Deploy AI workers across rolled-up service operations — from acquisition readiness during diligence through standardized post-close operations. Turn tribal knowledge into governed automation that scales.
The playbook lives in the founder's head.
Most service businesses were owner-operated for decades. Pricing logic, customer handling, scheduling intuition, vendor relationships — none of it is documented. Day one after close, the new operator inherits a black box.
Standardization breaks the existing book.
Push the wrong process change too fast and you lose customers, lose technicians, lose the gross margin that made the business worth buying. The operator has to standardize *and* protect what works.
Generic AI tools don't fit service operations.
Chat assistants weren't designed for dispatch, route optimization, technician handoffs, customer scheduling, or the on-the-ground workflows service businesses actually run. The result is shelf-ware operators ignore.
Before you sign the LOI, the Acquisition Diligence Worker ingests target materials, maps service workflows, scores AI-transformation readiness, flags operational and diligence risks, and recommends a post-close roadmap. The analytical work that used to take outside advisors and weeks of analyst hours — under Knox governance with human approval at every consequential step.
Material review
Ingests CIM packets, financials, customer lists, and operational documents. Surfaces material claims, inconsistencies, and gaps for diligence team review.
Workflow mapping
Maps the target's service workflows end-to-end. Surfaces where work happens, where it bottlenecks, and where tribal knowledge concentrates.
Readiness scoring
Scores the target against an AI-transformation rubric. Quantifies which functions are deploy-ready and which need closure work pre-close or in the first 90 days.
Operational risk
Flags operational, integration, and diligence risks against a structured framework. Routes high-severity flags to the diligence lead for review.
Post-close roadmap
Drafts a 90-day post-acquisition automation roadmap with named worker fits, effort estimates, and quantified value contribution.
Template recommendation
Recommends specific Qoris worker templates and integration paths for the target. The post-close deployment plan starts before the wire transfer.
Knox: high-risk tier · Seven approval points · Audit contracts suited to confidential deal work
The Acquisition Diligence Worker supports investor, operator, and roll-up diligence. It does not substitute for IC, legal, tax, or compliance decisions — and Knox approval points ensure no analytical output becomes part of an IC packet without human sign-off.
Stop paying outside advisors for what an AI worker can run in a week.
Each worker ships with templates, integrations, default Knox policy, and audit logging. Customize, deploy, govern.
Worker
Acquisition Diligence Worker
Assesses target businesses pre-LOI: ingests CIM materials, maps workflows, scores AI-transformation readiness, flags risks, recommends post-close roadmap and worker templates. Knox-governed with human approval at every consequential step.
Common integrations: Data rooms, document stores, knowledge bases, memory repositories
Worker
SOP Extraction Worker
Interviews operators and technicians, transcribes calls, captures workflows from real customer interactions. Drafts standard operating procedures, flags inconsistencies, surfaces automation candidates for operator review.
Common integrations: Slack, Zoom transcripts, document stores, internal wikis
Worker
Customer Intake Worker
Handles inbound customer requests, captures job details, drafts initial estimates, escalates non-standard requests for human approval. Same intake quality on every call.
Common integrations: Phone systems, CRMs, scheduling platforms, email
Worker
Appointment Scheduling Worker
Routes service requests against technician availability, surfaces conflicts, drafts schedule recommendations, escalates priority jobs for dispatcher sign-off.
Common integrations: ServiceTitan, Housecall Pro, Jobber, internal scheduling systems
Worker
Quote & Estimate Worker
Drafts customer quotes using current pricing rules, flags pricing exceptions, escalates unusual or high-value estimates for operator approval.
Common integrations: CRMs, pricing systems, document stores
Worker
Invoice & Billing Review Worker
Matches invoices to jobs, flags exceptions, drafts payment approvals, surfaces duplicate or unusual patterns across portfolio sites.
Common integrations: QuickBooks, NetSuite, accounting systems, email
Acquisition Diligence Workers assess targets pre-LOI. The same Qoris platform you'll deploy post-close starts adding value before the wire transfer.
SOP Extraction Workers interview existing operators, document the playbook, and turn institutional knowledge into governed workflows. The business doesn't lose its edge when the founder retires.
Workers connect to ServiceTitan, Housecall Pro, Jobber, QuickBooks, and the systems your operations already use. No rip-and-replace across acquired sites — Qoris meets each operation where it is.
For operators with customer data, regulatory, or security constraints — workers run in your VPC or on-prem with full audit logging outside the agent workspace.
A supplements manufacturer running Qoris workers reported meaningful reduction in manual operations work within their first month of deployment. Workers ship pre-configured — most teams have a worker running against their stack within a week.
NVIDIA Inception Program
Claude Partner Network member
Qoris gives operators the operating layer for the full roll-up lifecycle: acquisition readiness in diligence, workers and approvals and audit post-close. Built for the post-acquisition reality, not the pitch deck.
