Service firms,
built around AI.

AI-transformed managed service desk and infrastructure operations

Industry: IT operations

Managed bookkeeping and tax preparation

Industry: Accounting

Home health visits and clinical care

Industry: Healthcare operations

Managed personal-property claims adjustment and valuation

Industry: Insurance

Bookkeeping, tax, payroll, compliance and finance operations

Industry: Accounting

AI photography, video, advertising and search content

Industry: Creative services

Managed IT, service-desk, endpoint and compliance operations

Industry: IT operations

Formation, registered-agent, accounting, payroll and IP operations

Industry: Business operations

Startup legal counsel and contract drafting

Industry: Legal

Business and individual immigration petitions

Industry: Legal

Insurance collections and denial resolution for healthcare providers

Industry: Healthcare operations

Continuous chronic care, remote monitoring and transitional care through a licensed clinical workforce

Industry: Healthcare

Bookkeeping, tax preparation and monthly financial analysis

Industry: Accounting

Transactional counsel for capital allocators and financial institutions

Industry: Legal

AI-led managed IT support, monitoring, security and infrastructure operations

Industry: IT operations

Managed bookkeeping, tax calculation, documents and regulatory reporting

Industry: Accounting operations

Commercial, technology, cyber, privacy and regulatory counsel

Industry: Legal

Accounting service group using a shared AI platform

Industry: Accounting

Drone inspection, digital twins and AI infrastructure analysis

Industry: Inspection

Forensic strategic research for corporate decisions

Industry: Strategy

Clinical, medical-evidence and life-sciences project operations

Industry: Life sciences operations

Bookkeeping, VAT, annual accounts and tax filings

Industry: Accounting

Managed accounting, tax, payroll, incorporation, HR and legal operations

Industry: Business operations

Autonomous underwater inspection and geo-referenced reporting

Industry: Inspection

Managed IT, cloud, security and incident-response operations

Industry: IT operations

Subscription travel agent that finds, books, monitors and changes flights through agentic and human support

Industry: Travel services

Commercial contracts, technology and data advice

Industry: Legal

Managed anti-money-laundering investigations and case operations

Industry: Compliance

Managed advertising campaigns with AI optimization and BrightBid specialists leading strategy and execution

Industry: Marketing

Managed web application testing, defect triage and release gating

Industry: Software quality assurance

Managed freight quoting, booking, tracking and coordination

Industry: Logistics

Managed fund accounting, registry and investor administration using AI agents and Caruso specialists

Industry: Fund administration

Bookkeeping, GST, income tax and TDS filings

Industry: Accounting

Housing design, permitting and construction document review

Industry: Architecture

Managed application, infrastructure and business-process services

Industry: IT and business operations

Third-party claims administration and settlement

Industry: Insurance

Virtual primary care with physician-reviewed prescriptions and lab orders

Industry: Healthcare

Managed lead response, follow-up, scheduling and CRM operations

Industry: Commercial operations

Revenue cycle management for surgical medicine

Industry: Healthcare operations

Managed tail-spend sourcing, negotiation and purchasing

Industry: Procurement

Commercial contracts, compliance and embedded legal operations

Industry: Legal

SLA-backed AIOps, infrastructure monitoring and managed incident remediation

Industry: IT operations

Managed tax accounting, declarations, SAT filings and fiscal reporting

Industry: Accounting operations

AI-assisted primary and urgent care with physician oversight

Industry: Healthcare

Bookkeeping, payroll, annual accounts and tax advice

Industry: Accounting

Bookkeeping, tax, payroll, payments and CFO services

Industry: Accounting

Private-market transactions and portfolio legal intelligence

Industry: Legal

Managed property and casualty agency servicing, renewals and policy transactions

Industry: Insurance operations

Managed customer support across AI and human agents

Industry: Customer support

Commercial contract drafting and review

Industry: Legal

Accounting and tax services through acquired practices, with shared AI preparing returns and bookkeeping work for accountant review

