Small business (2–50) Quick-win agents, live in 2–6 weeks Mid-market & enterprise Integrated, multi-system builds, 8–20 weeks
Healthcare Independent medical practices, dental offices, physical therapy clinics, and specialty practices (2-50 staff). Their pain is administrative: phones that never stop ringing, no-shows, insurance verification, and patient intake paperwork.
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Legal Small law firms and solo practitioners (1-20 attorneys), especially in immigration, family, estate, personal injury, and small-business law. Their pain is billable-hour pressure, document-heavy workflows, and client intake.
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CPA & Accounting Small accounting firms (2-30 staff) serving SMB clients. Tax season chaos, manual data entry, and client-chasing are their biggest pains - all of which AI is uniquely good at solving.
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Finance Small registered investment advisors (RIAs), independent financial planners, wealth managers, and boutique investment firms. Pain: compliance reporting, client review prep, and operations overhead.
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Real Estate Residential and commercial brokerages (5-50 agents), property management companies, and small real estate investment firms. Pain: lead response speed, listing prep, tenant communications.
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Insurance Independent insurance agencies and brokerages (3-30 staff) in P&C, health, or commercial lines. Pain: quote generation speed, policy servicing volume, and renewal workflows.
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Manufacturing Small and mid-sized manufacturers (20-250 employees), especially custom job shops, contract manufacturers, and specialty producers. Pain: quote response time, production scheduling, and vendor/inventory management.
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Retail Small and mid-sized retailers - DTC e-commerce brands, boutique multi-store operators, and omnichannel retailers (2-50 employees). Pain: customer service volume, inventory and merchandising decisions, and marketing operations.
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