Capabilities

What we build, how it's done, and why it works.

AREA 01

Bespoke AI Development & Strategy

Proprietary workflows & enterprise moats

Purpose-built systems that constitute a competitive moat, encode proprietary workflows, or run a regulated process. This is the right fit when the outcome is specific to the organization and cannot be solved with standardized tooling — when the system must reason over proprietary data, follow domain rules, or integrate with internal systems.

What We Build

Domain-Specific Agents

Multi-agent orchestration engineered for complex, multi-step enterprise business processes.

Custom RAG Architecture

High-precision RAG systems indexing proprietary corporate corpora with reciprocal rank fusion.

Internal App Integration

Native AI agents directly embedded into existing internal applications and enterprise databases.

Regulated Deployments

Compliance-grade agent deployments meeting strict audit, PII, and security requirements.

How We Engineer

Human-Directed Intelligence

Every agent runs under human-engineered constraints. Operating experience lives in context windows, prompts, and validation gates. The agent executes; the human directs.

Modular & Version-Controlled

Every workflow and prompt is versioned with documented change history. Fail-safe design ensures no single point of failure corrupts output.

Context Over Prompting

We prime agents with domain context, specify output schemas, embed quality gates catching errors before propagation, and direct chain-of-thought for auditability.

Cross-Source Validation

Every significant finding is corroborated by at least two independent sources. Conflicting data triggers investigation, never an averaged conclusion.

Production Stack Architecture

Models

  • Anthropic Claude
  • OpenAI
  • GLM
  • Kimi-k
  • Specialized models

Orchestration

  • Hermes
  • pi
  • Claude Code
  • n8n
  • Make.com

Development

  • Cmux
  • Cursor IDE
  • Claude Desktop
  • Docker
  • Custom MCP servers

Data Infrastructure

  • PostgreSQL with pgvector
  • LinkedIn
  • Indeed
  • RepVue
  • PRNewswire
  • Financial databases

4-Phase Engagement Roadmap

PHASE 01

Audit & Foundation

Map active agents and tools, inventory context pipelines, assess unit maturity, establish data governance.

PHASE 02

Context Infrastructure

Deploy protocol layer with access controls, semantic indexing, freshness guarantees, security scope review.

PHASE 03

Capability Mapping

Classify workflows, define human-in-the-loop patterns, designate AI workflow architect, standardize toolchain.

PHASE 04

Intent Encoding

Translate OKRs into machine-readable goal structures, build delegation frameworks, deploy drift detection.

Quality Standards & Measurement

Delivery Standards

  • <2%Factual correction requests across all client deliverables
  • 100%Quantified claims traceable to verifiable source documents
  • <10%Deliveries requiring substantive revision after initial review
  • <5 hrsClient time commitment required per flagship engagement

Governance Benchmarks

>90%
Goal Fidelity
>95%
Escalation Accuracy
>85%
Hierarchy Compliance
ZERO
Shadow Agent Index

AREA 02

Enterprise-Ready Agentic Products

Production-tested agents & engines

A portfolio of over 40 proprietary, in-market agents and automation engines aiding growth and operations across numerous business functions.

The Groundwork Agent Suite

Enterprise Engines

Demand Intel ABM Engine, ConnectIQ Account Intelligence, SealSync Proposal Engine, Thought Leadership Engine, Onboarding Automation, and more.

AEO & Visibility

AEO/GEO Optimizer, Prompt Tracker, and Content Intelligence Agent.

Voice & Conversational AI

Murphy AI Voice Agent, Chloe Scheduling Assistant, and custom chatbots.

Sales Outreach & Intelligence

Automated outreach pipelines, lead qualification, and dynamic territory analysis.

Strategic Research Agents

Deep-dive sector analysis, competitor monitoring, and automated briefing documents.

View Full Catalog
FLAGSHIP AGENTIC PRODUCT

The Enterprise Second Brain, "Morgan"

Launch Demo

Morgan, named after co-founder Kerri Gaither's daughter, is an AI-powered knowledge system that continuously ingests, organizes, understands, and generates from an organization's employees, communications, documents, and decisions.

Morgan is not an open-box LLM (Claude, ChatGPT), a chatbot, and not document search — it is a governed, secure, policy-driven, closed-loop system.

