For freight forwarders and customs brokers
Your operators stop re-keying what software can read.
We help independent forwarders and customs brokers turn quote requests and shipping documents into draft quotes and jobs in the TMS. A person approves every one.
Where we start
One inbox. Quote requests first.
A good fit if you have 15 to 150 staff, steady air or ocean volume, and CargoWise or another established TMS.
What the desk does
- Reads quote requests and their attachments
- Extracts origin, destination, weight, dimensions, mode and Incoterms
- Asks the customer for anything that is missing
- Prepares a draft quote from your rates and rules
- Places it in your TMS or CRM for approval
What stays with your team
- Approving and sending every quote
- Pricing rules and margins
- Customs classification and declarations
- Exceptions and unusual cargo
- The decision to let it write to your TMS
An example
From a one-line email to a draft quote.
The operator checks the draft and sends it. Nothing is typed twice.
Five questions we will ask you.
You do not need to prepare. If any of these is hard to answer, that is usually where the opportunity is.
- How many quote requests arrive each day, and how many get an answer?
- How long does one quote take to prepare?
- Which documents does your team re-key into the TMS?
- How many shared inboxes does operations work from?
- Who matches carrier invoices to jobs, and how?
What we look at together
Two weeks of quote requests tells most of the story.
- Quote requests a day, and the share that get quoted
- Minutes per quote, and time to respond
- Jobs created a day, and minutes per job
- The fields most often missing or mistyped
- Carrier invoice exceptions
- Your TMS, inboxes and rate sources
Want to start smaller? Send us 20 anonymised quote requests or booking emails and we will show you how much data entry could be removed without changing your TMS. Ask on your discovery call.
Where it can go next.
Once quoting is working and measured, the same approach moves down the shipment.
Job creation from documents
Booking confirmations, commercial invoices, packing lists and bills of lading turned into draft jobs, checked before they are saved.
Carrier invoice matching
Invoices matched against the job and the agreed rate. Only the exceptions reach a person, each with the reason.
Customs file preparation
Documents gathered and fields prepared for your declarant. A person reviews and files every declaration.
How we keep it safe.
Connecting AI to a TMS is the hard part. We treat it that way.
Shadow mode first
The workflow runs alongside your team and its drafts are compared with what operators entered, before it writes anything to your TMS.
A person approves
Every quote and every job is checked by an operator. Fields the workflow is unsure of are flagged, not guessed.
Honest about fit
If an off-the-shelf product would solve your problem for less, we will say so. We fit where the work crosses several systems.