Workflow automation · Raleigh, NC
AI does the work.
Your team stays in command.
Cardinal is an AI consultancy that builds workflow automation your business can trust — structured outputs, human review where it counts, security guardrails from day one, and your data stays in your environment.
90 minutes · no charge · you leave with a written baseline
Subj: Rush search — 412 Fernbrook Ln, Wake Co…
"Need full search on parcel 0791-22-8814, buyer
Marisol Vance, closing 7/21. Deed bk 19244 pg 0332."
What we do
Measure it. Automate it.
Stay in control.
We identify where AI creates the most leverage in your business — then build the system with human oversight, security guardrails, and data privacy from day one.
Document intake & parsing
Emails, PDFs, forms, and scans turned into structured, validated records. AI pre-populates every field; your reviewers verify the ones that need judgment. Every decision logged and attributed.
See it in production →Custom AI development
Full-stack AI systems built to your environment — not off-the-shelf tools bent to fit. Role-based access, integrations to your existing stack, and a full decision history throughout. You own the code when we hand off.
Book a discovery call →Sales & marketing automation
From first signal to qualified meeting: lead scoring, CRM enrichment, email sequences, and follow-up cadences that run automatically. Your reps focus on conversations, not busywork.
Let's scope it →Where this fits
The same approach,
across industries.
If your workflow has a step where someone reads something and types it into a system, that step is a candidate. The AI handles the extraction. Your team handles the judgment.
How we work
Discovery to production.
We don't ask you to sign a contract before we've proven the approach works. You're running software on your real data before you commit.
Trace & measure
A 90-minute working session. We trace one workflow, find the manual steps, and measure handle time and volume.
You get: a written baseline + ROI estimate. No charge.
Build with your team
We build the automation against your real documents, with your reviewers in the loop from day one, and prove it against the baseline.
You get: working software on your data, measured against the numbers we wrote down.
Ship & hand off
We deploy into your environment, train your team, and hand over documentation. When it's stable, we leave — no ongoing dependence.
You get: production systems you own, plus a support agreement if you want one.
32% → 38% in twelve weeks
Proven in production · Title insurance
AI reads the deed.
Examiners verify the data.
A regional title company's search requests arrived as free-text emails and scanned PDFs. Now every request lands pre-parsed into 25 structured fields — and better data in means more prior titles found.
"The examiners stopped re-keying and started examining. That's the whole job."Read the full case study →VP of Operations, regional title company
How we build
Rules we don't break.
✓Humans stay in the loop
AI pre-populates. People verify. We design the review step first, and no automated output reaches a customer or a filing without a human gate where it matters.
✓Access control from day one
Reviewers see only the queues they're assigned to. We wire into your existing identity provider — SSO, MFA, whatever your IT policy requires — no shared credentials, no workarounds.
✓Data stays in your environment
Systems deploy on your infrastructure. Documents, extracted data, and audit records never route through Cardinal's servers — your data is subject to your controls, not ours.
Who you'll work with
Principals, not
account managers.
Every engagement is run by a founder. The person in your discovery call is the person who builds — and the person accountable when it ships.
Adam Alvarez
Has spent his career helping operations teams adopt software tools that stick. Runs every discovery call himself — because the person who maps the workflow should be the one who sees it through.
Mike Gregory
Built web and mobile products for financial services and healthcare companies — industries where security and reliability aren't optional. Brings that same standard to every system we ship.
Start here
Bring one workflow.
Leave with a plan.
A 90-minute working session on a workflow you already suspect is costing you. We trace it together and put numbers on it.
- ✓Written baseline of your current handle time and volume
- ✓An honest read on whether AI can reliably handle the steps
- ✓ROI estimate you can take to your CFO — no charge, no obligation