Featured case study

A vintage brown and gray typewriterAI · LegalA Litify Expert That Cites Its SourcesRead 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

Featured case study

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

Featured case study

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

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

Featured case study

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
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
AppExchange Products

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

Featured case study

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
All industries Browse case studies by industryNot listed? Our process works across sectors.
/
/
Estimates You Can Trace Back to the Code

Case Studies

Open role

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 answer when it cannot.

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

The Challenge

Two problems sit on either side of every development ticket. Upstream, tickets written by project managers describe outcomes in client language, which is correct for the client and insufficient for the developer. Downstream, estimates are produced from experience and instinct, which works until the estimator is unfamiliar with the codebase.

AI can plausibly fill both gaps, and that plausibility is the danger. An assistant with no access to the repository will confidently invent file paths, cite line numbers that do not exist, and produce an estimate with no evidence behind it. The output looks like rigor. It is not.

BRIO needed a workflow that could:

  • Produce consistently structured tickets across a mixed portfolio of technologies.
  • Ground technical detail in the client’s real code rather than in inference.
  • Estimate work in a way that reflects AI-assisted implementation honestly.
  • Fail loudly instead of guessing quietly.

The Approach

BRIO built a three-stage ticket lifecycle. Ticket creation captures the work in a structured format and runs a definition-of-ready check. Triage turns that ticket into an implementation brief anchored to specific files in the repository. Estimation then sizes the work against that brief. Each stage is a discrete step, so a ticket can move through the full sequence or stop wherever the evidence runs out.

The governing design decision is a hard requirement, not a preference: the triage and estimation stages check for a checked out repository and refuse to run without one. If no project root is detected, the workflow stops and says so, explaining that a fabricated technical description is worse than an empty field. That refusal is the feature that makes the rest of the output trustworthy.

The Solution

Structured Ticket Creation: Tickets are created against the firm’s full work item hierarchy, from workstream and initiative down through epic, feature, task, bug, and sub-task. A definition-of-ready check surfaces gaps before the ticket reaches a developer. Tickets can be posted directly or staged in a spreadsheet for review, which matters on engagements where a human approves every write.

Code-Anchored Triage: Triage reads the ticket, its comments, its acceptance criteria, and its history, then explores the repository and writes a technical brief into a dedicated Technical Description field. The project manager’s original description is never overwritten. When the ticket carries an unresolved architectural ambiguity, triage posts a handoff comment naming the specific blockers instead of papering over them.

Evidence-Based Estimation: Estimates are itemized into three lines, AI implementation time, human review time, and quality assurance testing time, each carrying a confidence rating traceable to something found in the ticket or the code. Separating the review line from the implementation line is what keeps AI-assisted estimates honest; the work does not disappear, it moves.

Continuity Between Sessions: Each stage checks whether the previous one already ran and reads any handoff comments left behind, so a ticket blocked last week can be picked up this week once a stakeholder has answered the open question. The audit trail lives on the ticket where the team already works.

Technical foundation

  • Custom ticket fields for Technical Description and Acceptance Criteria
  • Project root detection across Git, Salesforce DX, Node, Python, and Rust conventions
  • Repository convention files read at runtime for project-specific standards
  • Connector-based integration with the project tracker for reads and writes
  • Applied across Salesforce and Apex, .NET, React, and WordPress codebases

The Impact

Anchoring the workflow to the repository changed the quality of what came out of it:

  • Estimates carry an explicit confidence rating and cite the evidence behind every line.
  • Review effort is estimated separately rather than absorbed silently into implementation.
  • Tickets arrive at developers with file-level technical detail already attached.
  • Ambiguities surface at triage, before they become mid-sprint discoveries.

The lesson generalizes past ticketing. AI becomes dependable in delivery work at exactly the point where it is given real access and permission to say no.

At a glance

About this guide

Share this role

Industry & services

Topics

AI · Salesforce

Share

Have a similar project?

Planning a project?

Tell us what you’re working on and we’ll share how we’d approach it.

Talk with a consultant about your goals, timeline, and data. We’ll help you map out next steps.

Interested in this role?

Apply below with your LinkedIn profile and resume.

Keep reading

Related work

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 screen showing charts and performance metrics
Data · Healthcare · Salesforce · Tableau

Live Risk KPIs, Embedded Where Clients Already Work

A healthcare risk management firm wanted its clients to see incident trends without another login. BRIO designed custom risk KPIs and Tableau

Read more →

Legal · Litify

Connecting Every Marketing Call to a Case

Law firms spend heavily on marketing but often cannot tell which campaigns produce cases. BRIO built a reusable call tracking integration that

Read more →

Get started

Careers

Apply for this role

Let’s build your success story

Have a question about your project?

Tell us what you’re working on. We’ll follow up to set up a discovery call.

Share a few details, your LinkedIn profile, and your resume. Our team reviews every application and follows up.

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

What happens next

1

We review your application

2

An intro call with our team

3

Interviews and next steps

We only use your information to respond to you.