Real work. Real results. Real impact.

A 12-attorney litigation firm was manually transferring new client information from intake forms into Clio, creating tasks in Jira, and sending welcome emails via Gmail. The process was error-prone, slow, and consuming paralegal time that should be focused on casework.

We built an end-to-end automation pipeline: intake form submissions trigger a Google Apps Script workflow that creates the Clio matter, assigns tasks in Jira, sends a personalized Gmail welcome sequence, and logs the new client in a Google Sheets dashboard. The entire process runs in under 60 seconds with zero manual input.

• 45+ hours/week saved on admin tasks
• 100% elimination of manual data entry errors
• Client onboarding time reduced from 2 days to under 1 hour
• Paralegal capacity redirected to billable work

A sales team managed their active deals in Google Sheets for visibility, but Salesforce was the system of record. Reps were updating both tools manually, creating version conflicts and causing managers to pull inaccurate reports.

We built a bi-directional sync using Google Apps Script and the Salesforce REST API. Changes in Sheets propagate to Salesforce within 60 seconds, and Salesforce deal stage updates reflect back in Sheets immediately via webhook. A conflict resolution layer handles simultaneous edits without data loss.

• Eliminated 100% of duplicate data entry
• Real-time pipeline visibility for leadership
• Salesforce data accuracy improved from ~72% to 99%+
• Sales rep satisfaction score increased significantly

A 60-person operations team had 500+ internal documents, SOPs, and policy files spread across Google Drive. New hires and staff spent 2-3 hours per day searching for the right information or waiting for colleagues to respond to questions.

We built a RAG (Retrieval-Augmented Generation) chatbot that indexes all Google Drive documents into a vector database. Staff ask questions in plain English via a web chat interface, and the AI retrieves and synthesizes accurate answers with source citations. Updates to documents are auto-indexed nightly.

• 2.5 hours/day per employee saved on information lookup
• 90% reduction in internal "where is X?" messages
• New hire onboarding time reduced by 40%
• Knowledge gaps identified and documented

An agency was manually reviewing HubSpot form submissions, deciding which rep to assign each lead to based on geography and specialization, then notifying reps via Slack or email. During busy periods, leads would sit unassigned for hours.

We built an automated lead routing system: new HubSpot form submissions trigger a scoring and classification workflow, which assigns the lead to the correct rep based on configurable rules, posts an alert to the right Slack channel, and sends the rep an AI-drafted initial email ready for one-click sending.

• First response time: 8 hours → under 5 minutes
• 100% of leads assigned within 2 minutes
• Lead-to-meeting conversion rate increased by 31%
• Sales manager oversight time reduced by 80%

A mid-size company's operations leader was spending 5 hours every Monday morning pulling data from Salesforce, Jira, Google Sheets, QuickBooks, and two internal systems to build a weekly status report manually in a spreadsheet.

We built a custom web dashboard that connects to all 6 data sources via their APIs and presents unified KPIs, revenue pipeline, project status, team capacity, open issues, and financial metrics, updated every 15 minutes. Leadership sees the full picture on any device in seconds.

• 5 hours/week saved on manual reporting
• Leadership decisions based on real-time vs. stale data
• Identified a 12% billing gap in week one
• Dashboard used daily by entire leadership team

A professional services firm was managing client communications across WhatsApp, Gmail, and Slack without any centralization. Messages were missed, follow-ups were forgotten, and there was no audit trail of client interactions.

We built a unified communication hub: incoming messages from WhatsApp and Gmail are automatically logged to the CRM with AI-generated summaries, routed to the right team channel in Slack, and trigger follow-up reminders if no response is sent within defined SLA windows.

• Zero missed client messages
• Response SLA compliance: 45% → 97%
• Full audit trail of all client interactions
• