Category: Case Study
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Case Study: AI Automation for Subcontractor Prequalification Forms in Construction Consulting
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Company: Fender Strategic GroupIndustry: Commercial constructionUse Case: Automating completion of subcontractor pre-qualification forms from general contractorsPrimary Forms: SDB Inc. Subcontractor Prequalification Form, Vision Builders Subcontractor Qualification Form, Emerson Construction Subcontractor…
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AI Automation for USCIS Forms and Client Intakes – An Immigration Law Practice Case Study
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Company: Hong LLCLocation: Minnesota, United StatesIndustry: Immigration lawUse Case: Automating preparation of multiple U.S. immigration forms (work permits, adjustment of status, family‑based petitions and payment authorisations)Primary Forms: I‑765 (Application for…
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UAE Mortgage Broker Case Study – Automating Multi-Bank Applications with AI
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Company: MortigoIndustry: Mortgage BrokerageLocation: Dubai, United Arab EmiratesUse Case: Multi-bank mortgage application automationPrimary Forms: UAE home loan and commercial property applications (English)Languages: Primarily English for form completion, bilingual documentation compliance…
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Real Estate Brokerage Case Study: Automating TXR and Other Texas Commercial Contracts with AI Form Filling
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Company: Panther Capital GroupIndustry: Real Estate Brokerage & InvestmentLocation: Orlando, FloridaUse Case: Commercial real estate contract automationPrimary Forms: Texas commercial real estate contracts (TXR forms), NDAs, LOIs, PSAsMonthly Volume: 10-50…
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AI Automation for Supplier Surveys and Credit Applications – Hardcraft Industries Case Study
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“There’s just a bunch of repetitive stuff we get and it’s a waste of time for a human being to put our name into it… In the perfect world, I…
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Case Study: How an Independent BCBA Cut ABA Report Time from 3 Hours to 2 Minutes
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“I have to write a lot of reports… I would love for that to be automated.”– Chanie Richler, MS, BCBA. Client: Independent BCBA providing ABA therapy services in the USIndustry: Applied Behavior…
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Case Study: How a Financial Services Firm Uses AI to Complete Complex HTK and Annuity Paperwork
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Client: 1847FinancialIndustry: Financial servicesUse Case: Automating processing of rollover recommendations, account agreements, and annuity applications for financial advisingForms: HTK Recommendation and Attestation Form, Account Agreement & Disclosure Booklet, EquiTrust Annuity…
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Case Study: How IconicCare Automated Credentialing Forms for Independent Contractors with AI
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At a Glance Client: IconicCareIndustry: Healthcare staffing/provider credentialingUse Case: Automating completion of provider credentialing application forms across multiple partner facilitiesForms: Independent Contractor Initial Credentialing Applications About IconicCare IconicCare provides physician-led…
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Case Study: How a Toronto Real Estate Brokerage Processes Complex MLS and Compliance Forms with AI
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Company: NDA (Toronto-based real estate brokerage)Location: Toronto, CanadaIndustry: Real Estate BrokerageUse case: Automating the completion of government real‑estate forms (MLS listing data, FINTRAC identification, purchase/sale agreements, waivers)Forms automated: ≈15 unique…
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Case Study: Real Estate Agency Automating Property Appraisals and Agency Agreements in New Zealand
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Client: New Zealand Real Estate Agency (under NDA)Industry: Real estate / property appraisal, listings, offersPrimary forms: Residential Agency Agreements; Agreement for Sale and Purchase (offers)Annual volume: 250+ property offer forms…