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Integration playbooks.

Vendor-specific AI integration playbooks for $8M-$50M operators. Real workflows, real architecture, real dollar numbers. Each playbook is the kind of memo we'd write for a paid client, published here because the same questions came up enough times across diagnosis calls to be worth writing down.

Playbooks8 published
FormatMemo-style
AudienceOwner-operators
CostFree

Most AI implementation content for these systems is vendor-marketing. ServiceTitan publishes about ServiceTitan AI features. Wolters Kluwer publishes about CCH Axcess AI capabilities. Vertafore publishes about AMS360. None of them publish the deep how-to-actually-do-it-for-a-mid-market-firm playbook, because that playbook would describe the limits of their off-the-shelf AI as much as the strengths.

These are those playbooks. Each one walks through the workflow as it works today at a typical mid-market operator, the failure mode, the architecture of the custom system we'd commission to fix it, the API endpoints involved, and the recovery range we've seen in real engagements.

If your operation runs on the vendor in question, the playbook gives you a working frame. If you want one commissioned, the diagnosis call is the next step.

I ServiceTitan AI integration for PE-backed home services platforms. Playbook · Home Services. 24/7 AI receptionist into ServiceTitan dispatch, multi-brand normalization, technician membership-conversion priming. EBITDA bridge included. ServiceTitanPlaybook II CCH Axcess AI workflow for mid-market CPA firms. Playbook · CPA. Open Integration API approach. PBC chase, tie-out, advisory deliverable assembly. Built to ship before October extension. CCH AxcessPlaybook III Applied Epic AI integration for P&C agencies. Playbook · Insurance. Policy-Q&A pipeline, COI generation, submission packaging on top of Applied Epic. No platform migration. Applied EpicPlaybook IV iManage AI integration for mid-market law firms. Playbook · Law. Matter-aware retrieval, deal-precedent search, billable-hour reconstruction over the iManage archive. Permissions intact. iManagePlaybook V Epicor Kinetic AI for specialty manufacturers. Playbook · Manufacturing. CPQ AI on Kinetic, spec parsing, RFQ triage, walk-away recovery. 6-hour to 11-minute quote turnaround. Epicor KineticPlaybook VI AMS360 AI automation for independent agencies. Playbook · Insurance. COI automation, renewal-readiness pipelines, producer-onboarding RAG on top of AMS360. 18-hour COI to 11 minutes. AMS360Playbook VII UltraTax AI integration for CPA firms. Playbook · CPA. Tie-out automation, prior-year exception capture, return-prep AI on UltraTax CS. Ships in 4 weeks. UltraTaxPlaybook VIII NetDocuments AI workflow for law firms. Playbook · Law. Matter-aware retrieval, deal-precedent search, intake-to-DMS pipeline on NetDocuments. Permissions intact. NetDocumentsPlaybook IX Clio AI integration for mid-market law firms. Playbook · Law. Custom AI on Clio Manage. Matter intake, billable-hour reconstruction, document automation, client portal AI. Built when Clio Duo isn't enough. ClioPlaybook X FieldEdge AI integration for HVAC and plumbing platforms. Playbook · Home Services. Custom AI on FieldEdge. 24/7 receptionist, technician priming, cross-FSM dispatch normalization for platforms straddling FieldEdge and ServiceTitan. FieldEdgePlaybook XI Housecall Pro AI integration for home services operators. Playbook · Home Services. Custom AI on Housecall Pro. 24/7 receptionist, multi-pro routing, technician priming. Built for owner-operators who outgrew the off-the-shelf tools. Housecall ProPlaybook XII EZLynx AI automation for independent agencies. Playbook · Insurance. Custom AI on EZLynx Management System. Quote comparison automation across the agency's actual carrier pool, COI generation, retention pipelines, producer onboarding RAG. EZLynxPlaybook XIII Karbon AI vs custom AI for CPA firms. Comparison · CPA. Karbon AI is excellent for the average CPA firm. Mid-market operators with 30-150 pros often need something different. Honest side-by-side. KarbonComparison XIV ProSystem fx AI workflow for mid-market CPA firms. Playbook · CPA. Custom AI on top of CCH ProSystem fx for firms not yet migrated to Axcess. Migration-ready architecture. ProSystem fxPlaybook XV Lacerte AI integration for CPA firms. Playbook · CPA. Custom AI on Intuit Lacerte. Tie-out automation, advisory assembly, return-prep AI for firms with strong individual practice. LacertePlaybook XVI Workiz AI integration for home services operators. Playbook · Home Services. 24/7 AI receptionist into Workiz dispatch, multi-trade routing, technician priming. For multi-trade owner-operators. WorkizPlaybook XVII Salesforce Litify AI integration for plaintiff & mass-tort firms. Playbook · Law. Intake conversion in under 90 seconds, medical-record summarization, settlement-readiness AI on Salesforce Litify. LitifyPlaybook XVIII HawkSoft AI automation for independent agencies. Playbook · Insurance. COI generation, retention pipelines, producer onboarding RAG on HawkSoft CMS. HawkSoftPlaybook XIX Sage Intacct AI integration for mid-market finance teams. Playbook · Finance. Close-acceleration, AP intelligence, board-pack assembly, FP&A pipelines on top of Sage Intacct. Sage IntacctPlaybook
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