A point solution
- Solves one task in isolation
- Another login, another vendor
- Data stays siloed in each tool
- Your team figures out the rest
Your AI transformation
partner.
- Firm-wide, not one-off tools
- Works inside the systems you already use
- Built alongside your IT and security teams
Start with a 30-minute assessment with our team.
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Supported by
Across our clients
- less time on repetitive work
- 40%
- lower operating costs
- 25%
- more work handled
- 2×
One foundation, every function
Transformation, not another point solution
A Soren partnership
- A roadmap across your operations
- Built inside the systems you already run
- One foundation every workflow builds on
- A team that stays on as you scale
Where transformation reaches
Operations
Scheduling, handoffs, approvals, status updates
Finance and accounting
Invoicing, reconciliation, collections, month-end close
Sales and client onboarding
Intake, contracts, CRM updates, kickoff
Customer service
Inbox triage, routing, drafted replies
Reporting and analytics
Weekly reports, dashboards, data pulled across systems
Don't see yours? We'll build it.
If your team does it repeatedly, we can build around it.
Tell us about it ↑
Case studies
Real work, real results
Financial services
A regional commercial bank
- $4B in assets
- Midwest, U.S.
3×
faster commercial credit decisions
Cut commercial credit decisions from three weeks to one.
- Challenge
- Analysts re-typed borrower financials by hand and wrote every credit memo from scratch. Routine loans took three weeks, and borrowers were taking competing offers.
- What we built
- We built a workflow that spreads each borrower package into the bank's templates and drafts the credit memo. Analysts review every figure, and credit officers still make every decision.
- Outcome
- Most credits now reach committee within a week, with every number traceable to the borrower's documents.
- to spread a package, from 4 hours
- 20 min
- first draft of the credit memo
- Same day
- loans handled per analyst
- +40%
Legal
A mid-size corporate law firm
- ~180 lawyers
- M&A and private equity
4 days
to review a 3,000-contract data room
Took first-pass due diligence from three weeks to four days.
- Challenge
- Associates read every contract by hand, charting change-of-control, assignment, and termination terms. Larger deals took three weeks of late nights.
- What we built
- We built a review system on the firm's own checklists that charts every term with a page citation and flags anything unusual for an associate. Associates checked every entry on the first three deals.
- Outcome
- First-pass review now finishes in week one. Associates focus on the provisions that carry real risk, and partners get a summary in time to shape the negotiation.
- associate hours on first-pass review
- −70%
- of findings cited to source
- 100%
- consent requirements found on the first deal
- 38
Healthcare
A multi-site orthopedic and imaging group
- ~90 physicians
- 14 clinics
1 day
from order to prior authorization, down from six
Got patients authorized for care in a day instead of a week.
- Challenge
- Coordinators re-entered clinical notes across a dozen payer portals, thousands of times a month. Requests stalled on missing paperwork, and patients waited or cancelled.
- What we built
- We built an agent that checks each order against payer rules, pulls the records from the EHR, and submits the request. Likely denials go to a coordinator first, with the gap identified.
- Outcome
- Most authorizations now clear within a day. Coordinators focus on appeals and complex cases, and fewer procedures fall off the schedule.
- first-pass approval rate
- +15 pts
- procedures rescheduled for missing auth
- −60%
- saved per coordinator, weekly
- 18 hrs
01 / 03
The assessment
Thirty minutes, structured like an engagement
01 · Before
We review your brief
02 · First 10 minutes
We map your operations
03 · Last 20 minutes
We show what's possible, on your stack
04 · After
You get a one-page roadmap to keep
We bring the strategy, the engineers, and the partnership to turn AI ambition into systems that run your firm.
Security and governance
- Your data stays in your systems
- Never used to train models
- Your permissions govern every action
- Full audit trail
Questions
Let's map your AI transformation together.
Thirty minutes. Your operations. A roadmap you keep.
Pick a time