Day-to-Day Production Workflow Outputs

Access to every department & employee's expertise
On-demand pipeline status & updating
Automated proposal generation
Project management & task tracking
HR onboarding & internal training
Access to KPIs & analytics
Company ethos & positioning summaries
Back-office accounting, P&L, legal & admin
Thought leadership & PR drafting

Why Morgan Is a Different Category — A True Shared Brain

Individual AI tools like Claude, Copilot, and ChatGPT reset when the individual's session closes, with no persistent governance, compliance, or security layer for sensitive information, internal or external.

Morgan is a centralized, persistent, structured intelligence layer that every team member queries from the same source — the difference between each employee having a smart tool and the organization having a shared brain.

All data flows into one governed database, so collective knowledge is queryable by anyone with appropriate access: a new team member can get up to speed on a client without hunting through six Slack channels and twelve Zoom recordings.

Quality and Continuous Learning

Morgan runs on a closed loop of sensors, policy, tools, quality gates, and learning. Every generated document passes LLM-as-judge grounding checks, with unsupported claims flagged for human review. Fifty-one golden questions run weekly against the knowledge base (current pass rate: 96.1%), with regressions triggering alerts. 988 automated tests cover connectors, search, RAG, generation, access control, and PII scanning — currently passing with zero failures. Search misses are tracked, feedback is captured in structured form, and prompt versioning enables A/B comparison against historical performance.

Unified Ingestion

Scheduled connectors across Gmail, Slack, Zoom, Google Drive, Notion, and knowledge vaults normalize into a single searchable knowledge base.

Retrieval Independent of Phrasing

Semantic search, full-text search, and fuzzy matching are merged through Reciprocal Rank Fusion, so the strongest result from each method surfaces regardless of how the question is worded.

Answers with Provenance

Every answer is grounded in organizational data, carries source citations, and is tagged with the policy version and model used. A Mixture-of-Agents router selects lightweight models for simple queries and frontier models for complex synthesis.

Document Generation, Not Template Filling

Morgan retrieves relevant context and synthesizes new prose against approved templates: SOWs, MSAs, counsel-reviewed service agreements, SOPs, process documents, GTM briefs, and proposals. Gaps are marked [REQUIRES HUMAN INPUT] rather than filled with plausible fiction. Approved drafts export as branded .docx.

Governance as Architecture

Governance is engineered into Morgan's infrastructure, not left to individual employee behavior:

Classification at Ingestion

PII detection (SSNs, credit cards with Luhn validation, routing numbers, API keys, IBANs) automatically marks records RESTRICTED and removes them from all search paths before they are ever queryable.

Three-Tier Access Control

BUSINESS, PERSONNEL, and EXECUTIVE tiers enforced at both API and database level; PostgreSQL Row-Level Security means a misconfigured API still cannot return restricted rows, and no application role can DELETE.

Data Residency

Self-hosted deployment, secrets in an encrypted vault with keys never mounted in the application container, backups encrypted before offsite transfer, TLS and Bearer authentication on all endpoints.

Approval Workflow

DRAFT → IN_REVIEW → APPROVED/REJECTED with Slack notifications; only approved documents export. Morgan prepares drafts only — it is not authorized to publish, email, contract, purchase, or alter live systems.

Policy-As-Code

System rules and brand policy live in a versioned database table assembled at runtime; governance is enforced on every query, not filed in a folder.

Prompt Injection Defense

All ingested content is treated as untrusted data; instructions embedded in emails, transcripts, or web pages are never executed as commands.

Full Audit Trail

Ingestion, query, response, generation, and feedback logs including retrieved chunk IDs, similarity scores, latency, and policy version.

AREA 03

Training & Practice Environments

Private working sessions

Practice Environments are private, hands-on working sessions in which Groundwork engineers sit with an internal team and build fully functional automations using that team's own data, systems, and domain requirements. Participants do not watch a demo; they leave with automations running in their own environment and the means to extend them.

Session Formats

Half-Day Session

One functional automation built end to end against a real workflow, plus the reasoning behind each design decision.

4 HOURS

Full-Day Session

Multiple connected automations, an initial workflow taxonomy, and a working pattern the team can replicate.

8 HOURS

Multi-Day Program

A portfolio of automations across functions, with internal owners identified and equipped to maintain them.

2-5 DAYS

How a Session Runs

01. Scope & Prep

The team brings real workflows, not hypotheticals — we scope which are agent-ready before the session begins.

02. Live Build

We build alongside the team in their environment, against their data and constraints.

03. Design Narration

Every decision is narrated: why this model, why this validation gate, why this step stays human-in-the-loop.

04. Working Delivery

Automations ship working, with gaps and follow-on work documented against named owners.