How We Build It
From Assessment to Production
Four phases. Eight to ten weeks. Every integration follows the same disciplined process. Your client sees progress at every stage and you have documentation to present at every check-in.
We are born from an agency and made for an agency.
Meet your team of talented and dedicated professionals.
Key partners for opportunities.
Your client’s legacy system is not the problem. The failed migration that cost them $400K and 18 months was the problem. We connect AI capabilities to existing systems — without replacing them. New features, modern interfaces, real-time data. The system stays. The limitations go away.
Every agency has lived this story. Here is why rip-and-replace keeps failing — and what works instead.
A client got a pitch from a consultant: “Your system is too old. Rip it out, move everything to the new platform, and in 18 months you will wonder why you did not do it sooner.” Then 18 months became 24. Data did not migrate cleanly. The new system had different workflows. Reports that took five minutes now took twenty-five. The client paid $400K to be slower than before.
Or it was the internal proposal: “Let us rebuild the whole thing on modern architecture.” Budget doubles. Timeline doubles. By the time it ships, the requirements have changed three times and the person who understood the original system has left.
That is the rip-and-replace fantasy. It haunts every conversation about legacy software because, at some point, every agency has lived it. Legacy integration is the alternative that actually works — connecting new capabilities to existing systems without the risk, the cost, or the downtime.
Legacy system integration is the process of connecting AI capabilities to existing business software without replacing it. The system stays in production. The data stays where it is. AI layers on top — reading, analyzing, and acting on information that has been locked inside outdated interfaces for years.
This is not modernization. Modernization replaces the system. Integration extends it. The business logic your client spent a decade building stays intact. The workflows everyone already knows remain unchanged. AI simply makes the system smarter without forcing anyone to start over.
For agencies, this is a service line with strong margins and low client resistance. No one has to approve a seven-figure platform migration. The pitch is simple: keep what works, add what is missing.
The vendor pitch says “your system is too old.” The reality is different. Your client’s legacy system contains assets that cannot be rebuilt quickly or cheaply. Integration preserves those assets while adding modern capabilities.
Every legacy system has an opening. Some expose APIs. Some require database-level connections. Some need middleware built from scratch. We assess the system first, then choose the method that delivers the fastest path to production with the lowest risk.
Most projects use one or two methods. Complex integrations use three or four. The choice depends on what the legacy system exposes and what the client needs connected.
The system exposes endpoints. We connect AI through them. Send data in, get responses back. Standard, documented, fastest path to production.
Works with: Salesforce, HubSpot, Zendesk, ServiceNow, Freshdesk, Jira
When there is no API, we connect at the database level. Read from the source. Write results back. Requires careful security configuration but opens up systems that have no other entry point.
Works with: MySQL, PostgreSQL, SQL Server, Oracle, AS/400 DB2, MongoDB
The system fires events. We listen. AI processes the event and responds in real time. Event-driven architecture that reacts to what is already happening inside the system.
Works with: Jira, Monday, Asana, Shopify, custom PHP systems with event hooks
When the legacy system is truly closed, we build a middleware layer that sits between the old system and new AI services. The middleware translates both directions — legacy speaks its language, AI speaks its own.
Built with: Node.js, Laravel, Python Flask, Apache Kafka, custom API gateways
For systems with no API, no database access, and no webhook support. Robotic Process Automation mimics user actions on screen while AI handles the decision logic. The last resort — but it works on everything.
Works with: Mainframes, AS/400, terminal-based systems, closed ERP platforms, legacy desktop apps
Integration is the plumbing. These are the capabilities it unlocks. Each one is a sellable service line for your agency — and every one runs on top of the client’s existing system without replacing anything.
Extract data from invoices, contracts, forms, and PDFs. Route documents to the right department automatically. AI reads what humans used to key in manually — with 95%+ accuracy and a human review loop for exceptions.
Your client has 10 years of data locked inside their legacy system. AI turns that into demand forecasts, anomaly detection, churn prediction, and trend analysis. The data was always there — it just needed a brain on top of it.
Replace the clunky search bar in legacy portals with AI-powered semantic search. Users ask questions in plain English instead of building complex query strings or remembering record IDs. Average search time drops by 70%.
AI reads incoming data from emails, forms, and uploaded files. It validates against business rules already coded into the legacy system and enters clean data automatically. Eliminates 60–80% of manual data entry tasks.
Train a chatbot on the information inside the legacy system. Customers get instant answers about their accounts, orders, policies, or cases — without staff pulling reports manually. Works 24/7 without adding headcount.
AI monitors data patterns inside the legacy system and triggers actions automatically: send an alert when inventory drops below threshold, create a support ticket when a customer sentiment score falls, escalate a case when resolution time exceeds SLA.
Agencies lose deals when they pitch the wrong approach. Some clients need full modernization. Most do not. Here is how to tell the difference — and how to size the project correctly every time.
Appropriate when the system is truly end-of-life — vendor has stopped support, the technology stack is unsupported, security vulnerabilities cannot be patched, or the system literally cannot handle the business volume.
Choose this when: The system is a genuine liability, not just “old.” The business can absorb 12–24 months of transition. Budget exceeds $200K. Executive sponsorship is secured.
