Case Studies
Real results from real automations
Detailed case studies showing the challenges, solutions, and measurable operational benchmarks from our automation deployments across UK-regulated sectors.
Operational Benchmarks — DCM-Derived Frameworks
AI Intake & Matter Automation Reduced Administrative Workload by 70%
A 40-person commercial solicitor practice was spending 4+ hours daily on client intake, document collection, conflict checks, and matter setup — all manual, all repetitive.
Operational Benchmarks
The Challenge
The practice had no standardised intake process. New client matters required staff to manually collect documents, run conflict checks across spreadsheets, set up matter files in their practice management system, and send onboarding correspondence. Errors were common, and new matters took 48+ hours to become billable.
Our Solution
We built an AI-powered intake system that captured client information through a secure web form, automatically ran conflict checks against their database, classified and extracted key data from uploaded documents, set up matter records in their PMS, and sent personalised onboarding communications — all within minutes of a client submitting their details. All workflows are aligned with SRA data handling requirements and solicitor-client confidentiality obligations.
Security Approach
All client data was processed within a private, UK-sovereign environment with no external API calls. Document extraction occurred locally, and solicitor-client privilege was preserved through strict data isolation architecture. GDPR-compliant infrastructure maintained throughout.
Technologies Used
Customer Support AI Handled 80% of Tickets Without Human Intervention
A fast-growing DTC brand was receiving an average of 800 support tickets per week during peak season. Response times averaged 6 hours. Customer satisfaction was declining.
Operational Benchmarks
The Challenge
The support team of 8 could not scale with the business. The majority of tickets were repetitive: order status, returns, shipping delays, and product queries. Effective automation was not achievable because their data resided across four systems — Shopify, their 3PL, Zendesk, and a bespoke returns portal.
Our Solution
We built a unified AI support system that integrated with all four platforms. The AI could look up real-time order status, initiate returns, issue refunds within defined thresholds, answer product queries from a curated knowledge base, and escalate only genuinely complex cases to human agents with full context pre-loaded.
Security Approach
Customer data was handled with strict access controls — the AI could only access the minimum data required to resolve each ticket type. Payment data was never exposed to the model. All interactions were logged for compliance and quality assurance purposes.
Technologies Used
Finance Operations Automation Saved 200 Hours Per Month in Reporting
A mid-size investment firm's operations team was producing 12 different monthly reports for clients, regulators, and internal leadership — each requiring manual data extraction from multiple systems.
Operational Benchmarks
The Challenge
Every month, the operations team spent the first week pulling data from their portfolio management system, Bloomberg terminal, internal CRM, and Excel models. Data had to be formatted, validated, and cross-referenced manually. Errors occasionally reached clients, creating relationship and regulatory risk against FCA requirements.
Our Solution
We built an automated reporting pipeline that connected all data sources through secure API integrations. On the configured schedule, the system pulled data, validated consistency across sources, applied the firm's standard calculations, generated formatted reports to their templates, and distributed them to the correct recipients — with exceptions flagged for human review. All output maintains FCA-compliant audit trails.
Security Approach
All financial data was handled within the firm's existing infrastructure boundaries. The system used read-only API access to source systems, with no data persisted outside the firm's UK-sovereign environment. Full audit logs were maintained for all report generation events in line with FCA record-keeping requirements.
Technologies Used
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