Intake
Turn documents into reviewed records
Extract key fields, flag missing information, and prepare a clean record before anything enters the operating system.
Boca Raton · Palm Beach County
Make complex client work easier to operate.
RootWurx connects client intake, documents, CRM records, private knowledge, approvals, and reporting—then gives the team one controlled AI layer for answers and actions.
Private knowledgeRetrieve approved information with citations instead of searching by memory
Reviewed actionsDraft and prepare work while people retain final authority
Connected recordsKeep client, document, pipeline, and financial context aligned
Onsite discovery available in Boca RatonStreet address not published
01 · Client operations
The answer, record, and next action should stay connected.
For document-heavy and relationship-driven teams, the problem is rarely one missing tool. It is the gap between the systems that already hold the work.
Knowledge
Give the team cited answers
Search approved SOPs, agreements, market material, and live business records from Slack or another familiar surface.
Execution
Move approved work forward
Prepare CRM updates, follow-up, reports, or document outputs with a clear human checkpoint.
A useful first pilot
Client document → reviewed record → next-step queue.
The first system can focus on one recurring intake packet or client workflow. RootWurx demonstrates it with safe data, tests the review points, and expands only after the first piece is useful.
02 · FAQ
Control stays part of the system.
Can an AI agent use private company knowledge?
Yes. The system can retrieve from approved sources with permissions and citations. Access and actions should match the role of the person asking.
Does the AI make final decisions?
Not where judgment or authority matters. RootWurx designs review points and bounded actions around the actual operating risk.
Start with one client workflow
Where does context get lost?
Send the intake, document, approval, or reporting process your team keeps rebuilding by hand.