The businesses we work with, and what we built for them.
Most of our work is with a handful of long-term partners. Some use us for staff, some for software or marketing, and some for all three. Below are our partners, followed by every project in our portfolio.
Long-term partners
Each partner page shows the team we provide, the systems we built and the results.
East End Installers
We staff their customer service and office work, and run the software their operation depends on.
See what we do for them
21 Property Group
We built the 16 portals and dashboards their sales, closings, leadership and hiring teams work in every day, most of them inside their CRM.
See what we do for them
Qosmos
We build and run the websites, marketing and course systems for Qosmos and its brands, and staff their student support.
Novus Legal Solutions
We built their website and act as their development team, delivering dashboards, migrations and automation for the law firms they serve.
See what we do for themEvery project in our portfolio
Filter our case studies by industry, type of work, or technology. Projects for other clients are described without naming them.
All examples
Automated Online CDL Course Platform
A Kajabi training platform for Commercial Driver Training Institute, with automated onboarding, progress tracking, reminders and FMCSA certification submission.
Read case study →Automated Lead Qualification via LinkedIn & Apollo
High-intent lead pipeline using LinkedIn Ads signals, Apollo enrichment, HubSpot CRM, and automated outreach.
Read case study →Confirmation Call Automation (Phase 1 of Service Management Platform)
Zapier automation to eliminate daily confirmation-call workload as a precursor to a full platform.
Read case study →Service Management Platform — End-to-End Work Order & Messaging System
Cloud-native platform to handle CSV ingestion, calendars, notifications, document sync, and technician workflows.
Read case study →Odoo Integration & Workflow Automation
Unified hub connecting Odoo with JobNimbus, SumoQuote, DocuSign, Slack, QuickBooks, Sheets and more.
Read case study →Dynamic Form Builder — Custom Drag-and-Drop Form Platform
GoCanvas replacement with robust field types, validation, file uploads, PDF generation, and integrations.
Read case study →Website Enhancements & GMB Site Development
Modernized WordPress presence and launched location-targeted GMB sites to boost local SEO and capture leads.
Read case study →LiveChat & Apple Business Messages Integration
Apple-compliant messaging with multiple entry points and structured flows for iOS users.
Read case study →Custom Solar Measurement Tool Replacement (Aurora API Integration)
Automated, branded roof-measurement reports with instant updates across ops systems.
Read case study →Insurance Bond Platform — Advanced Web Scraping
Reliable extraction of complex form field metadata from an anti-bot protected site.
Read case study →AI Bond Specialist Chatbot
24/7 assistant recommending surety bonds using a curated knowledge base and rules.
Read case study →Automated WooCommerce Product Catalog
Programmatically generated bond products with dynamic tags, categories, pricing, and visual badges.
Read case study →Automated Blogging & SEO from Chatbot Conversations
Transforms chatbot conversations into unique blog drafts with Firebase-backed duplicate prevention.
Read case study →ClickUp & Make.com Workflow Automations
Guardrails, data flows, and task intelligence across ClickUp and external systems.
Read case study →Reusable Google Cloud Functions (Micro-services)
Serverless utilities to extend automation platforms with advanced validation and processing.
Read case study →AI Transcript vs Script Analysis
NLP-powered comparison to highlight insertions, deletions, substitutions—with word-level timing.
Read case study →AI Data Assistant for Advertising Analytics
Conversational analytics using semantic retrieval, RAG, and automated data refresh pipelines.
Read case study →AI Video Generation Platform — Automated Video Creation
End-to-end script-to-video generation with AI visuals, dynamic captions, and voiceovers.
Read case study →CRM Migration and Contract Automation for a Real Estate Investment Firm
Moved a busy acquisitions and sales team to a new CRM without losing contracts, contacts or reporting, and made agreements send and file themselves.
Read case study →Sales KPI Dashboard and Daily Deal Sync-Up Portal
A live KPI dashboard and structured daily check-ins that show leadership exactly where every acquisition and sales agent stands.
Read case study →Lead List Cleanup and Property Data Enrichment
An automated pipeline that cleans incoming lead lists, fills in missing property facts, and delivers prioritized call lists to the call team.
Read case study →Call Recording Analytics and Agent Coaching
Automatic transcription, grading and reporting for a home improvement company's service and sales calls.
Read case study →Installer Labor Billing Workflow
A review-and-approve workflow that turns installation jobs into verified labor bills, PDFs and accounting records.
Read case study →Field Operations Monitors for Dispatch, Backorders and Surveys
A set of small automations that watch daily operations and alert the right person before a customer is let down.
Read case study →Deal Management Portal for an Auto Brokerage
A deal ledger inside the CRM that tracks settlement, documents and commissions for every vehicle deal.
Read case study →AI Claims Intake and Proposal Autofill for a Motor Insurer
An intake system that reads claim and proposal emails, extracts the facts, and prepares cases and forms for a handler to review.
Read case study →Roof-Age Lead Generation Across Multiple Counties
A property data pipeline that finds homes likely to need a new roof and delivers verified lists to sales teams.
Read case study →Customer Support CRM and AI Assistant for an E-commerce Brand
A shared support inbox and AI assistant connected to payments, shipping and email, so agents answer order questions in one place.
Read case study →Practice Management Dashboards and Migrations for Law Firms
KPI, marketing and financial dashboards, data migrations, and integrations delivered for several law firms through a legal-operations consultancy.
Read case study →Story Submission Intake Agent for a Media Team
An AI agent that reads story submissions from email, ranks them, and moves promising ones into the team's production pipeline.
Read case study →Bilingual Intake Chatbot for a Visa Services Firm
A chat-first intake that guides applicants through tourist visa questions in English or Spanish and hands qualified cases to staff.
Read case study →Scheduling and Field Service Platform for an Installation Company
The company's own platform for scheduling, customer communication, field reports and office review, replacing several disconnected tools.
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