Appropriate when the system works but lacks modern capabilities. The data is good. The workflows are established. The staff is productive. The client just needs AI, automation, or better reporting on top of what already exists.
Choose this when: The system runs the business reliably. The client wants fast ROI. Budget is $18K–$65K. No appetite for organizational disruption.
| Full Modernization | AI Integration | |
|---|---|---|
| Timeline | 12–24 months | 6–10 weeks |
| Budget | $200K–$1M+ | $18K–$65K |
| Business disruption | High (6–12 months) | None |
| Staff retraining | Required (full team) | Minimal (new features only) |
| Data migration risk | High | None (data stays in place) |
| ROI timeline | 18–36 months | 30–60 days |
| Client approval difficulty | Board-level sign-off | Department-level budget |
If it stores data and the business depends on it, we can connect AI to it. Here are the platforms we integrate with most often — organized by category so you can quickly match your client’s stack.
These are composite examples drawn from actual client engagements. The problems are real. The results are representative of what a properly scoped integration delivers within 90 days of deployment.
Problem: 400+ policy renewals per month processed manually. Staff spent 3 hours per day copying data between the CRM and carrier portals. Error rate on manual entry: 8%. Every error triggered a compliance review.
Solution: Built a middleware API layer between the PHP CRM and carrier systems using Laravel. Added AI-powered document extraction for renewal forms. Automated data validation against policy rules already encoded in the CRM database.
Result: Manual processing time dropped from 3 hours per day to 40 minutes. Error rate dropped to 1.2%. Annual savings: $95K in labor costs. Compliance review triggers dropped 85%.
Problem: Quality inspection reports generated manually from SAP data. 15 inspectors spending 45 minutes per report. Over 200 reports per month. Reports were inconsistent because every inspector formatted them differently.
Solution: Connected SAP quality module via REST API to an AI summarization engine. Auto-generates standardized inspection reports with anomaly flags and trend comparisons. Inspectors review and approve instead of writing from scratch.
Result: Report generation time dropped from 45 minutes to 8 minutes. Inspectors reallocated 120+ hours per month to actual inspection work. Defect detection improved 22% from AI anomaly flagging across historical data.
Problem: Patient support team switching between Zendesk and the EHR system 200+ times per day. Average ticket resolution: 12 minutes. 60% of resolution time spent searching for patient data in a separate system.
Solution: Built a bidirectional integration between Zendesk and the EHR via FHIR-compliant APIs. AI-powered patient context panel surfaces relevant history, medications, and upcoming appointments directly inside the Zendesk sidebar.
Result: Average ticket resolution dropped from 12 minutes to 4.5 minutes. Support capacity increased 35% without hiring. Patient satisfaction scores improved from 3.4 to 4.2 out of 5.
Legacy integration is a high-margin service because most agencies do not offer it yet. The clients who need it are already spending money on manual workarounds. You are replacing cost with capability — and that commands premium pricing.
One legacy system connected to one AI service
2–4 systems connected with a unified AI layer
Full middleware layer, multiple AI services, ongoing optimization
Four phases. Eight to ten weeks. Every integration follows the same disciplined process. Your client sees progress at every stage and you have documentation to present at every check-in.
Two paths. Same outcome: your client sees your brand on every deliverable. We never appear in any client-facing communication, documentation, or system configuration.
You handle the client relationship and scoping. We handle the entire technical integration — from system assessment through deployment. Your client never knows we exist.
Your team handles some components — maybe the client communication or the data mapping. We handle the middleware build, AI configuration, and deployment.
Legacy integration is not a horizontal play. Certain industries have disproportionately more legacy systems, higher switching costs, and stronger regulatory barriers to full modernization. These are the verticals where agencies close the most legacy integration deals.
EHR systems, patient portals, billing platforms, and lab information systems — most built on architectures that predate modern APIs. HIPAA compliance makes rip-and-replace nearly impossible without a multi-year regulatory process. Integration lets providers add AI-powered patient triage, appointment scheduling, and clinical decision support without touching the EHR core. Highest willingness to pay in the market.
Common systems: Epic, Cerner, Allscripts, custom .NET portals, HL7/FHIR interfaces
SAP, Oracle, and custom ERP systems run production floors worldwide. Quality inspection, inventory management, and supply chain logistics are locked inside platforms deployed 10 to 20 years ago. Manufacturers need AI for predictive maintenance, demand forecasting, and automated quality reports — but they cannot afford to shut down a production line for a system migration.
Common systems: SAP S/4HANA, Oracle E-Business Suite, Infor, custom MES platforms
Core banking platforms, insurance policy administration systems, and compliance engines are among the oldest and most deeply embedded software in any industry. Regulatory requirements mean audit trails are tied to the existing system. Replacing it means rebuilding compliance from scratch — a process that can take 18 months before a single new feature ships. Integration adds AI fraud detection, document processing, and customer service automation on top of what already works.
Common systems: FIS, Fiserv, Guidewire, Duck Creek, custom COBOL mainframes
Law firms, accounting practices, and consulting companies run on custom practice management systems built 10 to 15 years ago. Client data, billing history, matter management, and document repositories are locked inside proprietary databases with no modern API. These firms need AI-powered document search, automated time entry, and client intake processing — but migrating to a new platform means risking the loss of years of institutional knowledge.
