AI & Data
AI and data intelligence that works inside your systems.
BRIO connects the systems you already run, turns their data into decision-grade reporting, and puts AI to work on the highest-value opportunities in your business, without replacing a single system.
Fixed-fee AI Discovery to get started
AI built on Anthropic’s Claude
Plus Looker Studio and Salesforce reporting
Strategy, engineering, and managed operations
What we do
Turn scattered data into decisions and automation
Most organizations already have the data they need. It’s just spread across a CRM, a case or practice system, accounting, and a handful of spreadsheets, and nobody fully trusts the reports.
BRIO brings it together. We design secure data architecture, build dashboards leaders actually use, and deploy AI that reads, reports, and automates across your systems of record, with our engineers building, deploying, and managing it for you.
We help teams
- Connect systems of record into one trusted view
- Give executives reporting across every system
- Build Tableau and BI dashboards for daily decisions
- Find and automate high-value AI opportunities
- Keep data governed, auditable, and secure
- Run and improve data operations over time
AI & data services
AI and data services
Start with the outcome you need. Many clients begin with AI Discovery or a reporting project and expand from there.
AI Consulting
An AI employee that plugs into your existing systems, from a fixed-fee Discovery through managed AI operations.
Explore AI consulting →
Data Intelligence
Data strategy, secure architecture, and governance that turn your systems into decision-grade intelligence.
Explore data intelligence →
Tableau & Data Visualization
Executive, operational, and compliance-ready dashboards in Tableau, Looker Studio, and Salesforce.
Explore Tableau & dashboards →
How it works
How we deliver AI and data projects
01 · What happens
Connect
We link your priority systems of record so there’s real context to work from.
Give access to your priority systems
02 · What happens
Discover
We surface quick reporting wins and a prioritized opportunity roadmap.
Tell us which questions matter most
03 · What happens
Build
We stand up the data and AI framework for your top opportunities.
Help define the rules and guardrails
04 · What happens
Validate
We confirm results with your team before anything scales.
Check results against what you know
05 · What happens
Manage
Our engineers monitor, tune, and expand coverage over time.
Flag new needs as they come up
Related work
AI and data work
Why BRIO
Why teams choose BRIO for AI and data
We build data and AI on top of the platforms our clients already depend on, including Salesforce and Litify, so insights show up where work actually happens. As a Claude Partner, we build AI on Anthropic’s Claude and connect it to those same systems.
Think new employee, not new software
Our AI works inside the systems you already run, reading, reporting, and automating across your systems of record.
Platform depth
We know Salesforce, Litify, and the case and practice systems that feed them, so we can turn them into intelligence-ready platforms.
Built to be trusted
We design for auditability, lineage, and access control, so your reporting is defensible.
We treat AI like a new employee, not new software. It plugs into the systems you already run, and our engineers build, deploy, and manage it for you, so you don’t have to replace anything.
We’re a Claude Partner, so most of the AI we build runs on Anthropic’s Claude. We connect it to the systems you already run and design the access, governance, and monitoring around how your organization works.
Most start with AI Discovery: a fixed-fee engagement of four to six weeks that connects your priority systems, delivers executive reporting across them, and produces a prioritized opportunity roadmap.
Tableau, Looker Studio, and other BI platforms, plus native Salesforce and Litify reporting.
Governance is part of the design from day one, with auditability, lineage, and access control, so reporting stands up to scrutiny.
Get started
Let’s find your AI and data opportunities
Tell us which systems you run and what you wish you could see. We’ll follow up to set up a discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.