Workflows we deploy
The work your team repeats. Done by a system that doesn’t tire.
Group by what the work is, not who’s asking for it. Industry chips on every card show where each workflow is live and where it’s on the roadmap.
Engagement
10 workflowsCitizen, customer & client engagement
How your team talks to the people who need them — helplines, qualification, status updates, drafted comms.
Referral leakage prevention & follow-up
Track outbound referrals across fax, portal, and email. Auto-nudge the patient and the referring practice until the appointment is booked.
Inbound lead qualification
A voice and chat agent qualifies web and phone inquiries for ortho, bariatrics, cardiology, and cosmetic. Warm handoff in under a minute.
No-show prediction & outreach
Risk-score every appointment. Tiered reminders, transport offers, intelligent overbooking — without a manual triage queue.
Patient collections outreach
Conversational AI for self-pay balances over SMS and voice. Payment plans, propensity-based segmentation, lower cost per dollar collected.
Client servicing
Draft grounded responses to client requests using your own product, policy, and account context.
Customer ops & shipment status
Answer 'where's my load?' across email and portal with grounded, real-time facts.
Proactive track-and-trace & exception alerts
Push outbound: ETA updates, dwell and detention warnings, and exception notices — to the right customer contact, before they ask.
Citizen intake & routing
Triage inbound requests across phone, web, WhatsApp, and walk-in channels. Route to the right desk with a draft reply attached.
Multi-lingual citizen helpline & WhatsApp agent
Voice and WhatsApp agent in Hindi and regional languages for scheme queries, eligibility checks, and grievance intake. Warm handoff to a human for sensitive cases.
Grievance redressal triage
Classify, route to the right desk, draft initial response, track SLA. Escalate stale cases visible on the CMO or PMO dashboard.
Documents
2 workflowsDocument intake & file management
Pull structured data from incoming documents. Organize the matter file.
Document intake
Pull and verify structured data from incoming documents. Flag what a human needs to see.
Matter file organization & search
Centralize all case files, pleadings, orders, exhibits, vakalats, and affidavits per matter. Search the corpus in seconds.
Deliverables
13 workflowsResearch, drafting & recurring deliverables
Research notes, briefs, pitch books, MIS reports, audit responses — drafted from your source data in your house voice.
Equity research note generation
Draft analyst notes from 10-K, 10-Q, earnings transcripts, and prior coverage. Every claim cited back to the source.
Fund & ETF analytics
Natural-language screener across mutual funds and ETFs. Peer comparison, expense and style-drift detection against stated mandate.
Earnings call intelligence
Transcripts to summary plus Q&A theme extraction, quarter-over-quarter delta, and tone-shift detection — same day as the call.
Investor letter drafting
Quarterly and annual LP letters drafted from performance data, portfolio events, and prior letters — in your house voice.
Pitch books, IC memos & recurring client decks
Assemble branded deliverables from your source-of-truth data each cycle: sell-side pitch books, IC memos, quarterly client reviews, fund factsheets, board decks. Your template, your numbers, your tone.
Portfolio attribution & commentary
Explain what drove returns by sector, factor, and name. Drafted narrative ready for client and LP communications.
Legal research with citation
Find on-point Indian case law, statutes, and regulations. Produce a memo with cited authorities — no hallucinated citations.
Brief, petition & application drafting
Assemble drafts — writ petitions, applications, replies, rejoinders — from facts, precedent, and your firm's house voice.
RP / IRP reporting
Periodic Resolution Professional reports for the CoC and NCLT. Pulls from claims register, valuation, and the case timeline.
Meeting minutes management
Draft, circulate, and track action items from CoC meetings, client meetings, and internal case-strategy reviews.
Reporting & insights
Generate the recurring reports your staff hand-builds today, from the same source systems — HMIS, scheme MIS, PFMS.
District MIS & secretariat briefings
Auto-pull from HMIS, scheme rolls, attendance, and PFMS DBT logs. Generate weekly briefs for DMs and monthly briefs for secretariats and the CMO.
RTI, audit & parliamentary Q drafting
Turn an audit para, RTI request, or starred or unstarred question into a compliant draft response with citations from the underlying file.
Compliance
9 workflowsCompliance, audit & surveillance
Pre-screen, monitor, and respond to compliance and audit asks.
