Case studies
Clients we’ve grown for years —
now building their AI.
These aren’t stock logos. They’re businesses Droot has worked alongside for years on growth, who now trust us to put AI to work inside their operations. Here’s where the biggest wins are — and what we’re building.
One of Canada’s largest brokerages, turning a mountain of documents and questions into instant answers.
BrokerLink places insurance for more than a million customers across the country, drawing on a hundred-plus carriers through branches, call centres, and a self-serve app. That scale is exactly what AI is built for: high volumes of repetitive questions, and a blizzard of documents in a hundred different formats.
customers served across Canada
insurance carriers in the quoting ecosystem
employees across a national branch network
Where AI creates leverage
An assistant for customers and brokers
A round-the-clock agentic assistant on the website and app: it answers coverage questions in plain language, explains a policy or a claim, starts an auto or home quote, and files a first notice of loss — handing off to a licensed broker the moment real advice is needed. Inside, brokers get a copilot that pulls a client’s full history across every carrier and preps them before each call.
Document intelligence across 100+ carriers
Every carrier issues policies, declaration pages, endorsements, and loss runs in its own format. Droot’s extraction turns that pile of PDFs into clean, comparable data that flows straight into quoting, renewals, and the customer portal — so a stack of carrier documents becomes usable information in minutes, not an afternoon of re-keying.
Generative drafting in the workflow
Renewal-review emails, plain-language coverage explanations, commercial-risk summaries pulled from a business application, and first-draft replies to service tickets — all drafted in seconds and reviewed by a person before they go out. The team spends its time on judgment, not typing.
Business functions in scope: contact centre & customer service · claims intake · new-business quoting · renewals · commercial underwriting prep · broker productivity.
A leading employment-law firm, capturing high-intent clients the moment they need help.
Whitten & Lublin represents employees and executives through workplace disputes — wrongful dismissal, severance, harassment. Someone dismissed on a Friday night is a high-intent client at their most anxious moment. The firm already leans on digital tools; AI takes that instinct much further, on both intake and the document-heavy work behind it.
years of combined legal experience
representing workers and executives, not employers
headquartered, acting for clients across Ontario
Where AI creates leverage
Intake that qualifies and books, 24/7
An agentic intake assistant talks to a prospective client at any hour: it asks the right employment-law questions, gauges whether there’s a viable case, estimates a severance range, and books a consultation with the right lawyer — while routing weak-fit inquiries to self-serve answers. For a practice whose whole game is catching high-intent demand, that’s the gap between a booked consult and a lead lost at midnight.
Contract & severance review in minutes
The core work is reading employment contracts, severance offers, and termination letters. Droot’s document intelligence extracts the terms that matter — notice periods, bonus and non-compete clauses, termination provisions — flags unusual or unenforceable language, and weighs a severance offer against common-law entitlement. Hours of manual review become minutes of lawyer-checked analysis.
Drafting that keeps clients informed
First-draft demand letters, client update emails, and case summaries — generated from the file and always lawyer-reviewed before anything leaves the office. The firm is known for prompt, transparent communication; AI helps it keep that promise as the caseload grows.
Business functions in scope: client intake & qualification · consultation conversion · contract & document review · client communication · matter management.
Every one of these systems is built the Droot way: on the client’s real data, measured against outcomes their team defines, with a person in the loop wherever judgment matters. We publish results as engagements mature — and we’ll never dress a pilot up as a finished win.
Could your business run like this?
If you recognise your own workflows in these stories, let’s talk. Thirty minutes, no deck — we’ll tell you honestly where AI would pay off for you.
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