Live
Document Reader
Reads incoming documents and turns them into clean, structured data
AI infrastructure and agents that transform businesses
ⓘ Based on results at existing portfolio companies
We set up the data layer and connect to tools you already use so your business is ready for AI on day one
Off-the-shelf agents for common tasks across industries, custom agents for unique processes specific to your business
We maintain the best AI infrastructure and agents so you can focus on your business
A modern technology foundation for AI agents to augment your team
CRM, ATS, ERP, CMS
One clean and connected source of truth
Connections with the third-party tools your team already uses
Enterprise-grade access controls
Model-agnostic and uses the optimal model for the task
Whether you run on spreadsheets or a modern technology stack, we connect what's there and build what isn't, so AI agents can work from day one
Agents that any services business can use
Live at our healthcare and technology staffing business
Sources, screens, submits, and places end to end; recruiters step in only for high-touch reqs
Pre-screens the database against the req so only strong-fit candidates surface
Delivers a ranked shortlist per open req each morning so recruiters start with outreach
Conducts and transcribes initial screens; recruiters review highlights and move to client-facing calls
Books client interviews around candidate and hiring manager availability and sends confirmations
Verifies licenses and certifications, flags gaps, and tracks expirations
Drafts and refines JDs from client history and market data for recruiter approval
Mines the ATS for past applicants and silver medalists that fit new reqs
Captures new reqs from any channel with rate, shift, and requirement fields filled in
Prepares client-ready submittals in minutes, matched to each client's format
Reconciles timesheets against pay and bill rates to protect spread on every assignment
Coming soon for personal injury firms
Qualifies new leads on liability, damages, and coverage and routes them to intake
Gets the contingency agreement signed in minutes and converts the lead to a matter
Calls, texts, emails, and documents land on the right matter without manual filing
Sends and follows up on medical records and billing requests and files the returns
Produces a dated treatment summary from the records
Drafts the demand with liability, damages, and specials from the file for attorney sign-off
Instant answers on any case, sourced from communications, records, and notes
Coming soon
The agents our own investment team runs on
Scores inbound opportunities against investment criteria and benchmarks instantly
Scans public and proprietary sources for high-fit platform and add-on targets
Summarizes CIMs and teasers into standard IC-ready preview and outstanding Q&A
Reviews the data room, flags gaps and anomalies, and tracks open diligence items
Synthesizes customer and reference calls into themes, risks, and quotes for IC
Assembles a first-draft IC memo from diligence materials in the firm's format
Ask anything about the portfolio and get answers from live operating and underwriting data
Produces a first draft of each quarterly letter from portfolio KPIs and milestones
Surfaces warm paths to targets and LPs from emails, meetings, and notes
A structured playbook that meets each business in its own technology journey
Request a working session on how Legion OS™ would map onto your operating model.
Request a Demo