Selected implementation work
These projects show how Meru studies an operation, connects the right systems, preserves human review, and measures what changed.
Sales operations
A law firm shortened the phone call to a signed retainer by turning its best reps' performance histories into a consistent qualification and disqualification process.
Legal operations
We connected marketing attribution, telecom, intake, operations, and finance across a high-volume personal injury law firm.
Mid-market implementation
Built with a managed services provider, BloomChat connected client records, conversations, reports, and proposal workflows into usable account context.
Public data product
A public research product created and operated by Meru AI that makes changing California crash records easier to examine and trace.
Explore a conversation, a document packet, or an incoming invoice. These short examples show how source information becomes useful work, with exceptions and human review kept visible.
Reconcile a call, inspect the source, and prepare the CRM record.
Legal operationsOpen a matter file and assemble a source-linked review draft.
Distribution operationsMatch an invoice to its order and receipt. Resolve the difference.
Fictional data and prebuilt outputs. No login, uploads, or live client connections.
Services, clearly defined.
For operating partners and portfolio-company leaders: AI implementation across the portfolio
The opportunity is visible, but the right starting point is not.
A prioritized implementation plan grounded in value, readiness, and risk.
Useful context is divided across systems, documents, calls, and teams.
A production-ready AI workflow connected to the systems already carrying the business.
The system needs ownership, review, training, and measurement after launch.
Clear operating procedures, human review, monitoring, and continued refinement.
How Meru works
The process reduces uncertainty for leadership and technical burden for the team carrying the work.
We study the people, workflows, systems, information, and decisions involved before recommending technology.
We identify the opportunity with the clearest business value, practical data access, and responsible path to adoption.
We establish the implementation plan, technical design, human review, ownership, and measures of success.
We build, integrate, test, and prepare the solution for use inside the systems your team already relies on.
We train the team, monitor performance, resolve exceptions, and refine the system as the business changes.
Implementation notes
A practical guide to moving from a promising pilot to a dependable production system.
02How lead context, call review, follow-up, and revenue feedback can work together.
03What it takes to connect AI to CRM records, conversations, documents, and review paths.
Jose Okabe has led implementation across attribution, telecom, intake, reporting, automation, and AI-supported workflows in a 350+ employee environment. That operating experience shapes how Meru evaluates risk, adoption, ownership, and measurable change.
About Jose and Meru AIBegin with a conversation.
Share the workflow, system, or decision you want to improve. You do not need a finished AI roadmap or a polished technical brief.