Common systems: Clio, PracticePanther, custom PHP/ASP.NET systems, Thomson Reuters platforms
Legacy system integration is the process of connecting modern AI capabilities and services to existing business software without replacing the underlying system. The legacy application stays in production. The data stays where it is. New functionality — such as intelligent document processing, predictive analytics, natural language search, or automated workflows — layers on top through APIs, database connections, middleware, or webhook triggers. The goal is to extend what the system can do, not to rebuild it from scratch.
Yes. We use five different integration methods depending on what the system exposes. If there is no API, we can connect at the database level — reading directly from MySQL, PostgreSQL, SQL Server, Oracle, or AS/400 DB2. If database access is also restricted, we build a middleware layer that sits between the legacy system and modern AI services. For completely closed systems with no API and no database access — such as mainframes or terminal-based applications — we use an RPA + AI hybrid approach where robotic process automation mimics user actions while AI handles the decision logic.
Most single-system integration projects take 6 to 10 weeks from initial assessment to production deployment. This includes 1 to 2 weeks for system assessment and scope definition, 2 to 3 weeks for architecture and build, 1 to 2 weeks for testing and validation, and 2 weeks for deployment and stabilization. Multi-system integrations that connect 2 to 4 legacy platforms typically take 10 to 16 weeks. Enterprise-scale projects with middleware layers and multiple AI services can extend to 16 to 24 weeks depending on complexity and compliance requirements.
Costs depend on the number of systems, the integration method required, and the AI capabilities being added. A single-system integration — connecting one legacy platform to one AI service — typically costs agencies $8,000 to $15,000 to deliver, with a recommended client price of $18,000 to $35,000. Multi-system integrations connecting 2 to 4 platforms cost $15,000 to $30,000 to deliver, with client pricing of $35,000 to $65,000. Enterprise integration suites with full middleware layers and multiple AI services range from $30,000 to $50,000 in delivery cost, with client pricing of $65,000 to $120,000 or more. Ongoing maintenance runs $300 to $800 per month.
No. That is the entire point of the integration approach versus full modernization. The legacy system remains in production throughout the project. Users continue working exactly as they do today. AI capabilities are added alongside existing workflows — not in place of them. We test with production data samples during the validation phase and deploy in a way that allows instant rollback if any issue arises. There is no cutover event, no downtime window, and no retraining period.
In most cases, no. API-based integrations, database connections, and webhook triggers do not require access to the legacy system’s source code. We connect to the system through its external interfaces — the same way any authorized application would. The only scenario where source code access becomes relevant is when we need to add webhook event triggers to a custom application that does not currently fire them, or when building a tightly coupled middleware layer for a completely proprietary system. Even then, we only touch the integration points — not the core application logic.
On-premises systems are fully supported. We deploy a lightweight connector agent on the client’s infrastructure that establishes a secure outbound connection to the AI services. All data processing can happen within the client’s network if compliance requires it. For organizations with strict data residency requirements — common in healthcare, finance, and government — we can architect the integration so that sensitive data never leaves the on-premises environment. The AI services process locally and only transmit results, not raw data.
Workflow automation moves data between systems based on predefined rules. If X happens, do Y. Legacy system integration goes further by adding intelligence to the process. AI reads unstructured documents, makes classification decisions, generates summaries, detects anomalies, and triggers actions based on pattern recognition — not just simple conditional logic. Workflow automation handles the plumbing. Legacy integration with AI handles the thinking. In practice, most projects combine both: workflow automation handles the data routing, and AI handles the decisions that used to require a human.
Yes. We have built integrations for healthcare organizations under HIPAA and for financial services companies requiring SOC 2 compliance. Our integration architecture supports encrypted data transmission, role-based access controls, audit logging, and data residency requirements. For HIPAA-regulated projects, we ensure that Protected Health Information is handled in accordance with the Security Rule and that all AI processing meets BAA requirements. For SOC 2 environments, we document all integration points and data flows to support the client’s compliance audits.
After deployment, we monitor the first 500 transactions to ensure everything runs as expected. Performance tuning happens during the first two weeks of production use. We then hand off full documentation — architecture diagrams, API specifications, monitoring dashboards, and runbooks — to your team or your client’s IT department. Ongoing maintenance is available at $300 to $800 per month and includes monitoring, error resolution, AI model updates, and capacity adjustments as usage grows. Most agencies resell this maintenance at $600 to $1,500 per month as a recurring revenue stream.
That system your client complains about every quarter — the one that is too important to replace and too outdated to ignore.
That is the project. AI integration gives it new capabilities without the risk, the timeline, or the budget of a full migration.
Send us the details. We will assess the system, identify the integration points, and scope the project — so you can present your client with a plan that actually gets approved.
"*" indicates required fields
Turn complexity into clarity.
This printed guide makes it easy to say “yes” to more client work—with confidence, structure, and White Label IQ behind you.
Fill out the form to get your printed guide with breakdowns of services, inclusions, and growth opportunities.