Operations Intelligence and Compliance Execution Engine
Eliminate 80% of Back-Office Admin Drag. Launch Your 25-Agent Workforce in 3 Clicks.
Rescue your team from manual paperwork and administrative burnout. Levi automates policy research, grant proposal drafting, Form 990 analysis, and CRM synchronization, bounded to your official data with zero coding or prompt engineering.
Prompt: Draft section three of our $250k community grant using 2025 Form 990 and policy handbook.
Levi: Parsing Foundation Vault. Draft generated. Compliance audit passed with policy match at 100%.
80%
Administrative Drag Deflected
Routine policy research, document parsing, and CRM data entry are offloaded from core staff.
10-20 Hours/Wk
Capacity Reclaimed / Staff
Levi helps Accidental CEOs and Tech Mules get back to mission work instead of admin triage.
$324.09
Value Reclaimed / Cycle
Average direct labor value recovered per onboarded engagement cycle with governed automation.
Core Capabilities
The autonomous back-office stack for speed, trust, and compliance.
Zero-Hallucination Foundation Vault
Bounds retrieval and generation to your official Form 990s, annual reports, and policy handbooks.
Prevents open-internet drift while keeping every output aligned to your approved organizational truth.
25-Agent Background Ecosystem
A specialized autonomous network runs intake routing, volunteer continuity, compliance checks, and stewardship operations in parallel.
High-frequency work gets executed continuously behind the scenes without manual coordination bottlenecks.
Safety Sentinel Triage and PR Shield
Real-time sentiment and risk analysis can halt unsafe flows, route human escalation, and deflect media or political baiting.
Protects brand trust while preserving compassionate communication under pressure.
Grant Drafting and CRM Sync Automation
Levi assembles policy-bounded grant drafts, executive summaries, and sync-ready updates for Salesforce, Virtuous, and Blackbaud.
Compliance-ready artifacts and clean records are generated without repetitive staff copy-and-paste.
Deep Engine Architecture
Powered by 25 specialized background agents.
Grace and Levi lead user-facing workflows while orchestration agents execute ingestion, routing, governance, and continuity in the background.
Category 1: Front-Office and Support
Progressive intake, multilingual conversion, and check-in continuity are coordinated automatically.
- Intake Screener
- Language Translator
- Event RSVP Scheduler
- Lobby Check-In Router
- Sentiment Sentinel
Autonomous function: Executes three-tap intake, synchronizes event flows, and surfaces emotional-risk signals before handoff is needed.
Category 2: Logistics and Volunteer Operations
Volunteer coverage, compliance tokenization, and post-shift retention loops run with minimal staff intervention.
- Shift Backfill Dispatcher
- Background Check Tokenizer
- Legal Waiver Inspector
- Superpower Skill Mapper
- Post-Shift NPS Listener
Autonomous function: Queries backups in real time, validates legal integrity, and keeps workforce continuity stable through cancellations.
Category 3: Stewardship and Revenue Acceleration
Matching gifts, dormant reactivation, and failed payment recovery are orchestrated as one relationship loop.
- Matching Gift Miner
- Major Gift Prospector
- Failed Payment Recoverer
- Dormant Donor Reactivator
- Impact Story Generator
Autonomous function: Finds hidden revenue opportunities and converts receipts into retention-forward stewardship storytelling.
Category 4: Back-Office and Compliance (Levi Core)
Policy assets are transformed into reliable grant, briefing, and synchronization workflows.
- Vault Ingestion Engine
- PR and Media Shield
- Grant Proposal Drafter
- CRM Sync Engine
- Staff Briefing Summarizer
Autonomous function: Creates compliance-aware deliverables and escalates sensitive threads to leadership automatically.
Category 5: Security, Vault, and Governance
Encryption, anti-hallucination controls, and audit traceability reinforce enterprise trust boundaries.
- PII Encryption Vault
- Guardrail Level Tuner
- Anti-Hallucination Monitor
- Audit Log Registrar
- RAG Retrieval Prioritizer
Autonomous function: Applies AES-256 sandboxing, guardrail enforcement, and retrieval prioritization so approved sources win over open internet noise.
