Case 01
Unified Client Data & AI-Powered Session Prep
US consumer wellness platform · 3 months
85%less session prep, 15 minutes to under 2 · 8+ data sources unified
Where it stands
In production- 85%less session-prep time
- 8+data sources unified into one client view
- 3,000+active users on food scoring
The challenge
A wellness platform connects members with therapists, nutritionists, and coaches, while capturing health and behavioral data across appointments, questionnaires, surveys, food logs, wearables, ECG, and CGM. That data lived across disconnected systems, forcing coaches to reconstruct context before every session and repeatedly ask for information the platform already had.
What we built
03 parts- 01
Unified health-data layer
Connected structured and unstructured sources (relational tables, JSON, PDFs, images, food logs, and wearable data) into a single retrievable client context.
- 02
Multi-agent pre-appointment context system
Built an agentic retrieval system that decides which source to query, and in what order, to generate a clinician-facing brief before each appointment.
- 03
AI food-scoring workflow
Added a production workflow that evaluates food intake and images to generate personalized nutrition scoring for users.
The results
- Session-prep time reduced from roughly 15 minutes to under 2 minutes.
- 8+ data sources unified into a single client view.
- 3,000+ users actively using food scoring, with usage continuing to grow.
Working on a similar data or AI-agent problem?
Scope yours in a 30-minute call48-hour reply
Let's build something that actually works.
Tell us where you are and what you need. We’ll come back with a clear, honest plan within 48 hours.