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Case study · Agents

A statewide services directory, checked against its sources.

A three-person team, a directory nobody had time to check, and now the evidence behind every change.

  • Nonprofit services
  • Agent operations
FieldBeforeAfter
WebsiteLink brokenProvider's own page, saved
EligibilityNot listedConfirmed, with source
PhoneOld numberUpdated, with source
Documents to bringUnknownFlagged for a call
One listing, illustrated. Client records stay private.

The figures

listings reviewed
Counted1,457
details backed by the provider's own site
Counted8,959
missing or wrong sources recovered
Counted135
of first-pass manual review saved
Estimate~490h

The work.

The problem
Listings that hadn't been touched in years, and no time to check them one by one.
What we built
An agent that reads each provider's site, compares it with the record and attaches the source.
Running now
Staff can trace every detail to its source, and see exactly what still needs a call.

Sitting on records nobody has time to check?

Got a directory, a database or a backlog like this?

30 minutes is enough to tell you what checking it would take.

30 minutes