The back-office OS that finishes the job
Catena does not stop at intake. It turns calls, emails, texts, abandoned forms, scribbled notes, unsigned agreements, missing documents, and billing follow-up into durable operational truth.
Then governed AI workers move the work forward safely while recovering leads, scheduling consults, collecting documents, preparing billing actions, and escalating judgment-sensitive decisions before risk enters the business.
01
Recovered leads
Refused calls, abandoned forms, and partial intake become recoverable demand - not lost data.
02
Schedule consults and appointments
Qualified demand moves into booked, confirmed conversion events.
03
Collected documents
Required artifacts are tracked, requested, received, or escalated — not silently stalled.
ABOUT US
Catena turns back-office noise into operational truth.
We are building Catena because the modern service-business back office is broken.
Not visibly broken. Quietly broken.
The client who called but never got a callback. The consult that never got scheduled. The document that never got collected. The agreement that sat unsigned. The work that got done but never became an invoice. The overdue payment no one had time to chase.
Most software records activity after the fact. Catena is built to move outcomes while the work is still alive.
Catena turns calls, emails, notes, forms, documents, calendars, billing signals, and follow-ups into durable operational truth. From that truth, the system identifies the business outcome at stake and dispatches governed AI workers to move it forward safely.
Every action should have context. Every agent should have permission. Every external step should produce proof. Every sensitive decision should escalate to a human.
Our mission is to build the trusted execution layer for service businesses, from first contact to collected revenue.
Catena gives teams a back office that remembers, acts, proves what happened, and shows exactly where the business is moving or leaking.
Most AI tools answer questions. Catena runs the back office.
Catena is the execution layer for the service-business back office.
Catena is not a phone bot. Not a CRM. Not a task tracker. Not a workflow tool. Not a generic AI agent framework. It does not replace every system. It integrates with phones, calendars, CRMs, documents, billing, and payments. It owns what they cannot: the truth about what should happen, whether it is allowed, and whether it moved.
01
What Catena Moved
Recovered leads, scheduled consults, collected documents, signed agreements, prepared invoiceable value, and completed safe follow-ups.
02
What is Blocked
By eliminating delays and missed consults, we speed up the entire revenue cycle from first contact to retainer payment.
03
What Needs Judgement
Retainer requests, billing approvals, payment links, disputes, trust-sensitive actions, and exceptions.
04
Where revenue is leaking
Qualified leads stuck before scheduling, signed clients blocked by missing documents, completed work waiting on acceptance, and overdue invoices needing follow-up.
Powering Your Firm’s Growth, One Intake at a Time
Seamless Intake Flow
Every new inquiry moves smoothly from first contact to confirmed consult. No missed calls, no retyping; just clients on your calendar.
Built-in Trust & Compliance
Every interaction is logged, timestamped, and compliant with your firm’s policies, giving you an auditable trail that earns client confidence and protects your reputation.
Freedom to Practice
Prime Elixir handles intake details: follow-ups, scheduling, rebooks so you and your staff can stay focused on clients, not coordination.