Client onboarding
Bring intake forms, account records, and service requirements together. Prepare the next steps for the person responsible to review.
Middle-market companies
AI built for the scale of your operation.
Connect the systems you already run and reduce the work your managers carry by hand. Zaigo brings the technical team to build, test, and support AI inside your operation.
Where you are
The work between your systems adds up.
As the business grows, the manual steps between departments become harder to manage.
- 01
The systems grew up apart
Client records live in one system. Research and project plans live in others. Updates arrive by email. People keep the work moving by copying information between them.
- 02
Managers have full days
The people who understand the process are also the people running it. A build needs clear decisions and a realistic demand on their time.
- 03
Month-end is assembled by hand
The numbers the owner or the board sees are stitched together from exports and spreadsheets in the first week of the month, by people who have other jobs.
- 04
Integrations need an owner
Connecting a new tool to existing systems takes technical work, access decisions, and testing. Someone needs to own that delivery.
In your operation
Bring the work together.
Examples of workflows we can connect, with review steps and exceptions designed around your operation.
Management reporting
Bring figures together from operating systems, flag differences, and prepare a consistent report pack for the team to review.
Shared scheduling
Bring capacity, priorities, and operating constraints into a shared view. Prepare scheduling suggestions for the manager responsible to approve.
Knowledge search
Find relevant research, guidance, and past work across approved sources. Show supporting references and gaps so the team can assess the answer.
How it works for you
Fit the build around the business.
An agreed workflow, a named owner, and a clear plan for integration, testing, and handover.
- 01
A named workflow owner
We agree who makes decisions on your side and when we need input from users or system owners.
- 02
One workflow at a time
Choose by expected value and feasibility, then measure the result before deciding where to expand.
- 03
Build on your existing systems
We assess how to connect the client records, documents, inboxes, and tools already in place. Any required changes are part of the agreed scope.
- 04
Trained before we leave
Whoever owns the workflow learns to run the system before the engagement ends, with documentation they will actually use.
Measure the change
1Agreed baseline for each workflow
We measure the manual work before the build and compare results once the system is live. Time, accuracy, and cost give your team a practical basis for the next decision.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo