£750k from lost leads
We re-worked leads CreditFix had written off, over SMS, to find the people still in the market for the product they first enquired about.
Credit, CreditFix
Legal and financial services
AI built for work where the rules are strict.
Solicitors, lenders, brokers, insurers, and wills and probate firms. Most of our work has been here, inside FCA- and SRA-regulated environments, where every conversation and document has to stand up to scrutiny.
- in sales from leads written off as lost
- £750kin sales from leads written off as lostCreditFix
- businesses have used our technology
- 10,000+businesses have used our technology
- systems built for FCA- and SRA-regulated work
- 9systems built for FCA- and SRA-regulated work
- the year we first put AI to work on legal leads, by SMS
- 2022the year we first put AI to work on legal leads, by SMS
What we build for regulated teams.
Systems we have built and run for legal and financial clients, and the safeguards around them.
01
Photo evidence checks
Checks that an uploaded photo genuinely shows the problem being reported, before a case moves forward.
02
E-signature chasing
Collects documents and chases signatures until a file is complete. Built for legal, now used in mortgages.
03
Bank statement analysis
Flags where a lender may have raised credit when the statement showed it shouldn't have, such as alongside gambling transactions.
04
Credit agreement review
Analyses a consumer credit agreement to assess whether the borrower was treated fairly by their lender.
05
WhatsApp credit checks
With the customer's permission, runs a credit check inside WhatsApp and explains the financial products available to them.
06
Database reactivation
Re-works old leads and past customers to find who is back in the market, then books them in.
07
Sentinel
Reads the sentiment of every reply and ends the conversation the moment someone is annoyed or not a fit, then marks them do-not-contact.
08
Moderation AI
Sits between an incoming message and the AI that answers it, checking for abuse and whether the person actually wants a reply.
09
Cadence
Polite, persistent follow-up over days and weeks, checked against the system of record so nobody is contacted twice or quietly forgotten.
Results
What it has done.
Photo in, evidence out
Customers photograph the problem; the AI checks the photo actually shows it, then chases the e-signatures to move the case on. Now used in mortgages too.
Legal and mortgages
Day one of ChatGPT
Our first system attached case law to an AI and qualified legal leads over SMS. Leads who had chatted by text turned up to more of their booked calls.
Legal, December 2022
Our AI has run in production for
- Regulated work
- FCA-, SRA- and HIPAA-regulated environments
- Integration
- CRMs, ERPs and dealer management systems
- Technology
- Our own platform and harness
- Development
- All carried out in the UK
Two ways in.
You run a dealership or motor group
Book a 15-minute revenue review. We look at your lead sources, lease renewals and systems, and show you in pounds what is recoverable before we talk price.
Book a revenue reviewEveryone else
Legal, finance, retail, distribution or something we haven't listed. New work starts with a paid discovery: we map the process, the systems it touches and the number worth moving, then tell you whether a build will pay back.
Start a conversation