Industry: Accounting

Import, export and transit customs clearance

Industry: Customs brokerage

Drug-safety case processing and submission-ready documentation

Industry: Pharmacovigilance

Accounting, tax, payroll and external finance operations

Industry: Accounting

Investment advisory, financial planning and wealth monitoring

Industry: Financial services

Drone, robotic and ROV inspection with AI condition analysis and digital-twin reporting

Industry: Inspection

AI-drafted, human-verified custom travel itineraries

Industry: Travel services

AI-executed digital-product engineering and prototypes

Industry: Software engineering

Software engineering and managed support delivered through AI agents and human review

Industry: Software engineering

AI health intake and nationwide physician telehealth visits

Industry: Healthcare

Litigation, contracts and intellectual property advice

Industry: Legal

M&A due diligence, transaction documents and closing support

Industry: Legal

Lettings and property management through acquired agencies, with AI handling tenant requests and coordinating maintenance alongside property managers

Industry: Real estate

AI-native managed workplace and device operations

Industry: IT operations

Analyst-supported AI service that retrieves evidence, drafts answers and completes RFP, tender and diligence forms

Industry: Corporate form completion

End-to-end commercial insurance claims handling

Industry: Insurance

Managed WhatsApp sales, qualification and customer-service agents

Industry: Customer-support automation

Managed accounting, payroll, compliance and financial reporting

Industry: Accounting

Agentic customer support, KYC, collections and regulated service operations

Industry: Customer operations

AI-native managed IT, cybersecurity and compliance operations

Industry: Cybersecurity

Legal advice and commercial contracting

Industry: Legal

Cinematic campaigns, commercial production and content libraries

Industry: Creative services

Autonomous managed cloud operations, incident remediation, security and service-request fulfillment

Industry: IT operations

Managed consumer studies, product tests and brand insights

Industry: Market research

AI-native managed healthcare, finance, mortgage and telecom back-office operations

Industry: Business operations

CPA-led bookkeeping and tax services for Philippine businesses

Industry: Accounting

Fund accounting, reporting, compliance and investor communications

Industry: Fund administration

Managed OpenShift, DevOps, security and private-cloud operations

Industry: IT operations

Small-business debt recovery through the courts

Industry: Legal

Contract review, drafting and negotiation

Industry: Legal

Medical coding, billing, denials and payment posting

Industry: Healthcare operations

Organic growth strategy and content production

Industry: Marketing

Managed organic search and content marketing

Industry: Marketing

Health insurance brokerage and client servicing

Industry: Insurance

Fund accounting, capital activity and portfolio reporting

Industry: Fund administration

Commercial insurance brokerage and policy servicing

Industry: Insurance

Managed campaigns content and reporting

Industry: Marketing

AI-native health-plan administration, claims, enrollment and provider operations

Industry: Healthcare administration

Permits, compliance, reconciliations and back-office operations

Industry: Business operations

AI-led building monitoring, control, energy and maintenance operations

Industry: Facilities management technology

Managed network, security, workplace and service-desk operations

Industry: IT operations

Embedded go-to-market and content services with AI agents drafting work while partners lead strategy, review and delivery

Industry: Marketing

Bookkeeping, payroll, tax filings and annual statements

Industry: Accounting

AI-native managed IT and cybersecurity operations

Industry: IT operations

Managed voice and WhatsApp customer service, lead qualification and booking

Industry: Customer operations

Managed prior authorization, medical billing and revenue-cycle operations

Industry: Healthcare operations

Managed accounting, HR, labor and legal back-office operations

Industry: Business operations

Managed customer support

Industry: Customer support

Managed ecommerce bookkeeping and outsourced accounting

Industry: Accounting

Managed multilingual customer support and sales operations

Industry: Customer support

AI-prepared financial statements and accounting reports

Industry: Accounting

Patent strategy, drafting, filing and prosecution

Industry: Legal

Managed AI translation with professional review

Industry: Translation

Commercial, corporate, venture and cross-border legal work

Industry: Legal

Service businesses using shared AI for customer correspondence, document work and financial operations

