Case Studies

The OS at Work Inside Real Firms

How the Orca Edge AI Operations OS changes the numbers inside law firms, financial firms, tax practices, and mortgage firms: the leak, what we built, and what moved

Mortgage BrokersOur demonstration firm · built and running on live AI

Rivergate Mortgages

AI client intake and CRM, built end to end: intake, booking, dashboard

Mortgage firms lose borrowers to whichever broker answers first. Evening inquiries sit until morning and follow-up depends on who remembers. We built Rivergate Mortgages as a complete working demonstration of the fix, the same system we configure for real firms

What we built

✓24/7 AI website chat that qualifies every inquiry✓In-chat booking from real availability, no double-booking✓Real-time operations dashboard with AI reasoning on every lead✓Human handoff, follow-up nudge, audit trail, and email confirmations

Try the Live Demo →Explore the Mortgage Broker solution →

What moved

SecondsTo first reply, at any hour

LiveChat, book, and watch it land on the dashboard

YoursThe same build, configured for your firm

“This one is not a scenario. It is our own working build, chat with it and watch the dashboard update”Orca Edge, live demonstration

Financial FirmsOur demonstration firm · built and running on live AI

Meridian Financial Partners

AI lead qualification and pipeline, built end to end: every lead scored, ranked, and nurtured

Accountancy and advisory firms sit on lead lists they never work. Enquiries pile up in an inbox, all treated the same, and the good ones go cold next to the time-wasters. We built Meridian Financial Partners as a complete working demonstration of the fix, the same sales brain we configure for real firms

What we built

✓Every lead scored 0 to 100 with the reasons shown, not a black box✓Not-yet-ready leads nurtured automatically so none go cold✓Hot leads flagged and routed to a partner the moment they qualify✓One live pipeline with a daily briefing and a weighted forecast

Try the Live Demo →Explore the Financial Firm solution →

What moved

LiveImport a list and watch it rank in seconds

Every scoreExplained in plain words

YoursThe same build, configured for your firm

“This one is not a scenario. It is our own working build, import a list and watch the pipeline score and rank it”Orca Edge, live demonstration

Law FirmsLitigation practice · 9 lawyers · commercial disputes

Whitmore & Vance

Letters and documents drafted in minutes, signed off by a partner

Client letters, engagement terms, and routine correspondence were assembled by hand from old files. Drafting took days, wording drifted from the approved templates, and a missing clause once reached a client. Fee-earners were doing document assembly instead of billable work

What we built

✓Letters and documents generated from live matter records✓AI review that flags missing or wrong clauses before a lawyer sees it✓Mandatory partner sign-off on everything client-facing✓Standard correspondence produced from approved templates

Try the Live Demo →Explore the Law Firm solution →

What moved

3 days → same dayLetter and document turnaround

12 hrs/weekFee-earner drafting time recovered

100%Client-facing documents through sign-off

“Drafts arrive ready to review, not ready to rewrite”Managing Partner, Whitmore & Vance

Tax PracticesTax practice · 11 staff · seasonal surge every filing period

Sterling Tax Partners

A filing season that ran itself

Every deadline period tripled the message volume. Clients called for status updates, staff stopped preparation work to answer, and chasing missing documents consumed entire mornings. The busiest weeks of the year were also the least productive per hour

What we built

✓Automatic status updates at every filing milestone✓Scheduled document chasing until files are complete✓AI answers to routine questions from live data✓Sensitive communications routed to staff first

Explore the Tax Practice solution →

What moved

-64%Status-update calls during peak season

2.3x fasterClient files reaching completion

ZeroDeadlines missed in the season

“Deadline week finally ran the system instead of running the team”Partner, Sterling Tax

Live Environment

AI Client Intake & CRM Is Built. Test It Yourself

Our AI Client Intake & CRM Automation system is running on live AI as Rivergate Mortgages, a demonstration firm. Chat with it as a borrower would, book a real appointment slot in the chat, then open the dashboard and watch your own conversation arrive, qualified, with the AI reasoning attached. Here is what is running in it today:

24/7 website chat answering in secondsWebsite and lead-ad form intakeEmail, WhatsApp, SMS, Messenger, Instagram: ready to switch onIn-chat booking from real availabilityNo double-booking, everReal-time operations dashboardAI reasoning on every leadHuman handoff on sensitive casesFollow-up nudge and spam protectionBooking confirmations by emailFull audit trail

Try the Live Demo →See the live operations dashboard →

The live Tool 1 demo: Rivergate Mortgages site with the AI intake chat open

The live lead pipeline demo: Meridian Financial Partners leads scored and ranked on the operations dashboard

Live Environment

AI Lead Qualification & Pipeline Is Built. Test It Yourself

Our AI Lead Qualification & Pipeline Management system is running on live AI as Meridian Financial Partners, a demonstration firm. Add your own CRM export or lead-list CSV and watch every lead scored, ranked, and explained in seconds, the hot ones flagged for a partner and the rest nurtured automatically. Here is what is running in it today:

Add your CRM or CSV and see how it ranks your leadsEvery lead scored 0 to 100, with the reasons shownHot leads flagged and routed to a partnerNot-yet-ready leads nurtured automaticallyA ranked pipeline that scales to hundredsDaily briefing and weighted forecastWhere leads come from and what is closingDrag-and-drop stage controlOpt-out and full audit trail

Try the Live Demo →Import a list and watch it rank →

See What These Scenarios Look Like In Your Firm

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