Company Brain case studies
What these companies did with what their people know
You have built a business on the experience of your people. These companies faced the same question every owner faces sooner or later: how do you keep that knowledge when the business grows, people move on or a new owner takes over?
Each case sets out what the company did, what it already gained, and where a Company Brain could take it next.
Trailstone Insurance · Insurance agency
The playbook that survived the growth spurt
How an insurance agency turned scattered files into repeatable onboarding, and where its next opportunity may sit in customer conversations.
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Guindi & Associates · Accounting and consulting
When everyone knows everything, until they don't
How an accounting firm made its expertise available across borders.
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Nexio Projects · ESG and sustainability consulting
The AI adoption story that starts with restraint
How governance and a clear purpose helped an ESG consultancy move quickly.
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Sterling Tax & Accounting · Tax and accounting
A growing accounting firm should not need a louder owner
How documented procedures helped Sterling grow past repeated explanations.
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ParaCore · Digital marketing agency
The process manual that could answer a buyer's questions
What a digital marketing agency showed about transferability when it came time to sell.
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SCHAPER GmbH · Pest management services
Eighty years of experience will not fit in a handover meeting
How a pest management business approached succession as a transfer of knowledge.
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GBS Kühlanlagen GmbH · Refrigeration and air conditioning
When the experienced technician retires, who answers the phone?
A refrigeration company's knowledge opportunity, before any chatbot.
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Eisenwerk Würth GmbH · Metal processing
The knowledge project that met real life
Why documenting expert work is harder, and more valuable, than it sounds.
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DataValue Strategy · Performance management consulting
The consulting project that remembers what the meeting decided
How faster documentation could grow into lasting institutional knowledge.
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Avantia Law · Legal services
A junior paralegal who knows where to look
How a law firm used its own work product to make expertise easier to reach.
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Experience Your Wealth · Financial planning
Teaching an AI assistant the art of advice
A small wealth management firm takes on the hardest form of owner dependence.
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COSMO CONSULT · Business software consulting
From clean CRM data to connected sales intelligence
What a large AI program teaches smaller companies about building value in the right order.
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Baseten · AI infrastructure
The colleague everyone asked got his day back
How Baseten turned its first account executive's know-how into an assistant that answers in his voice.
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BestSelf · E-commerce
Rebuilding a business when the playbooks are missing
How BestSelf turned its brand, HR and legal documents into assistants the whole team builds and uses.
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Bluon · HVAC software
Years of support calls became every technician's mentor
How Bluon trained an assistant on 50,000 tech support calls so new HVAC technicians get expert answers.
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Bozeman Real Estate Group · Real estate brokerage
New agents stopped hunting for answers
How a Montana brokerage gave its agents one source of truth for policies, rules and onboarding.
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BPM LLP · Accounting and tax
Specialist judgment that every tax team can apply
How BPM turned its experts' criteria into agents that guide junior staff and leave a review trail.
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Cheney Galluzzi & Howard Law · Personal injury law
When every new hire needs a senior colleague's time
How a 35-person law firm replaced shadowing with recorded how-tos, quizzes and training plans.
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Connecticut Trial Firm · Law firm
Every page written down is money saved
How two trial attorneys scaled themselves by making documentation a habit the whole firm shares.
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DE software & control GmbH · Production software
Two generations, one camera and a shared manual
How a production software company pairs apprentices with experienced masters to turn real work into training material.
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Diab Chambers LLP · Law
A senior partner's knowledge, open to the whole firm
How a specialty law firm gives its lawyers personal language models trained on their own work.
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Dräger · Medical and safety technology
One good answer, reused by the whole sales team
How Dräger routed sales questions to the right experts and kept every answer for the next person who asks.
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Eventus Advisory Group · Accounting and finance advisory
Years of client memos, finally put to work
How an accounting advisory firm turned its archive of technical memos and its house style into a drafting assistant.
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Every · Media and software
When the best editor cannot edit everything
How a 30-person media and software company turned its editor in chief's judgment into a tool the whole team can use.
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A family business advised by awicontax · Mid-sized family business, succession
When the senior owner's knowledge lives only in his head
How a family business uses an AI agent to interview the owner and pass his experience to his successor.
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Fletchers Solicitors · Medical negligence and serious injury law
Expertise spread across 100 lawyers, and nowhere central
How a law firm worked with a university to turn its lawyers' case experience into decision support.
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Future Firm · Coaching for accounting firm owners
800 firm owners, and only one coach
How a coach for accounting firm owners built an AI version of his advice, with a rule against making things up.
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Great Park Insurance · Insurance agency
Every new hire trained from the agency's own playbook
How Great Park Insurance turned its own playbooks into AI workflows and scripts for onboarding and service.
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Gromnitza Systemhaus GmbH · IT services
An IT firm tests AI on its own know-how
How an IT service provider tried AI-based knowledge management with open-source models only.
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HireVue · HR software
When four platforms no longer fit in anyone's head
How HireVue's support team taught new hires to find answers and gave senior agents their time back.
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ICG Ingenieure GmbH · Geotechnical engineering
Years of soil reports, and too few engineers
How a geotechnical engineering firm set out to make its past reports work for its experts.
