Anonymised at client request. Numbers are real, measured at 90 days post-rollout.
Senior associates were spending 8–12 hours a week drafting client proposals and engagement letters from scratch.
Built a proposal copilot trained on the firm's past wins, fees and templates, integrated with their practice management system.
Site supervisors took photos and voice notes, then estimators spent days converting them into priced quotes.
Voice-to-quote pipeline using on-device transcription, photo analysis and the company's pricing book — output drops straight into Xero.
Practitioners were doing 1.5–2 hours of letter-writing per day, contributing to clinician churn.
Privacy-safe clinical letter assistant trained on the practice's tone, with all PHI processed in Australian regions and logged via Tork Network governance.
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