/ 01
AI strategy
Find your best next move.
A clear path from ‘where do we start?’ to the right opportunities for your business.
Workflow reviews · Opportunity mapping · Roadmaps
A LITTLE AI. A LOT OF POSSIBILITY.
Less busywork.
More possibility.
Practical AI for clinical research, wealth management, and trade & logistics.
Connect your existing tools. Simplify repetitive work.
Keep your team in control.
More human. More capable. A little Momo.
Small orb. Big ideas.
A brighter way to work.
MEET YOUR NEW SIDEKICK
The tools you know.
A little more connected.
Your CRM
Your inbox
Your knowledge
Your team
01 / INDUSTRIES
Built around your industry.
Different teams. Familiar friction. Explore where a clearer workflow could make room for the work that matters.
Site networks, SMOs & small CROs
Keep the work behind every study moving.
Explore ways to prepare operational documents, connect routine handoffs, and surface exceptions across your existing systems. Start with one clearly defined administrative workflow.
WORKFLOW POSSIBILITIES
Feasibility responses
Draft questionnaire answers from approved site information and previous responses. Show the sources, flag gaps, and let your team approve what is submitted.
Budget & amendment review
Compare proposed budgets and amendments with approved rates and prior versions. Surface changed terms and missing line items for finance and contract review.
Study finance reconciliation
Organize invoices and sponsor remittances, suggest matches, and flag discrepancies. Finance reviews the exceptions and approves any follow-up or account adjustment.
Document completeness
Check authorized document metadata against your approved checklist. Flag missing items, versions, and dates for the regulatory lead to verify before records change.
New-site onboarding
Map systems, document templates, and process handoffs when a site joins the network. Prepare a focused integration plan for operations, IT, and quality review.
Operations knowledge
Help staff find answers in approved, versioned procedures and operations manuals. Include the original sources and route unanswered questions to the right owner.
RIAs & wealth management operations teams
Give your team more room for client relationships.
Bring structure to the paperwork and handoffs around your advisory team. Explore workflows that prepare information and make review easier across your existing tools.
WORKFLOW POSSIBILITIES
Client onboarding
Turn approved intake information into draft checklists and follow-up tasks. Flag missing documents so operations can review the package before the next step.
Meeting preparation & follow-up
Assemble briefs from authorized client records and prepare action lists from approved notes. The adviser reviews the context, assignments, and any client-facing draft.
Document intake
Sort incoming documents and extract fields into a review queue. Surface missing or inconsistent details for staff to confirm before updating client records.
Reporting preparation
Assemble approved reporting inputs and flag missing or inconsistent data. Your team verifies the numbers and approves the final package before distribution.
Compliance-review preparation
Organize communication drafts, supporting sources, and checklist items for review. Flag potential omissions and route the package to your compliance officer for a decision.
Acquisition workflow mapping
Compare data fields, document structures, and operating processes across firms. Prepare proposed mappings and exception lists for operations and compliance to validate before migration.
Freight forwarders, customs brokers & export distributors
Move the paperwork along with the shipment.
Turn scattered requests and documents into organized work for your operations team. Explore practical handoffs across your inbox, shipment records, and order systems.
WORKFLOW POSSIBILITIES
Quote request intake
Organize incoming requests in English or Spanish, extract shipment details, and flag missing information. Your team confirms requirements and approves pricing and the reply.
Purchase order to draft order
Extract details from emailed purchase orders and prepare a draft order. Flag unfamiliar products, quantities, or terms for staff to verify before entry.
Shipment document checks
Compare commercial invoices, packing lists, and transport documents for inconsistent fields. Route differences to your documentation team for verification before the shipment moves forward.
Status & exception updates
Gather updates from authorized records and flag missing milestones or conflicting statuses. Prepare customer messages and internal tasks for the responsible operator to approve.
Broker handoff preparation
Assemble a document packet and missing-information checklist for the broker. Your licensed broker reviews customs questions, resolves classification issues, and controls any filing.
Freight invoice reconciliation
Compare invoice line items with approved quotes and shipment records. Flag duplicate or unexpected charges for finance to review before payment or a dispute.
Illustrative use cases. Each project is scoped around your systems, data access, and review requirements.
Family offices & portfolio companiesBy referral
For referred family offices and portfolio businesses, we can scope a focused operational project around reporting, document coordination, and follow-through.
Reporting preparation
Bring approved reports and statements into a draft review package, with missing inputs and inconsistencies highlighted for your team.
