We designed and implemented an automated onboarding and internal workflow system for a growing service-based business that was struggling with inconsistent client intake and manual coordination between teams.
The client’s onboarding process relied on emails, spreadsheets, and manual follow-ups, leading to delays, missed steps, and poor visibility across the team.
We built a centralized system that captures new client information, automates onboarding workflows, assigns internal tasks, and tracks progress from intake through project completion.
The system ensured every client moved through a structured process without manual intervention, improving both client experience and internal efficiency.
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We designed an automation system for a law firm to streamline case management from intake through scheduling and client communication.
Previously, the firm relied on manual tracking, increasing the risk of missed deadlines and inefficiencies. We implemented a structured system with automated workflows and notifications.
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We developed a fully automated intake and CRM system for a business brokerage firm to capture, qualify, and route inbound seller leads.
The client had strong traffic but was losing opportunities due to fragmented intake and slow follow-up. We implemented a structured pipeline with automation and AI-assisted lead processing.
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We built a unified dashboard for a boutique fitness and retail business to consolidate data from multiple systems into a single source of truth.
The client was manually tracking performance across separate tools, leading to delayed insights and inconsistent reporting. We designed a centralized data system that integrates membership, retail, and financial data into one interface.