All case studies
Professional Services2026

OpsForge — Internal Automation Platform

An internal automation hub with AI agents handling onboarding, reporting, and compliance workflows — saving 1,900 staff-hours monthly.

OpsForge for a 900-person services firm

1,900 hrs

saved monthly across teams

12 → 2

handoffs per client onboarding

100%

compliance check completion

The Challenge

A services firm's back office ran on email and spreadsheets: client onboarding took 12 handoffs across 5 departments, monthly reporting consumed a full week, and compliance checks were skipped under deadline pressure.

The Solution

We built an automation platform on their existing tools: orchestrated onboarding flows with automatic document collection and verification, AI agents that assemble monthly client reports from project systems, and compliance checklists that enforce themselves. Everything visible in one operations dashboard with SLA tracking.

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