Case Studies — Grace & Cronos | AI Opportunity Assessments
OPP 01 OPP 02 OPP 03 OPP 04 LEVERAGE INDEX SCORING TIER 1 TIER 2 TIER 3

Case Studies

Real assessments. Real scores. Real systems.

Every engagement starts with the Leverage Index. Here's what it revealed — and what we built.

Behavioral Health

How the Leverage Index Scored 18 AI Opportunities in Behavioral Health

Industry: Behavioral Health & Home Health Care Type: Small provider, multi-disciplinary team

Leadership had compliance anxiety. The team was spending more time on admin than clinical care. We scored 18 AI opportunities across the operation. The operations team's stated #1 priority scored Tier 2b (3.35). The actual highest-leverage moves were Automated Appointment Reminders (4.50) and Treatment Plan Tracking (4.30).

Appointment Reminders — 4.50 Treatment Plan Tracking — 4.30 Stated #1 Priority — 3.35 (Tier 2b)
Assessment complete

Deliverables

Full Leverage Stack, Landscape Report, "Where AI Should Not Go" Report, Executive Briefing, Next-Phase Proposal ($85K bundled for 4 Tier 1 systems)

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Legal

Finding Revenue Leaks in a Multi-Practice Law Firm

Industry: Legal — Multi-Practice Type: Small firm, attorneys and support staff

Cash flow issues from missed invoicing. Manual document drafting. Admin delays losing clients. We identified 10 AI opportunities — 3 scored Tier 1: Post-Consultation Auto-Onboarding (4.40), Automated Billing (4.15), and Workflow Assignment (4.05).

Auto-Onboarding — 4.40 Automated Billing — 4.15 Workflow Assignment — 4.05
Assessment in progress
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