billing
01
Before we build, we agree in writing on the success measure, the test, and the monthly price.
02
The build and 30-day proving period are unbilled.
03
Your automation's monthly billing starts the day it meets the agreed success test.
04
The separate $2,000 diagnostic pays for your written report and remains payable either way.
A $2,000 paid diagnostic. No implementation fee. Automation billing starts when the success test agreed in writing is met. See pricing
Visible results
Standard engagements include a weekly report, or monthly if you prefer. What completed successfully, the quality of the results, and what needs attention. Where an agreed baseline exists, we show estimated staff capacity released and its labor-cost equivalent. Other capabilities show useful activity and outcomes without a fabricated dollar figure.
Handled
412
documents this week
To a person
37
exceptions routed for review
Median turnaround
18m
agreed measure: under 60m
Hours displaced
46.2
against your confirmed baseline
Example figures. Calculated value is tied to the baseline you confirm with us.
Built and managed for you
We map the process, build the connections, test the work, and keep the automation running. Your team helps define what good looks like and reviews the parts that need its judgment.
After launch, we monitor performance, handle fixes, and improve the workflow. You get clear reports on what it handled and how it performed.
Start with your business
You probably know what takes too long, gets entered twice, or needs another reminder. Bring that to the conversation. We'll look at the work with you and see whether a paid diagnostic makes sense.
Start with the process you want to improve.