AI consulting for Raleigh-Durham
and the Triangle.
Cardinal Automation Partners is an AI consulting firm based in Raleigh, NC. We build AI workflow automation for document-heavy teams across the Research Triangle. AI pre-populates the fields; your people verify them.
30 minutes · no charge · you leave with a written baseline
Based in Raleigh.
Working across the Triangle.
Cardinal is a small AI consulting firm in Raleigh, North Carolina. We work with teams in Raleigh, Durham, Cary, Chapel Hill and Research Triangle Park, and remotely with teams across the US. You won’t be handed to an account manager. Every engagement is run by a founder.
We come to you.
Cardinal meets Triangle clients in person, at your site. The work happens where the workflow happens, with the people who run it.
Intake work is easiest to understand at the desk where it’s done. That’s where we trace it: the shared inbox, the scanned PDF, the field someone re-keys into the system of record. In person, we watch the real handoffs and measure handle time and volume with the people who do the work. There’s no deck. It’s a working session.
Your reviewers are in the loop from day one, so the build checks in with them too. They see the review screen take shape against your real documents and tell us where the AI’s output needs a human decision. At go-live, we’re on-site to deploy the system and train your team.
Teams outside the Triangle get the same process remotely, and we travel for discovery calls and go-live events.
How a Triangle
engagement runs.
A Triangle engagement runs in steps you can stop after. It starts with a free on-site or video discovery call, moves to a measured recommendation, then a build with your reviewers, and ends with an in-person go-live. You decide at each step whether to continue.
30 minutes, no charge
We trace one workflow with you and measure the manual steps. A written baseline and an ROI estimate land in your inbox, yours to keep whether or not you hire us.
Two weeks, one workflow
We map the workflow, establish its baseline, and assess where AI or plain automation can safely help. It ends with an implementation-ready recommendation and a business case. You’ll need a named business owner for the workflow who’s available during the two weeks. The answer isn’t always AI.
With your reviewers in the loop
We build against your real documents and prove the result against the baseline we wrote down. Every implementation gets its own proposal: workflow boundary, deliverables, integrations, timeline, price and data-handling constraints.
On-site, then your choice
We deploy, and we train your team in person. After that, your team runs the system independently, or we stay on through a Managed Automation Partnership to monitor it and improve it.
Three services.
Three steps.
Cardinal builds document intake and parsing, custom AI development, and sales and marketing automation. The engagement steps are the AI Workflow Blueprint, the Operations Automation System and the Managed Automation Partnership. Not every client needs all three.
Where it fits.
If someone in your workflow reads a document and re-keys it into a system, that step is a candidate. The AI handles the extraction. Your team handles the judgment.
- Title & deed intake: search requests parsed before an examiner starts.
- Claims intake: first-notice-of-loss documents pre-filled for adjusters.
- Loan & application onboarding: documents classified and extracted for underwriting review.
- Prior authorization: faxes and PDFs turned into structured requests.
- Contract extraction: dates, parties and terms pulled into your systems of record.
- Invoice & order processing: POs and invoices matched and flagged for approval.
Our production case study is in title insurance. For any other workflow, we start the same way: a measured baseline before any promise.
Proven in production:
title insurance.
For a regional title company, Cardinal built an intake parser that reads every search request and extracts 25 structured fields before the search begins. The prior title found rate rose from 32% to 38% within 12 weeks. Intake transcription time fell 2.4 minutes per request, across roughly 350 requests a day, and every request still passes human review.
Principals, not
account managers.
Cardinal is run by its two co-founders. The person on your discovery call is the person who builds the system.
- Adam Alvarez, Co-founder & CEO: runs every discovery call himself.
- Mike Gregory, Co-founder & CTO: has built products for financial services and healthcare companies, where security isn’t optional.
Questions Triangle
teams ask.
Do you work with businesses in Durham, Chapel Hill and Cary?
Yes. Cardinal is based in Raleigh and works with teams across the Triangle, and remotely with teams across the US. Where you’re located doesn’t change how an engagement runs.
Do you meet in person?
Yes. Cardinal meets clients in person across the Triangle, at your site, from the first discovery call through go-live. For teams outside the area, we work remotely and travel for discovery calls and go-live events.
What does a first engagement look like?
With Cardinal, it starts with a free 30-minute discovery call on one workflow. You leave with a written baseline and an ROI estimate. If there’s a case to pursue, the usual next step is an AI Workflow Blueprint: two calendar weeks, one primary workflow, ending in an implementation-ready recommendation and business case.
Do we own what you build?
After handoff your team can run the system independently, or keep us on to maintain and evolve it. Ownership and IP terms are set out in each implementation proposal.
How do you handle data security?
Security and authentication are built in from day one, not bolted on. Every correction is logged with the reviewer’s identity and a timestamp, and the original inputs are kept alongside each record. Each implementation proposal sets out its data-handling constraints in writing.
Will AI replace our staff?
No. Cardinal’s systems have AI pre-populate the fields and your people verify them. We don’t build fully autonomous systems for sensitive, high-stakes workflows. In our title insurance work, every request still passes human review.
What if AI isn’t the right fit for our workflow?
Then we’ll tell you. The Blueprint doesn’t assume AI is the answer. The recommendation may be deterministic automation, process redesign, or a combination.
How much does it cost?
The discovery call is free. Blueprint pricing is set after the discovery call, and every implementation gets its own proposal covering scope, timeline and price.
Bring one workflow.
Leave with a plan.
30-minute discovery call. No charge. No follow-up sequence. We trace your workflow and write you a one-page ROI estimate before any contract is on the table.
Book a discovery call →