Industries
We work with service-driven businesses where requests, follow-up, and handoffs drive daily operations. Here's where we see the most opportunity for a digital workforce to make work reliable.
Financial & Insurance Services
Insurance Agencies
- • Route policy change requests to the right person with context
- • Track certificate of insurance (COI) requests through completion
- • Automate renewal follow-up and document collection
- • Surface stuck service requests before clients complain
Accounting & Bookkeeping Firms
- • Intake client document submissions and flag what's missing
- • Route tax prep requests to the right staff based on complexity
- • Track deliverable status across clients during busy season
- • Automate follow-up for outstanding client information
Financial Advisory & Wealth Management
- • Capture client service requests and route by account type
- • Track onboarding paperwork and compliance documentation
- • Automate review meeting scheduling and prep reminders
- • Surface accounts needing attention based on activity
Property & Real Estate
Property Management
- • Centralize tenant maintenance requests across channels
- • Route work orders to vendors and track completion
- • Automate lease renewal outreach and document collection
- • Surface overdue inspections and compliance tasks
Real Estate Agencies
- • Track transaction milestones and flag stalled deals
- • Route incoming leads to agents based on your rules
- • Automate follow-up sequences for prospects and past clients
- • Centralize document collection for closings
Facilities Management
- • Intake work orders from multiple buildings or clients
- • Route requests by location, urgency, or trade
- • Track vendor response times and completion
- • Surface recurring maintenance due dates
Trades & Field Services
Home Services (HVAC, Plumbing, Electrical)
- • Capture service requests from calls, texts, and web forms in one place
- • Route jobs to techs based on skill, location, or availability
- • Automate appointment confirmations and follow-up
- • Track warranty claims and parts orders to completion
Construction & Trades
- • Centralize bid requests and RFI intake
- • Track submittals, change orders, and approvals
- • Route punch list items and warranty requests
- • Automate subcontractor follow-up and documentation
Legal & Professional Services
Legal (Small Firms & Solo Practitioners)
- • Intake new matter requests and capture key details upfront
- • Track case milestones and surface approaching deadlines
- • Route client communications to the right attorney or paralegal
- • Automate document request follow-up
Professional Services (Consultants, Agencies, Studios)
- • Intake project requests and capture scope details upfront
- • Track deliverables across multiple client engagements
- • Route internal requests (creative, technical, admin) by type
- • Surface projects at risk of deadline slippage
Healthcare
Healthcare Practices (Small Clinics, Specialists)
- • Route patient inquiries to scheduling, billing, or clinical staff
- • Track referral requests through completion
- • Automate appointment reminders and pre-visit paperwork
- • Surface overdue patient follow-ups
Nonprofits & Membership Organizations
Nonprofits & Associations
- • Route member inquiries to the right department
- • Track grant application milestones and reporting deadlines
- • Automate donation acknowledgment and follow-up
- • Centralize volunteer coordination requests
Don't see your industry?
If your business runs on requests, follow-up, and handoffs, there's a good chance a digital workforce can help. We're happy to explore whether DST is a fit, even if your industry isn't listed above.
Start a ConversationReady to make work reliable?
Tell us about your business. We'll show you where a digital workforce can have the biggest impact.
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