A people + AI partner for growing businesses
Keep work moving and free up your team to focus on growth.
Scale capacity without the cost of building everything in-house.
Support and ops work pile up as you grow
From home services and SaaS to insurance, dental, and legal, customer questions, follow-up, and admin outpace the team. The best operators build leverage.
Home Services
Missed calls and slow estimate follow-up lose jobs while techs are on site. Local admin coverage is expensive and hard to staff after hours.
Real Estate
Portal leads go cold, CRM stages go stale, and listing admin piles up while agents are in appointments.
Insurance
Licensed producers spend hours chasing quotes, renewals, and carrier paperwork instead of selling and advising clients.
Automotive
Sales and service phones go unanswered during rushes, and CRM follow-up falls behind while bays and desks stay busy.
Construction
Bids go out late and projects run on scattered emails, so contractors lose jobs and burn margin on rework instead of building.
Dental
Recall lists fall behind, new patient calls go unanswered, and billing follow-up stalls while chairs sit empty across the group.
Legal
Intake calls go unanswered, case files fall behind, and attorneys spend billable hours on admin instead of practicing law.
SaaS
Trials go cold, support queues pull engineers off roadmap, and renewals slip because retention work has no owner.
Every unanswered customer, dropped follow-up, or task nobody owns slows growth and drains the team you already have.
The next generation of outsourcing
Built for operators who need real leverage: faster capacity, cleaner execution, and less drag on the team you already have.
Old model
Call-center farms built for volume
Our way
Plug-in departments built for your functions
Old model
One rigid playbook for every client
Our way
Roles designed around your tools, workflows, and brand
Old model
Talk-time metrics and rigid scripts
Our way
Outcome SLAs tied to bookings, tickets, and cash flow
Old model
Labor arbitrage with AI bolted on later
Our way
AI-enabled workflows from day one, not a pitch-deck add-on
Plug-in teams for every business function
Stop buying task lists. Plug in dedicated teams across customer, revenue, operations, back office, finance, marketing, and talent.
Customer Operations
Deliver exceptional customer experiences.
- Customer Support
- Customer Success
- Call Answering
- Live Chat Support
- SMS Support
- Appointment Setting
- +6 more capabilities
Revenue Operations
Convert more leads into customers.
- Sales Support
- Lead Qualification
- Inside Sales
- Outbound Prospecting
- Quote Follow-up
- CRM Management
- +6 more capabilities
Business Operations
Keep your day-to-day running efficiently.
- Operations Support
- Administrative Support
- Executive Assistants
- Project Coordination
- Calendar Management
- Documentation
- +6 more capabilities
Back Office
Handle the administrative work behind the scenes.
- Data Entry
- Billing
- Order Processing
- Compliance Support
- Document Management
- Records Management
- +6 more capabilities
Finance & Accounting
Keep your financial operations organized.
- Bookkeeping
- Accounts Payable
- Accounts Receivable
- Invoice Processing
- Expense Tracking
- Payroll Support
- +5 more capabilities
Marketing Operations
Scale your marketing execution.
- Social Media Management
- Community Management
- Influencer Outreach
- CRM/Email Marketing Support
- Content Repurposing
- Marketing Coordination
- +7 more capabilities
Talent Operations
Build and support your growing team.
- Recruiting Coordination
- Candidate Sourcing
- Resume Screening
- Interview Scheduling
- Reference Checks
- HR Administration
- +7 more capabilities
Every Northlane team is AI-enabled from day one
We provide the software that powers every engagement, so your team has the tools to work faster, stay organized, and keep execution consistent.
Client portal
A shared workspace to track work, updates, and team activity in one place.
Live reporting
Real-time visibility into performance, output, and progress without chasing updates.
AI automations
Background automations that handle repetitive steps so your team stays focused on work that needs people.
Workflow builder
Build and refine the exact processes your team follows, without starting from scratch every time.
Task management
Assign, track, and close work in one place so nothing stalls waiting on someone to remember it.
Team collaboration
Keep your team and Northlane aligned with shared context, updates, and handoffs in real time.
Knowledge base
Scripts, answers, and brand standards your team can use from day one.
SOP management
Documented processes that keep work consistent as your team scales.
Analytics
Insights that show what's working so you can improve execution over time.
Track everything your team is doing, in one place
Real-time visibility into tickets, activity, and billing.
Solutions built for your industry
Dedicated support for home services, SaaS, insurance, real estate, automotive, construction, dental, and legal. Explore the playbook for your industry.
Never miss another lead.
- Call answering
- AI lead follow-through
- Appointment scheduling
- Estimate follow-up
- CRM updates
- Customer support
Convert more leads without living in the CRM.
- Lead follow-up & conversion
- Outbound prospecting / ISA
- Seller listing appointments
- Showing feedback & offer follow-up
- Open house lead conversion
- Transaction coordination
Bind more policies without drowning in paperwork.
- Lead & quote follow-up
- Policy processing
- Renewals & retention
- CRM & AMS updates
- COIs & servicing
- AI lead response
Sell and service more cars without missing a lead.
- Lead follow-up & BDC
- Call & text answering
- Service scheduling
- Estimate follow-up
- CRM & DMS management
- AI receptionist
Win more bids without drowning in admin.
- Estimating & takeoff support
- Bid & proposal coordination
- Project coordination
- Scheduling & subs
- AP/AR & billing
- AI estimating & follow-up
Fill chairs and recover revenue without hiring at every office.
- Patient scheduling & access
- Hygiene recall outreach
- Insurance verification
- Patient intake
- Billing & AR follow-up
- PMS updates
Sign more cases without drowning in admin.
- Client intake & lead conversion
- Client communication & updates
- Case management support
- Document prep & filing
- Billing & collections follow-up
- CRM & practice management
Stop losing trials to slow ops.
- Demo booking & lead qualification
- Customer support coverage
- Onboarding coordination
- Retention & renewal follow-up
- CRM & lifecycle hygiene
- Billing & collections support
Built to replace the call-center tradeoff
Dedicated people for judgment and relationships. AI and the right tools for speed, consistency, and follow-through.
- Plug-in teams for every business function, not a shared task queue
- Bilingual talent aligned to your hours and workflows
- Embedded in your tools and systems from day one
- Onboarding, QA, and account management handled by Northlane
- More capacity and cleaner execution at a fraction of in-house cost
From kickoff to full operations
A proven onboarding process built around your workflows, tools, and standards.
Discovery & role design
We dig into your brand, goals, and day-to-day workflows, then map out the exact role and scope your business needs.
Talent matching
We match you with a vetted specialist for the role, then align on tools, scripts, hours, and success metrics before kickoff.
Training & alignment
Your dedicated specialist learns your tools, scripts, and standards so the work stays accurate, consistent, and on-brand.
Launch & scale
We go live with hands-on support, fine-tune as we go, and add team members as your volume grows.
Frequently asked questions
The details businesses ask us most before getting started.
Ready for outsourcing that actually scales with you?
Tell us what you need covered and we'll map the right role, ramp plan, and pricing for your business.