WitanWorks

Automation Consulting

We help you turn useful tools into measurable results.

Most teams already have capable software. What they lack is the time to wire it together and the confidence that it will hold up. We find the work that eats your week, automate the parts that should run on their own, and build the tools your field actually needs, then hand them over working.

Capabilities

Task Automation

We take the small, repeatable jobs off your team's plate and run them to your standard.

  • Drop the hours spent on note-taking and summaries
  • Keep records organized without manual filing
  • First drafts ready in minutes
  • Form filling and data entry
  • First-draft writing and editing
  • Document and meeting summaries
  • Formatting and cleanup

Smart Workflows

We connect the steps of a process so it runs on its own and only reaches you when a decision is needed.

  • Give a team back hours each week
  • Run manual, multi-step processes end to end
  • Get warned when something needs a look

Inbox to Reply

  1. 1Read the email
  2. 2Summarize the request
  3. 3Pull the relevant internal documents
  4. 4Draft a first response for your review

Invoice to Analysis

  1. 1Watch for new invoices
  2. 2Pull the figures from QuickBooks
  3. 3Format them in Excel
  4. 4Send alerts when something looks off

Custom Tools

We build private models and applications for the way your industry works, running on your own documents inside a secure workspace.

  • Answers cited to your own documents
  • Private models that stay inside your workspace
  • Built around one industry’s real work

Law Firms

Find past arguments, clauses, and filings.

Chat with case files and get cited answers in seconds.

Financial Advisors

Reach research, compliance rules, and portfolio notes without digging through folders.

Recall the key points from reports and client files on demand.

Consulting & Advisory

Reuse research, frameworks, and deliverables across engagements.

Turn slide decks, reports, and project docs into searchable, cited knowledge.

Operations & HR

Standardize answers to internal policy questions.

Employees ask and get consistent, approved information.

Compliance Teams

Produce summaries backed by the source material.

Generate verified summaries with linked documentation.

M&A & Corporate Development

Analyze deal documents, past transactions, and due diligence reports.

Find relevant clauses, deal comps, and risk notes in one secure workspace.