RITelehealth
Results Intake
Pathology PDFs into structured, flagged markers.
Builtest. 25 hrs a month back
$3k to $9kCustom · by proposal
Service · The context layer
No data layer, no agents.
We shape HubSpot into the single record your agents will read: the right objects and properties, clean data, and your other systems connected. HubSpot calls it growth context. We call it the part everyone skips.
The problem
Five systems, five versions of the customer
An agent pointed at that just automates the mess, faster and with more confidence.
The problem
Knowledge in heads and PDFs
If the rule only exists in someone's memory, no agent can follow it.
The problem
Integrations with an end date
HubSpot retires legacy private apps and older APIs through 2027. Old connections need a plan.
Model the record
Objects, properties and associations that match how your business actually works, not HubSpot's defaults.
Delivered asA documented data model your team can read.
Clean and migrate
Duplicates merged, history preserved, dates you can trust.
Delivered asStaged migrations with a rollback at every step.
Connect your systems
Finance, bookings, e-commerce, documents. Rebuilt on HubSpot's current platform so they survive 2027.
Delivered asMonitored integrations with alerts.
Make it agent-ready
Permissions, approval points and an audit trail, so the first agent can be trusted on day one.
Delivered asA context score that goes up.
Already built. Configured to you.
Three agents that run on a clean data layer. Add one, or all three.
FIAny business
Field Intake
Voice notes, photos and forms into clean records.
Builtest. 15 hrs a month back
$3k to $9kCustom · by proposal
KNAny business
Knowledge Agent
Answers from your own documents, with the source.
Builtest. 10 hrs a month back
$750Prebuilt · buy now
Add them all, then see setup, run cost and payback in your cart.
Start with a conversation.
Kat can answer most questions now, and book you in with a person whenever you like.