A point solution
- Solves one task in isolation
- Another login, another vendor
- Data stays siloed in each tool
- Your team figures out the rest
Your AI transformation
partner.
- Firm-wide, not one-off tools
- Works inside the systems you already use
- Built alongside your IT and security teams
Tell us about your team. We'll reach out within one business day to set up a 30-minute assessment.
Supported by
Across our clients
- less time on repetitive work
- 40%
- lower operating costs
- 25%
- more work handled
- 2×
One foundation, every function
Transformation, not another point solution
A Soren partnership
- A roadmap across your operations
- Built inside the systems you already run
- One foundation every workflow builds on
- A team that stays on as you scale
Where transformation reaches
Operations
Scheduling, handoffs, approvals, status updates
Finance and accounting
Invoicing, reconciliation, collections, month-end close
Sales and client onboarding
Intake, contracts, CRM updates, kickoff
Customer service
Inbox triage, routing, drafted replies
Reporting and analytics
Weekly reports, dashboards, data pulled across systems
Don't see yours? We'll build it.
If your team does it repeatedly, we can build around it.
Tell us about it ↑
Case studies
Real work, real results
Legal
A Personal Injury Law Firm
- 250+ Employees
10 sec
to a firm answer, down from 30 minutes
Turned a 30-minute hunt for a firm answer into 10 seconds.
- Challenge
- Procedures, precedents and past matters lived across shared drives, email and a few people's memories. Finding an answer meant searching folders or interrupting a partner, often for half an hour.
- What we built
- We built a firm brain on the firm's own documents, running in its environment. Attorneys and staff ask in plain English and get an answer with a link to the source. It started with one team and expanded firm-wide.
- Outcome
- The firm brain now answers about 11,000 questions a month. People find answers in seconds instead of hunting for them, and partners field far fewer of the same questions.
- questions answered a month
- 11,000
- saved per employee, every week
- 2+ hrs
- employees on one firm brain
- 250+
Private equity
A Private Equity Firm
- 50+ Employees
- The Firm and its Portfolio Companies
5 min
to produce portfolio reporting
Portfolio reporting in five minutes, and 20+ hours a week back at the portfolio companies.
- Challenge
- Reporting across the portfolio meant pulling numbers from each company by hand. The portfolio companies each ran their own systems, with plenty of manual operations work on top.
- What we built
- We built an internal AI workflow to manage reporting across every portfolio company. Then we worked inside the portfolio companies' own systems to take repetitive operations work off their teams.
- Outcome
- The firm now produces portfolio reporting in about five minutes, and its portfolio companies save more than 20 hours a week. One partner for the firm and its portfolio.
- to produce portfolio reporting
- 5 min
- saved weekly at portfolio companies
- 20+ hrs
- partner for the firm and its portfolio
- 1
Nonprofit
A Scholarship Fund
- 200+ Employees
- 38,000+ Applications
2 weeks
to review a full cycle, down from 2–3 months
Took a 2–3 month application crunch down to two weeks.
- Challenge
- Every cycle brought months of manual data entry into Salesforce and first-pass review of 38,000 applications, handled by seasonal hires.
- What we built
- We built an AI first pass inside the fund's own cloud, connected to Salesforce. It checks financial-aid letters, transcripts and GPA minimums, flags anything missing, writes a short summary of each applicant and keeps a follow-up queue. Staff make every decision.
- Outcome
- The fund now reviews a full cycle in about two weeks without seasonal hires, and its staff spend their time on decisions instead of data entry.
- applications reviewed a year
- 38,000+
- per application
- 45 → 5 min
- seasonal hires needed
- 0
The assessment
Thirty minutes, structured like an engagement
01 · Before
We review your brief
02 · First 10 minutes
We map your operations
03 · Last 20 minutes
We show what's possible, on your stack
04 · After
You get a one-page roadmap to keep
We bring the strategy, the engineers, and the partnership to turn AI ambition into systems that run your firm.
Security and governance
- Your data stays in your systems
- Never used to train models
- Your permissions govern every action
- Full audit trail
Questions
Let's map your AI transformation together.
Thirty minutes. Your operations. A roadmap you keep.
Pick a time