One click to choose, one click to go.
Connect the records and handoffs behind your Fort Lauderdale business. Sourcy implements AI agents and industry platforms for Broward teams that need customer information, documents and follow-up to move through one defined process.
An AI brain for insurance agencies: bring clients, records, and service workflows into a shared operating context.
Explore Agency Nexus →An AI brain for architecture and engineering: connect projects, documents, proposals, and team coordination.
Explore Blueprint →Sitework organizes contractor operations. Sourcy DATA supplies data and intelligence for prospecting and business workflows.
See the platforms →When multiple teams receive the same request, automation can create more duplication unless ownership is clear. Define the authoritative customer or project record, the territory or specialty that owns the work, and the fields each team may change. An intake agent can then collect context and prepare the assigned task without creating separate versions in each inbox. Review how users see shared documents, what happens when ownership changes and how a failed connection is handled. Start with a single service workflow before expanding across locations.
The proposal separates configuration or development, migration, subscriptions, model usage, telephony and support where applicable. Onsite sessions, remote collaboration and timing are agreed after reviewing access and data. Start with a focused release your team can evaluate before expanding.
Share your tools, team, and goal. We’ll help define the scope, budget, and next steps.