Case studies

Case Studies

Meridian Wealth Partners

Salesforce

A financial advisory firm using three agents to qualify inbound leads, schedule advisor meetings, and track contract renewals — freeing advisors from calendar coordination entirely.

Brightline Logistics

HubSpot

A logistics company whose support triage agent classifies and routes every incoming ticket in real time, backed by a shipment-status agent that answers routine customer questions instantly.

Ashford & Cole Legal

Pipedrive

A law firm using an intake qualifier to screen new case inquiries against conflict-of-interest checks before they ever reach an attorney's desk.