A 25-agent brokerage goes from paper to AI-native.
Lead response, listing copy, transaction milestones, marketing, and broker visibility moved from manual work to an AI-supported operating layer.
Industry case studies
These confidential or representative summaries show the kinds of problems TAG evaluates before a company spends serious money on AI tools, agents, vendors, or automation.
Lead response, listing copy, transaction milestones, marketing, and broker visibility moved from manual work to an AI-supported operating layer.
A multi-store auto group connected sales, inventory, service, F&I, and management visibility across three rooftops.
A multi-specialty healthcare group unified scheduling, referral routing, billing, documentation, and group-level visibility.
Legal research, document review, drafting, and matter management moved from blank-page work to supervised AI case intelligence.
Workpapers, evidence collection, reconciliation, transaction testing, and close workflows shifted toward AI-powered assurance.
Onboarding, employee changes, data entry, error detection, and document flow moved from paper to a digital AI-assisted process.
These pages are confidential or representative summaries. They are meant to show workflow patterns and decision criteria, not guaranteed outcomes.
Start with the clearest revenue or operations leak, then decide what to fix, simplify, pilot, or inspect next.