West Vancouver
Where AI earns its place in a West Vancouver practice
Wealth management and financial advice
Client onboarding, identity documents, meeting notes and follow-up tasks prepared by AI for the advisor to review, with every client record kept in your own systems.
Real estate
Listing paperwork, showing requests, offers and deadlines tracked in one place, with the routine emails drafted and ready to send.
Law and accounting practices
Document review, search across your own files and precedents, and client intake — with every AI answer cited back to the document it came from.
Clinics
Intake forms, referrals and reminders, with patient privacy treated as the first requirement rather than an afterthought.
Working together
We come to your office in West Vancouver for the mapping week; after that, most of the work runs on short check-ins at times that suit the practice.
ITelligents
988 Harbourside Dr, Unit 204
North Vancouver, BC V7P 3T2
+1 236-706-5556
info@itelligents.ca
Services
Services for West Vancouver businesses
AI workflow automation
Intake, triage, review, approval and follow-up turned into systems that read the documents, draft the response and escalate the exceptions.
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AI knowledge search (RAG)
Contracts, tickets, manuals and company history made answerable, with every answer cited back to its source document.
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Custom software
Web applications, client portals, internal tools and integrations built around the way your business already runs.
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Questions we are asked
Is our clients’ information kept private?
Yes. Systems are deployed into your own cloud account behind your authentication, access follows your existing roles, and where documents must not leave your infrastructure we use models hosted there.
We are a small practice. Is this worth it?
Often more than for a large firm: in a practice of five, one person’s repetitive work is a fifth of its capacity. The workflow map shows what automation would save before you commit to building anything.