STEP 01
Audit
We map your current workflows, find the hours being lost, and identify the highest-ROI automations first.
AI Workflow Automation & Consulting
AI workflow automations that do the work behind your work.
Simz is an AI automation and consulting company. We design, build, and run custom AI workflows for the industries that drown in intake, records, and scheduling, as well as every department that keeps a business moving.
Intake→
Qualify→
Schedule→
120%increase in lead conversions
75%reduction in qualification time
24/7coverage without added headcount
100%built around your existing systems
Industries
Custom AI automation solutions for regulated, paperwork-heavy industries
We don't sell one-size-fits-all software. We study how your practice or firm actually operates, then build AI workflow automations that fit your compliance requirements, your systems, and your staff.
Vertical · Healthcare
Healthcare practices & groups
Referral intake, eligibility and authorizations, scheduling, records, recall, and after-hours coverage, automated end to end with a dedicated playbook for each specialty.
RadiologyPT & RehabOncologyDialysisDentalSurgery centers
Explore all healthcare verticals →
Vertical · Legal
Law firms & legal teams
Client intake and qualification around the clock, medical record chronologies in hours instead of weeks, case status updates, and document workflows that keep matters moving.
Personal injuryMass tortMed malImmigrationFamily law+ your practice area
Explore legal use cases →
Vertical
Insurance
Claims intake, document review, policyholder communication, and renewals.
Use cases →
Vertical
Real estate
Lead response, showing coordination, transaction paperwork, and follow-up.
Use cases →
Vertical
Financial services
Client onboarding, KYC document workflows, reporting, and meeting scheduling.
Use cases →
Vertical
Logistics & home services
Dispatch coordination, booking, status calls, and invoicing workflows.
Use cases →
Departments
AI automations for every team inside the building
Whatever your industry, the same departments do the same repetitive work everywhere. We automate it with AI, one workflow at a time, in the tools your teams already use.
Accounting & finance
Invoice capture and AP/AR matching- Expense categorization and approvals
- Month-end close checklists and reporting
- Payment reminders and collections follow-up
Use cases →
Marketing
- Lead scoring, enrichment, and routing
- Content and campaign production workflows
- Review requests and reputation management
- Automated performance reporting
Use cases →
Human resources
- Applicant screening and interview scheduling
- Onboarding and offboarding checklists
- PTO, policy, and benefits Q&A
- Compliance document tracking
Use cases →
Sales
- Inbound qualification and instant follow-up
- CRM hygiene and pipeline updates
- Quote and proposal generation
- Meeting booking without the back-and-forth
Use cases →
Operations
- Order, ticket, and case routing
- Vendor and procurement workflows
- SOPs turned into running automations
- Cross-system data sync and alerts
Use cases →
Customer support
- 24/7 first response by voice and chat
- Ticket triage, tagging, and escalation
- Status updates without hold music
- CSAT follow-up and churn signals
Use cases →
Built-in products
Three AI products, ready on day one
Every Simz engagement can plug in our own AI platform, proven products we build custom workflow automations around, so you're never starting from zero.
Voice & chat agents
Simz Conversational
AI agents that answer, qualify, and route, 24/7.
Human-sounding conversational AI that handles inbound and outbound calls and chats: intake, qualification, pitching your exact script, and warm transfer the moment a prospect qualifies. Integrates with Five9 and your CRM.
Answer→
Qualify→
Full details →
AI scheduling
Simz Shift
Scheduling that fills the calendar and keeps it full.
Self-scheduling, rescheduling, waitlist backfill, and smart reminders across patients, clients, and staff. Fewer no-shows, fewer phone-tag hours, and coverage gaps caught before they cost you.
Request→
Match slot→
Full details →
Medical record chronologies
Simz Chron
Thousands of pages of records, organized in hours.
AI-built medical record chronologies for legal and medical teams: sorted, deduplicated, summarized timelines with citations back to the source page, ready for demand letters, depositions, and case review.
Records in→
Analyze→
Full details →
AI consulting approach
We don't hand you software. We hand you outcomes.
Every AI automation engagement follows the same four-step path from "this takes us hours" to "this runs itself."
STEP 02
Design
We blueprint each automation around your rules, compliance requirements, and disposition logic, before anything is built.
STEP 03
Build & integrate
We implement and connect everything to your stack: CRMs, Five9, EHRs, practice management, accounting tools, and more.
STEP 04
Run & improve
We monitor performance, report on results, and keep tuning. Your automations get better every month, not stale.
FAQ
AI workflow automation, explained
AI workflow automation uses artificial intelligence to run repetitive business processes, like intake, scheduling, document review, and follow-up, end to end with little or no manual work. Simz designs and builds these AI automations custom to each business.
Simz builds industry-specific AI automations for medical practices (radiology, nephrology, dental, and more), law firms, insurance, real estate, financial services, and logistics, plus department-level AI workflow automations for accounting, marketing, HR, sales, operations, and customer support.
Three products come built in: Simz Conversational (AI voice and chat agents), Simz Shift (AI scheduling), and Simz Chron (AI medical record chronologies). Simz builds custom workflows around them so clients never start from zero.
Every engagement starts with a free 30-minute workflow audit. Simz maps current processes, identifies the highest-ROI AI automations, then designs, builds, integrates, and runs them, connecting to: CRMs, Five9, EHRs, practice management systems, and accounting tools.
Find out what your team could stop doing.
A free workflow audit takes 30 minutes. We'll show you exactly which processes to automate first, and what each one is costing you today.
No pitch deck. No obligation. Just a map of your busywork.