Documents & deadlines
Organize authorized records and extract dates into a review queue, so staff can verify obligations and assign the next action.
Meeting follow-through
Prepare briefs, action lists, and follow-up drafts from approved notes. The responsible person reviews assignments and communications before they go out.
02 WHAT WE DO
Good ideas.
Working systems.
We start with your workflow and the tools you already have. We assess what can be configured, what needs to connect, and where a custom solution would help.
/ 02
Custom AI agents
Meet your team's new sidekick.
Purpose-built assistants that work with your knowledge, your tools, and your people.
Knowledge assistants · Custom agents · Human oversight
/ 03
Workflow automation
Let the everyday work flow.
Connect the steps between your tools. Give repetitive tasks a better way to get done.
CRM workflows · Document handling · Reporting
03 THE POSSIBILITIES
What could a little
Momo do for you?
Start with one part of your day.
See what a different way of working could look like.
IMAGINE THISA new questionnaire.
A new questionnaire.
A useful head start.
Prepare a first draft from approved site information. Bring the source, unanswered questions, and details needing an update into one review.
Thoughtful automation. Humans in control.
ILLUSTRATIVE WORKFLOW
THE EVERYDAY MOMENT
A sponsor sends a feasibility questionnaire
Site capabilities · Facilities · Previous approved answers
A LITTLE MOMO
A sourced draft, ready to check.
- Find relevant approved site information
- Draft answers with source references
- Flag gaps and information to refresh
Site operations approves the response.
Your team checks every answer and any capacity or enrollment commitment before submission.
✳ Illustrative examples. We confirm the workflow, systems, data access, and review steps with your team before building.
04 HOW WE WORK
From “what if”
to working.
No need to have it all figured out.
We’ll find the useful part, together.
Start small.
Build something that matters.
Discover
Find the right problem.
We get to know your people, your tools, and the work that gets in the way. Together, we choose a focused opportunity worth pursuing.
Build
Make something useful.
We develop a solution around your real workflows, test it with real scenarios, and refine it with your team.
Evolve
Make it part of your day.
We help your team get comfortable, document how things work, and plan the support and improvements that come next.
A FOCUSED FIRST STEP
AI Opportunity Audit
Find the workflow worth improving first.
Start with the work your team knows. Together, we examine one process and turn the useful opportunities into a practical next step.
Start with five questionsScope, timing, and fee are agreed before work begins.
A USEFUL PLAN TO TAKE FORWARD
A map of the current process
The inputs, people, tools, and handoffs behind one important workflow.
Ranked opportunities
Practical improvements considered against effort, dependencies, and observed friction.
A scoped pilot recommendation
A focused first build, the information it needs, and a way to judge whether it helps.
Clear human review points
Who checks the result, handles exceptions, and approves the next action.
YOUR WORKFLOW, IN FOCUS
Five questions.
A clearer starting point.
Think of one process you would like to improve. Answer what you know and leave the open questions for a conversation.
No email required to use this check.These notes stay on this page until you choose to include them in an inquiry and send it. They are not saved if you reload or leave. Please keep sensitive business or client records out of this check.
Choose one process. Describe the request that starts it and the useful result at the end.
Think about copying, checking, searching, and handing work to someone else.
Use an observed example or an approximate range. It is fine to say you have not measured it.
Name the tools and document types involved. Leave out credentials and sensitive records.
Identify the role that checks the work and what should happen when something is missing.
A working brief, with room for what we still need to learn.
A FEW GOOD QUESTIONS
Curious?
Good place to start.
We’re interested in AI. Where do we start?
Start with the work, not the technology. We’ll look at the repetitive tasks, slow handoffs, and missing information in your day, then identify a focused opportunity worth exploring.
Can Momo work with the tools we already use?
That’s where we start. We review your current systems and available integrations to understand what can connect directly, what needs a custom approach, and what should stay as it is.
How do you handle sensitive business information?
We define data boundaries, access requirements, and human review steps before implementation. The approach is shaped around the information involved and the people who need to use it.
What happens after something is built?
We plan the handoff, documentation, and team walkthrough with you. Ongoing monitoring, maintenance, and future improvements can be scoped around your needs.
YOUR NEXT CHAPTER
Big possibilities.
Small hello.
Tell us about your industry, your tools, and the work that keeps getting stuck. We’ll explore a practical place to start.
Book a 20-minute callhello@trymomo.ai
I'm all ears.Well, technically, plasma.