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JC Social Media · Social media agency
The agency became sellable once it ran without her
How a 16-person social media agency built processes, a manual and a self-sufficient team before its sale.
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Jet BI · Consulting
Your experts, available to clients at any hour
How a consulting firm built AI twins of its team leaders and experts, with each person's permission and an off switch they control.
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Kingsley Napley · Law
How senior lawyers' know-how reached the whole firm
How a law firm worked with behavioral scientists to capture what its senior litigators know, without costing them billable time.
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Learning Pool · E-learning software
When every tester was the expert on one product
How an e-learning company's QA team documents its tests while running them, so no product depends on a single person.
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Lemonade · Insurance
How experts' first drafts became trusted company knowledge
How an insurer's training team runs every knowledge request through one tracked and audited pipeline.
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MaTec Gummiwerk and WS Wieländer + Schill · Manufacturing, funded research project
When an expert's hands know more than any manual
How two manufacturers tested ways to capture experienced workers' unspoken skills for training.
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PMP Strategy · Strategy consulting
What partners know, turned into tools everyone uses
How a 150-person strategy consultancy got partners and consultants building with AI, and why governance came first.
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Premier Credit Union · Credit union, financial services
A systems overhaul showed how scattered the know-how was
How a credit union pulled policies, procedures and project knowledge into one hub, and leaned on it during a core conversion.
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ProTec Building Services · Property maintenance and construction
Two acquisitions, nine offices, one way of working
How a property maintenance company standardized its processes after growing through acquisitions.
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Quattek & Partner · Tax advisory
When learning by shadowing stopped working
How a tax advisory firm with around 150 employees moved knowledge transfer into its own in-house academy.
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Rent Builder Property Management · Property management
When nothing depends on who is in the office
How a property management firm in Albuquerque turned verbal updates into a written workflow with an owner for every step.
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SaaStr · B2B media and events
One expert, thirteen years of answers, always available
What an AI version of Jason Lemkin shows about the value of deep, real content.
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Schürmann, Schürmann & Schürmann Steuerberatung GmbH · Tax advisory
A tax firm hands routine work to dozens of agents
How a tax advisory firm uses AI agents for research and writing, and where its tax advisor draws the line.
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Single Grain · Marketing agency
An agency that taught its AI where to look
How a marketing agency rebuilt its company brain around retrieval, trust and corrections.
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Softhouse · IT and software consultancy
When the handbook exists but nobody reads it
How an IT consultancy put its employee handbook into a Slack assistant as a first test of internal AI.
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Sonata Design · Design firm
Every product question used to land on one person
How a Canadian design firm gave its team a searchable source for product specifications, and gave its director time back.
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Steno · Court reporting and litigation support
Half the answers were already written down
How a court reporting company pointed an assistant at its existing documents and gave its support team room for harder work.
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Steuerrecht.com · Tax law firm
A ten-person firm that puts its own templates to work
How a tax law firm in Cologne connected its text modules and contract templates to AI assistants, with confidentiality as the first test.
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T&R Gebäude Service GmbH · Heating and building services
Saving what retiring technicians know before they leave
How a heating and building services business plans to keep its experienced people's knowledge.
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The James Agency · Marketing agency
Onboarding that runs without the owner
How a marketing agency turned its team's know-how into role-by-role manuals, as told in a 2019 story.
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Thinkific · Online learning software
One question instead of five systems
How an online learning software company joined its scattered customer knowledge so anyone can prepare for a call.
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WGKK Gruppe · Tax advisory and audit
One shared place where all knowledge flows in
How a tax advisory and audit firm with several locations made sure a short absence no longer shakes its structures.
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Wuffes · Direct-to-consumer pet health
Everything was documented. People still asked.
How a pet health brand connected an AI agent to its tools and cleaned up its documentation along the way.
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Your knowledge, your opportunities
What could your business do with everything it knows?
Every customer insight, every hard-won fix and every good idea becomes something the whole team can use, and each new piece builds on the last. Your people decide faster, new hires find their feet sooner, and you see where the business can grow next. Answer a few short questions to see if it fits. If it does, pick a time for a 30-minute call with our team.
See if it fits your businessQuestions owners ask first
Answers before you decide
You have seen what other companies did. These are the questions owners ask us next.
Will this work for a business like mine?
These cases range from a four-person team to large firms with thousands of people, across many industries. Each one shows what the company did and what it gained, so you can see which parts are close to your own situation. The short fit check tells you whether the Company Brain suits your business. If it does not, we tell you.
Do we have to write everything down first?
No. Your people share what they know through structured conversations, in their own words, and the Company Brain also draws on the documents and systems you approve. Nobody starts from a blank page.
What does it cost?
The price depends on your business and the tools your team uses. We agree the scope and the price with you on your call, after the short fit check, so you know where you stand before you decide.
Who can see what our people share?
You decide who can ask about what, and access is set by role. Contributors see what is recorded from their conversations and approve it before colleagues can ask about it. Every answer shows its source.
Can the AI get things wrong?
It can, which is why every answer shows where it came from, and the Company Brain says so when the knowledge is not there. Your experienced people keep the decisions.