Industry: Business services

Long-term and short-term rental management, maintenance and leasing

Industry: Property management

Outcome-owned agentic application, infrastructure and security operations

Industry: IT operations

Managed email deliverability audits, monitoring and remediation using AI agents and experts

Industry: IT and security

AI-drafted technical documentation and developer content, with human editing and tested code examples

Industry: Software engineering

Immigration law advice and visa applications

Industry: Legal

Managed strategy and campaign execution

Industry: Marketing

Managed brand monitoring, infringement evidence and takedown notices using AI with expert oversight

Industry: Legal operations

Managed sales, support, finance, marketing and administrative operations run by AI agents

Industry: Business operations

Agentic managed application, cloud, infrastructure and security operations

Industry: IT operations

Managed network, cybersecurity and physical-security operations

Industry: Managed security and networks

Managed medical billing and payment follow-up with Clara AI rejection analysis and billing expert review

Industry: Healthcare operations

Managed referrals, prior authorization and clinical-administration work

Industry: Healthcare operations

AI-powered managed cloud, security and application operations

Industry: IT operations

Managed voice, WhatsApp, document, reporting and collections agents

Industry: Customer operations

Managed IT support with AI ticket resolution and expert escalation

Industry: Customer support

Managed pricing research, proposals and monitoring by AI agents and Mondrio pricing experts

Industry: Commercial operations

Commercial legal work for in-house teams and founders

Industry: Legal

Managed WhatsApp, voice, booking, sales and workflow agents

Industry: Customer operations

Accounting and tax services through owned firms, with AI document extraction, working papers and expert review

Industry: Accounting

Managed ServiceNow platform, service-desk and release operations

Industry: IT operations

Managed IT and cybersecurity for small and midsize businesses

Industry: IT operations

Managed high-volume recruiting, candidate screening and interview scheduling

Industry: Recruiting

Institutional transactions, funds, finance and regulatory counsel

Industry: Legal

Finance research, modelling, reporting and accounting operations

Industry: Accounting

Managed North American freight planning, execution, payments and reporting

Industry: Logistics

Sell-side M&A advisory for small and mid-sized businesses

Industry: Financial services

Medical billing and denial recovery

Industry: Healthcare operations

Hybrid managed detection and response combining AI threat detection and autonomous response with provider-run security operations

Industry: Cybersecurity

FDA strategy, filing authoring and submission support

Industry: Regulatory affairs

Managed policy, servicing, claims and agency back-office operations

Industry: Insurance operations

Managed candidate sourcing and outreach

Industry: Recruiting

Full-service clinical trial operations from startup through closeout

Industry: Clinical research

Bookkeeping and monthly financial close

Industry: Accounting

Managed bookkeeping, payables, receivables, payroll, tax and reporting

Industry: Accounting

Managed cloud, infrastructure, security and end-user operations

Industry: IT operations

Managed AI voice, follow-up, cloud, network and security operations

Industry: Customer and IT operations

End-to-end sourcing, screening and candidate matching

Industry: Recruiting

Managed e-discovery review, privilege logging and production

Industry: Legal

Radiology reading, signed reports and follow-up coordination

Industry: Healthcare

AI-native managed IT, customer support and finance operations

Industry: Business operations

Finished video and still production for studios and agencies

Industry: Creative services

AI-led property management, maintenance, leasing and reporting

Industry: Property management

Technical recruiting, candidate screening and hiring coordination

Industry: Recruiting

Autonomous content publishing and search distribution

Industry: Marketing

Managed medical coding, claims and revenue-cycle operations

Industry: Healthcare operations

AI-enabled managed healthcare, finance, insurance and back-office workflows

Industry: Business operations

Property and casualty claims administration

Industry: Insurance

Managed order-to-cash and accounts receivable operations

Industry: Finance operations

Business compliance, trademarks, legal drafting and documentation

Industry: Legal

Private-equity AI diligence, screening and exit advisory

Industry: Strategy

Tax preparation, bookkeeping and financial strategy

Industry: Accounting

Managed agents for administration, billing, scheduling and communications

Industry: Business operations automation

App planning, design, engineering and launch delivered through agent pipelines and studio review

