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A vintage brown and gray typewriterAI · LegalA Litify Expert That Cites Its SourcesRead the case study
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A screen showing charts and performance metricsData · HealthcareLive Risk KPIs, Embedded Where Clients Already WorkRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert

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A modern stone building with an evergreen tree out frontGovernment & Nonprofits · Web & DigitalA Member Website a Union Can Rely OnRead the case study
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Staff Augmentation

Experienced developers and admins who work inside your team, your tools, and your process.

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A pink brain outline beside a maze shaped like the other half of a brainCustom Development · HealthcareAn Embedded Engineering Team, Six Years and CountingRead the case study
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AppExchange Products

Apps BRIO built for Litify and Salesforce, installed and supported by the team that made them.

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A tall glass building facade with rows of windowsLegal · LitifyAutomated Client Communication Inside LitifyRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
Legal

Litify and legal technology from a team that includes former lawyers and paralegals.

How we help

Common challenges we solve

  • Case data scattered across legacy systems
  • Manual records requests, notes, and court emails
  • Reporting that leadership can trust
Healthcare

Secure platforms and analytics for care providers, benefits firms, and health advocates.

How we help

Common challenges we solve

  • Sensitive data that needs careful protection
  • Enrollment and review deadlines that never move
  • Clients asking for clear, current metrics
Finance & Insurance

Enrollment, claims, and internal tools built on data you can audit.

How we help

Common challenges we solve

  • Internal roadmaps bigger than the team
  • Claims and pricing work stuck in spreadsheets
  • Strict review and release standards
Construction & Utilities

Portals, field data, and reporting for contractors, utilities, and job-site services.

How we help

Common challenges we solve

  • Customers who want self-service requests and reports
  • Field data that is hard to act on
  • Operations running on aging systems
Government & Nonprofits

Mission-driven systems built to serve people well and protect sensitive information.

How we help

Common challenges we solve

  • Several systems for one organization
  • Sensitive records with need-to-know access
  • Small teams managing large websites
Media & Retail

Commerce and back-office systems for businesses with one-of-a-kind products.

How we help

Common challenges we solve

  • Inventory that must stay in sync online and in store
  • Catalogs and publishing done by hand
  • Stores that need steady updates
Technology & Startup

Scalable platforms and integrations for teams that move fast.

How we help

Common challenges we solve

  • Choosing a stack you will not outgrow
  • Shipping fast without piling up debt
  • Adding senior talent without long hiring cycles

Let’s build it

Building something new?Tell us where you’re headed. We’ll help you choose a platform you won’t outgrow.Start the conversation
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Home / AI & Data / AI Efficiency Assessment

AI Efficiency Assessment

Find your first AI win, then ship it.

A fixed-scope assessment that ends with a ranked list of use cases, a data readiness check, and a pilot plan with a date.

Ranked

Use cases scored on value, effort, and risk

Honest

A read on your data and systems

Dated

A pilot plan with a scope and a date

SOC 2

Compliant delivery team

What you get

A decision, not a report that sits on a shelf

The assessment is built for operations and IT leaders who are done with demos. We sit with the people who do the work, look at the systems and data behind it, and rank what AI could take off their plate.

You leave knowing which use case to start with, what has to be true of your data first, and when a pilot can reach real users.

Who should join

How it works

Three steps to a pilot plan

Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.

Intro call
Working sessions
Readout
Guide: Working with BRIO
01

Intro call

Step 01

A 30-minute call to understand your goals, systems, and the work that slows your team down.

02

Working sessions

Step 02

Sessions with the people who do the work, to time the process and check the data behind it.

03

Readout

Step 03

The ranked use cases, rough effort, and a pilot plan with a scope and a date.

AI work

AI we have taken to production

A vintage brown and gray typewriter
AI · Legal · Litify

A Litify Expert That Cites Its Sources

Plenty of people talk about retrieval-augmented generation. BRIO built and runs it: a Litify knowledge expert that answers product questions only from

Read more →

A white brain model with a cursor and the letters ai on a yellow grid
AI · Salesforce

Estimates You Can Trace Back to the Code

A ticket lifecycle where AI reads the client's actual repository before it writes a technical spec or an estimate, and refuses to

Read more →

The Claude AI assistant open on a computer screen
AI

Building an AI Team That Knows How the Firm Actually Works

BRIO standardized on a single AI platform, then built a suite of role-based agents that run the firm's own delivery process rather

Read more →

FAQ

Assessment questions

Don’t see your question? Ask us directly.

No. We find the few fields and sources your first use case needs and fix those.

We are a Claude Partner and build mostly on Claude, alongside Salesforce and Tableau AI features where they fit.

You decide. Most teams move to a focused pilot inside their own systems, measured against a baseline.

Get started

Request my assessment

Tell us about the systems you run and the work you would most like AI to take off your team’s plate.

What happens next

1

We review your note and follow up

2

A discovery call with a BRIO consultant

3

Clear recommendations and next steps

We only use your information to respond to you.