Healthcare & clinical
Appointment rescheduling by phone, referral triage, and a policy assistant that quotes the clause so clinicians don’t have to ring the help desk. Built to keep patient data inside your boundary.
Voice · Asklookups −94%
Solutions
The same four products, pointed at your bottleneck
Nobody buys automation. They buy a shorter queue, a call that gets answered, an invoice that clears. Here is where ours have actually moved those numbers.
By industry
Where we’ve done this before
Each of these started as one process. The number underneath is what the first deployment moved, measured ninety days in.
Logistics & field service
Delivery rescheduling, driver check-ins, proof-of-delivery exceptions and the after-hours phone queue that nobody wants to staff. Peaks handled without hiring for December.
Voice · Flowmissed calls −94%
Financial services
Invoice matching, KYC document intake, client onboarding packs and an assistant over your policy library. Approval gates on anything that moves money, logged for audit by default.
Flow · Askcycle 9d → 1.5d
Real estate & property
Viewing bookings taken by voice at any hour, maintenance triage with photo intake, tenancy document questions answered from the actual agreement rather than from memory.
Voice · Studioviewings +38%
Retail & e-commerce
Order status, returns authorisation and refund exceptions, plus seasonal call surge absorbed without a temp team. Connects to the order system you already run.
Voice · Flowreturns 2d → 4h
Professional services
Timesheet chasing, engagement letter assembly, proposal drafting from precedent, and a searchable answer layer over a decade of matter files and deliverables.
Studio · Askadmin −11 h/wk
By use case
Where teams actually start
Four entry points, ordered by how often clients pick them. All four are small enough to prove or kill inside a quarter.
The after-hours queue
Calls arriving when nobody is there. The cheapest place to start because the comparison is a voicemail box.
Smart365 Voice · 4 weeks
A document queue
Invoices, claims, applications. High volume, clear rules, and an obvious number to measure before and after.
Smart365 Flow · 6 weeks
“Where is that written?”
When people interrupt each other to find a policy, a clause or a past decision. Fastest to show value.
Smart365 Ask · 3 weeks
Death by small tasks
Twenty copy-paste jobs a week, none big enough to fix alone. Fix them together, in a tool your team can maintain.
Smart365 Studio · 4 weeks
Case studies
Three deployments, in detail
Figures are the client’s own, measured against the ninety days before go-live.
Logistics
6 weeks to live
Northwind Logistics
Eleven thousand inbound calls a month, a third of them arriving after the contact centre closed. Reschedule requests were going to voicemail and coming back the next morning as complaints.
What we built: a voice agent on the after-hours line with write access to the delivery system, plus a Flow automation that reconciles overnight changes with the depot schedule before the first shift starts.
94%fewer missed calls
71%handled end to end
£340kannual run-rate saved
Financial services
9 weeks to live
Vertex Financial Group
Four people spending most of the month on three-way matching between supplier invoices, purchase orders and goods receipts. Month-end close routinely slipped past day nine.
What we built: a Flow pipeline with field-level confidence thresholds set by their controller, approval gates on any variance above 2%, and a full audit trail their external auditors signed off in the first year.
83%straight through
1.5dcycle, from 9 days
0audit findings
Healthcare
5 weeks to live
Harbourline Health
Eleven thousand pages of clinical policy across four document stores. Nursing staff were phoning an internal help desk to find single paragraphs, averaging twelve minutes per lookup.
What we built: Smart365 Ask over all four stores with permissions inherited intact, clause-level citations on every answer, and an explicit refusal when the corpus doesn’t support the question. Deployed inside their own tenant.
40smedian lookup
96%answers cited correctly
4stores unified
Integrations
We connect to what you already run
Standard connectors are included in every plan. Anything not on this list becomes a custom connector, and we build those too.
CRM & sales
ERP & finance
Service & comms
Documents & data
Security & governance
Written into the contract, not the marketing
Most of our clients are regulated. The security questionnaire is a standard part of our sales process, and we answer it before you ask.
Request the security pack
Compliance posture
Current
SOC 2 Type IIAligned
ISO 27001Certified
UK GDPR & EU GDPRCompliant
HIPAA-ready deploymentAvailable
Encryption at restAES-256
Encryption in transitTLS 1.3
Penetration testAnnual, report shared
Audit log retention7 years
Your industry isn’t on the list?
Most of what we build transfers. Tell us the process and we’ll say plainly whether we’ve solved something close enough to be useful.