Industry: Software engineering

Managed document, visual, data and institutional workflows with human review

Industry: Business operations

Managed vulnerability remediation, verification and audit evidence

Industry: Cybersecurity

Managed security operations, exposure reduction and security leadership

Industry: Cybersecurity

B2B collections, receivables follow-up and payment reconciliation

Industry: Finance operations

Managed autonomous security and inspection robots with 24/7 human escalation

Industry: Security and inspection

Managed WhatsApp sales, lead qualification, scheduling and customer service

Industry: Customer operations

Managed IT services through acquired providers, using shared AI to investigate incidents and resolve support tickets with technician oversight

Industry: IT operations

Bookkeeping, payroll, tax filings and annual statements

Industry: Accounting

Managed advertising, content, search and lifecycle marketing

Industry: Marketing

Outcome-based managed business and technology operations performed by AI agents and human experts

Industry: Business operations

Managed AI reception, intake and booking with live escalation

Industry: Customer support

Commercial simulations for due diligence, pricing and market decisions

Industry: Strategy

AI-powered, SLA-backed AWS cloud operations and incident management

Industry: IT operations

Call answering, job booking and follow-up for home services

Industry: Customer support

Hospitality mystery shopping, QA and HACCP audits with AI analysis and reporting

Industry: Quality assurance

Design, media production and prototype engineering

Industry: Creative services

Managed AI lead research, personalised outreach, follow-ups and meeting booking

Industry: Sales and marketing

Claims administration and recovery

Industry: Insurance

Creative production for enterprise teams

Industry: Creative services

Bookkeeping, payroll, tax and filings

Industry: Accounting

Managed document, customer, procurement and compliance operations

Industry: Business operations

Medical billing and revenue cycle management

Industry: Healthcare operations

Contracts, compliance and startup legal advice

Industry: Legal

Candidate sourcing, screening and hiring support

Industry: Recruiting

Bookkeeping and tax advisory for medical practices

Industry: Accounting

Managed detection, investigation and threat containment for midmarket organizations

Industry: Cybersecurity

Managed research, data preparation and content tasks with AI execution and expert verification

Industry: Business operations

Managed AI voice and chat customer-support resolutions with human escalation

Industry: Business process outsourcing

Accounting and managed IT services through acquired firms, using AI for tax-return preparation and IT diagnosis and resolution with professional oversight

Industry: Business services

Managed IT and security operations through acquired service firms

Industry: IT operations

Managed IT, security and compliance operations

Industry: IT operations

AI-assisted translation and localization

Industry: Translation

Engineering and construction for industrial infrastructure

Industry: Engineering

Bookkeeping, tax and financial reporting

Industry: Accounting

Software product design, engineering and quality assurance delivered through AI production workflows and senior review

Industry: Software engineering

Startup formation, financings, contracts and ongoing counsel

Industry: Legal

Managed chat, WhatsApp and voice lead qualification and routing

Industry: Customer operations

AI and legal-operations subsidiary providing intelligent document review, contract analysis and technology-enabled legal delivery

Industry: Legal operations

Insurance brokerage and risk management

Industry: Insurance

AI-led managed service desk, NOC and infrastructure operations

Industry: IT operations

Bookkeeping and financial management

Industry: Accounting

Construction owner representation using AI to interpret and connect drawings, specifications and project communications, with construction experts reviewing

Industry: Engineering

Agentic claims, enrollment, provider, benefit and care-management operations

Industry: Healthcare operations