Stait AI
Case studies

What AI looks like in practice.

Modeled engagements based on the work we do. Each shows the problem, the approach, and the expected outcomes.

Accounting
~60%
less time on manual document review

35-person regional accounting firm

Challenge

Tax season creates a surge of manual document intake and classification. Senior staff spend hours routing paperwork instead of serving clients.

Approach

AI-powered intake automation paired with an internal knowledge assistant, deployed with audit trails and role-based access from day one.

Modeled outcomes
  • ~60% less time on manual document review
  • ~4 months to expected return
  • Faster turnaround at peak season
  • Senior time moved back to client work
Typical engagement: AI Transformation Program
Home services
~35%
less manual scheduling and routing

Multi-location home services operator (50 employees)

Challenge

Dispatch and customer updates are split across email, texts, and disconnected job systems, causing delayed responses and high admin overhead.

Approach

AI-assisted job triage, appointment summarization, and internal playbook search integrated with service management workflows.

Modeled outcomes
  • ~35% reduction in manual scheduling and routing effort
  • Faster customer response windows during peak demand
  • Improved first-time resolution through better technician context
  • Clearer operational visibility for margin control
Typical engagement: AI Transformation Program
Healthcare
~40%
faster intake and referral processing

Regional clinic group (8 locations)

Challenge

Front-office teams handle repetitive patient intake, policy checks, and referral coordination manually, increasing delays and staff fatigue.

Approach

AI-driven intake assistance, structured referral summaries, and governed internal knowledge retrieval for policy and procedure questions.

Modeled outcomes
  • ~40% faster intake and referral processing
  • Reduced non-clinical burden on senior staff
  • More consistent policy application across locations
  • A governance baseline for future AI use cases
Typical engagement: AI Strategy Blueprint → Transformation Program
Insurance
~50%
less manual review on standard submissions

Commercial insurance brokerage (30 employees)

Challenge

Account teams spend significant time reviewing submissions, summarizing policy changes, and drafting repetitive client communications.

Approach

AI-supported submission classification, policy comparison summaries, and draft client responses with human review controls.

Modeled outcomes
  • ~50% reduction in manual review time for standard submissions
  • Quicker turnaround for renewals and policy updates
  • More consistent client communication
  • Capacity unlocked for higher-value advisory work
Typical engagement: AI Transformation Program

Modeled scenarios for illustration. Actual results are scoped and measured per engagement.

Next steps

Want your own scenario mapped to ROI?

  1. 1
    Free 30-minute discovery call
    We learn your business and goals
  2. 2
    Your recommended starting point
    A short proposal with scope and fixed fee
  3. 3
    Kick off within two weeks
    On-site or remote, on your schedule
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