Selected work

An enterprise manufacturer

Enterprise workflow automation

iQonAi extended an enterprise manufacturer’s order-entry automation platform with AI — taking the largest product line from 30% to 98% automation over 6 months, with $1.8M in projected savings from reduced manual processing.

• Workflow Automation
• Manufacturing
• Enterprise Scale
• AI

BD Auto Detailing

Inbound lead qualification

BD Auto Detailing has run 1,697 conversations through its inbound lead qualification system since March 2025 — 80% handled automatically end-to-end, with first response in seconds.

• Lead Qualification
• Workflow Automation
• AI
• Sales Operations

A California law firm

Case management & intelligence

A California law firm tracked case status by hand — coordinators watching for new documents and asking colleagues where each case stood. iQonAi built a system that turns unstructured legal documents into structured facts and deterministic case-state updates. In a 30-case live pilot it matched the firm’s documented stage baseline on 26 cases, tracked genuine progression ahead of it on 4, and fell behind on none. All new case intake now flows through it — 200+ live cases in its first three months.

• Case Management
• Pipeline Analytics
• Legal Operations
• AI

01

Workflow first

Every engagement starts with the business workflow, not the technology. We identify the operational problem, map the current process, and define the decision points and the data each one requires. We establish what success looks like in measurable business terms. Software, automation, and AI are the tools. The workflow decides which of them the system needs.

02

Iterative delivery

We build a working version early and put it in front of the people who own the workflow. The system proves itself on your real data, in your real conditions, before it takes on real work. Then we harden it for scale, security, reliability, and ongoing operations.

03

Small, hands-on teams

A delivery lead / solution architect owns the business workflow and the technical design. We keep teams small and tactical, with direct access to the people who own the workflow. Feedback lands quickly, and production outcomes are validated continuously.

H2O Club

Marine service dispatch

H2O Club dispatches marine service providers to boaters in need — fuel delivery, towing, mechanical help, and more. On-demand marine support, now serving Lake Havasu. H2O Club reports an average dispatch time under 30 minutes and 500+ boaters helped, as published on their site.

• Dispatch system
• Provider network
• Real-time ops

Inbound Lead Qualification System

Lead qualification & routing

BD Auto Detailing (window tint, PPF, ceramic coating) took leads through website forms, email, Facebook, and ad platforms, with no shared surface. Every submission sat waiting for a person to open it, read it, and push it toward sales. Responses could slip for days.

The system pipes all sources into one channel. An agent talks to each lead directly — qualifying the ask, answering questions, and getting them scheduled. When it hits something it can’t resolve, it flags a human instead of guessing.

Since launch in March 2025, the system has processed 1,697 conversations, counted from conversations tracked in the database. It handled 80% without escalation and escalated 20% to a human for quotes, with the first response landing within seconds of form submission. Qualified leads are booked on the calendar and written to the CRM with the job details attached. Sales opens the day with appointments already set, not a queue to sort.

• Lead Qualification
• Workflow Automation
• AI
• Sales Operations

Legal Operations Platform

Case management & intelligence

A law firm ran cases by having operations staff track which files were uploaded and ask colleagues for status updates. The firm made money, but had no view of pipeline revenue, case progression, or forecastable indicators.

Six months from start to first production use. The firm changed nothing about how it operates. Documents go to the same place, with no added structure. OCR and document parsing read them, LLMs turn the raw text into structured data with actions attached, and deterministic algorithms use that data to manage cases and produce metrics.

The firm now sees how cases move through the pipeline, when they stall, and what holds them back. That visibility improves forecasting and surfaces which third parties lead to ideal outcomes.

The system is in production on the firm’s live caseload — all new case intake now flows through it, 200+ live cases in its first three months. It earned that in a 30-case pilot, where it matched the firm’s documented stage baseline exactly on 26 cases, tracked genuine progression ahead of it on 4, and fell behind on none.

• Case management
• Pipeline analytics
• Forecasting
• AI-powered