Truline
One engagement shape

When the answer is a maintained AI worker, this is what that looks like.

This is one shape a Truline engagement can take, not a product you pick off a page. Some firms need a tool selected, some need two systems connected, some need their staff brought up to speed, and some need a maintained AI worker running defined operations inside their own environment. The consultation decides which. If it is this one, we scope it, build it, run it, and keep it correct.

The engagement

Diagnosed first. Scoped to your operation.

One
Of several possible shapes
15m
Free consultation first
Fixed
Quote before work starts
6
Industries served
Six industries

The same capability carries different risk in each firm.

Intake, follow-up, coordination, reporting, and documentation exist in all six industries below, but the obligations around them do not. What a marketing agency can automate freely, a law firm cannot. The shape follows the industry, not the other way round.

Marketing Agencies

Your clients now expect you to have an opinion about AI, and your competitors are forming one loudly. We work out which capabilities are worth putting inside your own delivery, reporting, and onboarding, and which are noise you can safely ignore.

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Law Firms

Privilege, confidentiality, and professional duty rule out most of what the market is selling, and the vendors rarely mention it. We evaluate what a firm can defensibly adopt, name the constraint it has to run under, and say plainly when the answer is not yet.

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Insurance

Carriers, comparative raters, and agency management systems are all shipping AI at once, and very little of it is built for how your agency actually services a book. We work out what belongs in renewals, claims, and policy service, and what to leave alone.

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Manufacturing

The floor runs on systems that took years to get right, and nobody wants an experiment near them. We evaluate where AI genuinely helps the office work around production, what it must never touch, and what a change would actually cost to adopt.

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Wholesalers

Your buyers are getting faster answers somewhere, and the pressure to match that arrives before anyone has worked out how. We evaluate what actually holds up in an order desk, and we tell you which of it can wait.

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Real Estate

Every portal, CRM, and brokerage platform is adding AI, and most of it competes for the same client relationship you own. We work out which capabilities strengthen your team and which quietly put a vendor between you and your client.

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Why it is scoped, not metered

More of the work moving through should not cost you more.

Metered AI billing punishes exactly the outcome you wanted when you bought it: more of the work actually moving. So this shape is scoped up front instead, and the volume inside that scope does not move the number. Monitoring, support, and the changes your operation needs as it shifts sit inside it.

Work runs under human review before it runs on its own, and the access it holds is limited to the systems the job genuinely touches. Where the work is anywhere near privileged, regulated, or client-confidential material, that boundary is designed before anything goes live rather than added afterwards.

A scoping guide

A scoping guide for your first AI Employee

The same build map we use to scope the workflow, the tool layer, the test plan, and the launch controls, sent straight to your inbox.

No spam. We only use this to discuss your AI employee build.

Diagnosed, then scoped

Find out whether this is even the right answer for you.

Bring your industry and the problem you keep working around. In fifteen minutes we will say whether a maintained AI worker is the right shape here, whether something smaller would do, or whether the honest answer is to wait. The consultation is free and you get the reasoning in writing the same day.