Compliance review
Pre-screen transactions, contracts, and disclosures against policy. Surface the exceptions, not the noise.
Real-time news & filings monitoring
Materiality-tagged feed tied to your positions or watchlist. Deduped across sources, routed to the desk that needs to know.
E-communications surveillance
Screen chat and email for market-abuse signals — front-running, insider, collusion language. Cut false-positive load on compliance.
Denials & appeals
Classify denials by CARC/RARC, route to the right queue, draft appeals with cited clinical evidence.
Computer-assisted coding + CDI
Suggest ICD-10, CPT, and HCC codes from clinical notes. Real-time prompts to clinicians for documentation specificity.
Payer contract leakage recovery
Re-price every claim against contract terms. Surface systemic underpayment by payer and CPT, draft recovery letters.
Procurement & document review
Read GeM and CPPP RFP responses and contracts against requirements. Surface gaps with citations attached.
Public health surveillance & outbreak briefs
IDSP line-lists and HMIS into a district outbreak summary with recommended action. Flag clusters early.
Contract review & redlining
Playbook-based review of NDAs, MSAs, vendor contracts, and employment agreements. Flag deviations and propose redlines in your firm's house style.
Operations
17 workflowsOperations & casework
Dispatch, casework, scheme drafting, CoC management, trade breaks — the workflows that keep operations moving.
Dispatch & exception handling
Auto-triage delivery exceptions, suggest re-routes, draft carrier comms. Operators approve in one click.
Carrier sourcing & onboarding
Find and qualify carriers for a lane, run insurance, authority, and CSA checks, and onboard end-to-end. Monitor compliance drift after go-live.
Detention, demurrage & accessorial billing
Auto-detect dwell, calculate accessorials against contract terms, and bill. Stop leaving extras on the table.
Appointment scheduling
Book dock appointments across shipper portals and warehouse phone trees. Reschedule when the trailer is going to be late.
Claims management
File and process freight claims end-to-end: gather docs, classify cause, draft submissions, chase carrier responses.
Invoice audit & dispute resolution
Match carrier invoices against rate confirmations and accessorial rules. Flag overbills and draft the dispute.
Last-mile route optimization
Multi-stop sequencing with time windows and capacity. Dynamic re-route when exceptions hit the day-of plan.
Prior authorization
Draft prior-auth requests from chart data and payer policy. Submit in minutes, not days. Active build alongside design partners.
Underwriting support
Assemble the deal memo from source documents. Let analysts spend time on judgment, not retrieval. Active build alongside design partners.
Trade break & reconciliation investigator
Root-cause settlement breaks across counterparties, suggest fixes, and draft the resolution email. Built with operations design partners.
Case & application review
Pre-screen scheme applications against eligibility rules. Surface what a human needs to decide, with the supporting record attached.
Scheme eligibility & application drafting
Citizen describes their situation in their language. Agent maps to eligible DBT schemes, flags missing documents, drafts and submits the application.
eOffice noting & file movement
Summarize file history, draft section notes, surface inter-dependencies and prior precedents, and route to the next desk with the supporting paras attached.
Hearing calendar & cause-list monitoring
Auto-pull hearing dates from NCLT cause lists, court daily orders, and tribunal calendars into a unified team calendar. Reminders tied to each matter.
Court proceeding tracker
Capture what happened at each hearing: orders passed, next dates, interim orders, oral observations. Threaded to the matter file with audit trail.
CoC (Committee of Creditors) management
Agendas, minutes, voting results, e-voting reconciliation, and resolution tracking across CIRP meetings.
Claims verification & admission
Receive, verify, and admit or reject creditor claims under Section 7, 9, and 10 with a defensible reasoning trail.
Pricing
3 workflowsPricing, quoting & sales ops
Rate desk, RFP bidding, and bid evaluation.
Quote & rate desk
Draft rate quotes from RFQs in seconds, with margin guardrails your desk approves.
Spot tender response & RFP bidding
Respond to shipper spot tenders and RFP rounds with margin-guardrail pricing. Every bid explains its own logic.
Section 29A bid evaluation
Evaluate resolution plans against Section 29A eligibility. Surface ineligibility flags with citations.