Working demos with sample data. Pick your industry.
Small Businesses
Most small teams end up with AI tools scattered across personal accounts with no name, no owner, and no home, so when the person who built one leaves, the tool leaves with them.
Suite AI takes a prompt you paste in and names it, documents it, assigns an owner and access from your own team, and gives it a permanent home in the workspace.
CPA & Accounting Firms
During tax season, most firms track who owes which form on a spreadsheet or a whiteboard, then write each request email from memory or last year's copy-paste, so it asks for a form the client already sent and misses the new one they need.
Suite AI drafts a personalized document-request email off the client's file and, on a specific document, reads the uploaded W-2 and extracts its figures straight onto the checklist.
Try the demoHome Services
Most shops still type every estimate line by line into a template copied from the last job, 30 to 40 minutes each, with numbers that get transposed along the way, and the leads who never hear back call whoever answers first.
Suite AI reads the inquiry and produces a full line-item estimate, a booked visit window, and a scheduled follow-up sequence in one pass.
Try the demoHealthcare Practices
Front desks often retype each new patient's intake form into the chart by hand and text appointment confirmations one at a time from a personal phone, so a no-show can sit unnoticed for 2 weeks.
Suite AI turns a raw intake form into a structured visit brief for the provider, and for a missed appointment drafts a personalized recovery text on the spot.
Try the demoInsurance Agencies
Renewals get tracked across carrier portals, a spreadsheet, and memory, so outreach and certificates are written from scratch every time and some renewals lapse before anyone reaches out.
Suite AI drafts the renewal outreach email with this year's premium change already explained, and issues a certificate of insurance from the same panel.
Try the demoEstate Planning & Immigration
Intake notes often start on a legal pad, get retyped into a form days later, and the engagement letter and document checklist get copied from memory, so the checklist looks different every time and a required document goes unnoticed for weeks.
Suite AI reads the new intake and produces an engagement letter, a document checklist, and a follow-up plan tailored to the matter, all at once.
Try the demoManufacturing & Metal Fab
Shops often retype every RFQ by hand into a quoting spreadsheet, then look up the material rate and guess at setup time themselves, so a 20-minute quote becomes a next-day quote the moment something interrupts.
Suite AI extracts the part specs straight from the RFQ and prices the job automatically, producing a ready-to-send quote with a lead time.
Try the demoMarketing & Creative Agencies
Someone on the team reads each client's forwarded email, retypes it into a brief template, and guesses at a deadline the client never actually stated.
Suite AI turns a messy client email into a structured brief with the budget math checked, then builds the deliverable list and timeline to match.
Try the demoPlumbing & HVAC
Dispatchers often retype every call into a quote by hand, decide who is free and closest from memory, then retype the same numbers into an invoice 2 days later — 90 minutes a night, which is why invoices go out late.
Suite AI assigns the right tech and time window and generates the finished invoice, line items and all, straight from the job details.
Try the demoProperty Management
A single maintenance request often gets retyped 3 times — into a spreadsheet, a text to a vendor, and a reply to the tenant — and an urgent one can sit untriaged in voicemail for days.
Suite AI drafts the dispatch message to the vendor, and at month end writes the owner report from the month's requests on its own.
Try the demoReal Estate, Title & Mortgage
Closing deadlines get tracked across 10 different PDFs, a calendar, and sticky notes, so a missed contingency date is caught only by luck.
Suite AI reads the file and writes a client update that states exactly where the transaction stands, deadlines and all, in one draft.
Try the demoHow a demo becomes your tool
No open-ended retainer and no pilot that quietly stalls. A fixed path from a working session to a tool your team actually opens.
A 20-min conversation about the one workflow that eats the most of your week, and what a good draft would need to include.
We build the tool around that specific workflow and put it in Your Suite, the branded workspace your team logs into.
The tool goes live with your team, backed by a 60-day adoption guarantee — if it does not earn its place, we have not finished the job.