Industries

Financial Planning and Services

Financial planning firms are adopting AI for meeting notes, review preparation, operations tasks, marketing and the planning work itself. Projelic builds these tools around a firm's own systems and planning philosophy, with advisors approving anything that reaches a client.

• Financial Planning and Services · Custom Business Applications

  An assistant that answers advisors' questions from the firm's own records

  Advisors ask about any client in plain English and receive answers from the firm's own records, including a summary to prepare for each client review.

• Financial Planning and Services · Process Automation

  A tax return review that checks every figure against the page

  The key figures from a client's tax return, each confirmed on the return itself, with planning observations and a draft email to the advisor for the reviewer to check.

• Financial Planning and Services · Custom Business Applications

  From a prospect's documents to a draft financial plan

  The system reads statements, tax returns and pay stubs, so staff never key in a prospect's information. It then drafts a complete financial plan customized from the firm's archive of past plans.

• Financial Planning and Services · Custom Business Applications

  A timeline of each client household's life events, built from years of notes

  Births, deaths, marriages, retirements and moves found in years of client notes, each with its source sentence, shown as a timeline and family tree for each household.

• Financial Planning and Services · Process Automation

  A short list of client life changes for the operations team

  Client life changes mentioned in passing, gathered into a short list for the operations manager, sorted by priority, each with the exact words it is based on.

• Financial Planning and Services · AI Strategy

  A study of where the firm's work gets stuck

  A map of the firm's work, a scored list of what to automate next, and the recurring causes of rework and delay, each backed by examples leadership could check.

• Financial Planning and Services · Custom Business Applications

  Meeting notes that replaced a leading AI notetaker

  Notes and follow-up emails drafted in each advisor's style and connected to the firm's CRM and email, at a lower cost than the subscription it replaced.

• Financial Planning and Services · Process Automation

  Client money events and a monthly new-assets report, drafted for review

  Custodian transaction records turned into a clear list of each client's money events, and the monthly new-assets report drafted for the operations manager to review.

• Financial Planning and Services · Process Automation

  Custodian reports, downloaded and checked automatically

  Downloads the custodian reports staff used to fetch and merge by hand, checks each one, and holds back the dependent tools until every report is in.

• Financial Planning and Services · Process Automation

  Tax-season document collection, ending in a draft email to the client and CPA

  For each household, the year-end tax forms gathered, notes for the tax preparer, missing accounts flagged and the email to the client and CPA drafted for review.

• Financial Planning and Services · Custom Business Applications

  Household rebalancing trade lists that follow the advisor's rules

  Whole-share trade lists across all of a household's accounts that follow the advisor's own rules and give the same trades from the same inputs.

• Financial Planning and Services · Custom Business Applications

  Private AI search over support tickets, on the company's own server

  Support agents find the past tickets that answered a new question, with the AI running on the company's own server so ticket text stays in-house.

Construction

Projelic built a system that reads blueprints and specifications and drafts takeoffs for estimators, and a platform that invites and tracks subcontractor bids on every project.

• Construction · Custom Business Applications

  Subcontractor bid invitations and tracking for a commercial contractor

  A subcontractor directory by trade, bid lists for each project, invitations subcontractors answer from their inbox, addenda and reminders before each bid is due.

• Construction · Custom Business Applications

  Blueprints read and turned into first-draft takeoffs

  Estimators upload a job's drawings and specifications. The system reads them and drafts the quantity takeoff, ready for the estimator's review.

Nonprofits

Small nonprofit teams carry the administrative load of much larger organizations. Projelic replaced one nonprofit's CRM with a system built around the churches it serves, along with donor records, bookkeeping automation and training courses.

• Nonprofits · Custom Business Applications, Process Automation

  A custom system that replaced a nonprofit's CRM

  Built around the churches the organization serves, with every order, contact and conversation in one place and follow-up drafted at the right moment.

• Nonprofits · Custom Business Applications

  From interview transcripts to a consulting report draft

  A consultant uploads a church's interview transcripts, confirms the themes and recommendations the tool finds, and receives a report draft in a standard outline to edit.

Other Industries

Manufacturing, education, home energy services, healthcare and online publishing.

• Manufacturing · AI Strategy

  Two days on site at a boat manufacturer, and a plain answer about AI

  A systems map, 2 days of interviews, a project list for the IT team and a finding that AI did not yet justify its cost on the production floor.

• Education · Custom Business Applications

  An AI tutoring platform that builds a course and teaches it one-on-one

  A course builder that turns documents or a conversation into a course, and an AI tutor that teaches it one-on-one, on a branded site for each organization.

• Home energy services · Custom Business Applications

  A repair-knowledge database for home battery systems, tested before launch

  Forum threads, manuals and repair videos organized into failure modes and fixes, each statement with its source, behind a public reference site and an AI lookup for repair partners.

The Other Industries page also lists work in healthcare and online publishing.