Vault and Safety Architecture
Truth-bounded execution with enterprise risk controls.
Foundation Vault (Truth and Compliance Layer)
- Zero-trust RAG architecture with bounded retrieval
- AES-256 sandboxing for sensitive PII and donor data
- Digital DNA alignment to approved voice and policy
- Audit log registrar for traceable enterprise governance
Official documents override open-internet context so every response remains organization-specific and auditable.
Safety Sentinel and Empathy Engine (Risk and Escalation Layer)
- Real-time sentiment analysis with crisis-intent routing
- Level-3 media and political baiting shield
- Anti-hallucination monitoring with guardrail fallback
- Human escalation pathways for high-risk scenarios
If acute distress is detected, automated flows pause and escalation protocols activate immediately with hotline-ready and human-routed support.
How It Works
Launch in 3 clicks with zero code and no prompting.
Click 1
Select Persona
Choose Back-Office Operations (Levi Engine) from your roster, preconfigured for administrative automation and compliance execution.
Click 2
Sync Vault
Drag and drop Form 990s, policy handbooks, annual reports, and grant templates. Levi indexes your Digital DNA in seconds.
Click 3
Activate and Sync
Toggle Safety Sentinel and PR Shield, connect CRM via OAuth, then launch your autonomous back-office workforce.
Direct Pain Relief
Targeted operational relief across executive and delivery teams.
Executive Director / Senior Pastor
Pain point: Accidental CEO overload across HR, compliance, and reporting fire drills.
Levi auto-generates policy-bounded briefings and response-ready summaries from official records.
Operations Manager / Gatekeeper
Pain point: Death by 1,000 repetitive questions and manual CRM transcription drag.
Document parsing and CRM synchronization run continuously so manual backfill work is minimized.
Program Director / Caseworker
Pain point: Tech Mule syndrome with disproportionate time spent drafting grant artifacts.
Grant sections and compliance checks are generated in minutes using approved organizational context.
Board Trustee / Fiduciary
Pain point: Reputational fear tied to hallucinations, governance drift, and potential data exposure.
Zero-trust vaulting, AES-256 isolation, and Level-3 guardrails create auditable, bounded operations.
Pricing Architecture
Freemium Seed for immediate activation, enterprise scale for system growth.
Freemium Seed Tier
$0 to Launch
Deploy in live environments with validated back-office workflows.
- Live document ingestion and parsing
- Basic policy and Vault grounding
- No credit card required
Enterprise Growth Plan
Custom Operations and Governance Plan
Scale across chapters and departments with advanced orchestration controls.
- Automated grant proposal drafting
- Deep Salesforce, Virtuous, and Blackbaud sync
- Safety Sentinel and Level-3 PR guardrails
Ready to eliminate administrative drag and reclaim your bandwidth?
Protect your team's Joy Capital, automate compliance, and scale mission execution without governance compromise.
Start Your Free Trial - Launch in 3 ClicksNo credit card required - Instant Freemium Seed access - Cancel anytime.
Execution and Pacing Cadence
Three triggers keep operations synchronized across the lifecycle.
Trigger 1: Inbound Gift or Inquiry
- Instant grounded response from approved vault documents
- Adaptive one-tap follow-up path based on role and intent
- Automated summary logging for staff visibility
Trigger 2: Failed Payment or Workflow Exception
- T+1 hour friendly SMS or email recovery alert
- T+3 day contextual follow-up with non-aggressive language
- T+7 day one-tap update link and routed escalation if unresolved
Trigger 3: Dormancy (90 Days)
- Automated impact summary and engagement nudge
- One-tap reactivation route for volunteers, donors, or prospects
- Executive digest captures trend-level dormant segments
May 3.0 Pro-Tip
Enable the automated executive digest loop at 5:00 PM daily.
Levi can aggregate visitor, volunteer, and donor signals handled across front-office agents, then deliver a concise one-page leadership digest with sentiment trends and operational bottlenecks. Leadership stays informed without combing through chat logs.