AI agents that do the work, inside the systems you already run. We build them, implement the AI you own, or both.
Almost every company has AI now. Very few get results from it.
We close the adoption gap by building it, implementing it, or both, inside the systems your firm already runs.
Custom agentic workflows designed around how your process really runs.
We design agents that take a process from intake to completion: placing calls, chasing responses, reviewing documents and escalating the exceptions. When you need it, we build the AI-native system of record itself.
Built on your ERP, CRM or case system
Tested on your own past work before go-live
No migration required
Put the AI you already pay for to work.
Most firms already own AI licenses that aren't paying off. We connect them to your data and systems, configure them to your real workflows, train your team, and measure adoption by work completed, not logins.
Connected to your data and systems
Configured to your real workflows
Adoption measured by work done
One foundation for all the AI in your firm.
Most clients end up with both: a custom agent for the process no product handles, and the tools they already own put to work everywhere else. Every agent shares one set of rules, approvals and audit trail, on the same framework behind AutoCounsel, Neptune Wealth and Odyssey.
One set of rules and approvals
A full audit trail on every action
Each new agent builds on the last
Four capabilities we build, each running in production for a paying client today.
Autonomous workflow agents
Agents that place calls, send requests and chase responses, taking a process from intake to completion and escalating only what needs a person.
Document intelligence at scale
Thousands to millions of pages: classification, extraction, review and generation across many concurrent matters.
Full platform builds
The system of record itself: intake, CRM, case or client management and documents, built AI-native rather than bolted onto legacy software.
Back-office and finance automation
Reconciliation, anomaly detection and exception handling inside your existing finance stack, with every action logged for audit.
Code where it can be. AI where it must be. People where it matters.
Rules run as code
Matching, routing and math run as ordinary software: exact, cheap, auditable and never guessing.
Judgment goes to AI
Reading records, classifying exceptions and drafting letters go to the model that tests best on each task, evaluated against your own past work before going live.
People on the high stakes
The agent gathers the evidence and proposes. Your team approves, edits or rejects in seconds, and every action is logged so you can audit what the system did and why.
Work that used to take a room of people, now run by agents, with humans on the exceptions.
AutoCounsel runs cases from intake through settlement: thousands of calls placed, medical records requested and demand letters drafted. Now in use at other firms.
For a provider serving 700+ law firms, our agents chase medical records at full volume, as infrastructure under its own service.
Automated document workflows across thousands of documents and dozens of active cases.
One AI-native platform for client intake, CRM, proposals and model management, now rolling out beyond the first firm.
Reconciliation and anomaly detection inside a large, security-conscious finance organization.
Property analysis and document drafting over a very large document corpus, integrated with the apps the business already runs on.
The same five steps, whether we build, implement or do both.
We learn your process, your stack and the AI you already own, and tell you straight whether it's a fit.
We map how the work really runs, exceptions included, choose what to build and what to implement, and fix the scope.
Custom agents on your systems, or the AI you own connected and configured.
Live on real work, with training for your team, approvals where they matter and a full audit log.
We stay on after go-live, tune as volume and edge cases arrive, and extend into adjacent work.
What we need from you: access to the systems involved, a few hours from the people who run the process, and one decision-maker who can say yes.
Built for firms of 50 to 5,000 people: the same process pain as the Fortune 500, a fraction of the internal engineering, and no appetite for an 18-month program.
Our agents make the calls, file the requests and draft the documents. We measure work completed, not suggestions generated.
AutoCounsel and Neptune Wealth began as systems built for a single firm. Today they run as products serving firms across law and finance. We build your agents to that same standard.
Legal matters, medical records, client assets and financial close. Controls come first.
Engineering, product and project management on every engagement, led by Joe Rambow, CEO, and Dr. Ali Dabouei, PhD, CTO.
1. McKinsey & Company, The State of AI in 2026: On the road to ROI, August 2026.
2. MIT NANDA, The GenAI Divide: State of AI in Business 2025, as reported by Virtualization Review, August 2025.
3. RAND Corporation, The Root Causes of Failure for Artificial Intelligence Projects and How They Can Succeed, 2024.
Deploy autonomous AI agents that operate your firm around the clock, without adding headcount.
Request a personalized walkthrough and see how Neptune Technologies can transform your firm’s operations, from intake to execution, autonomously.
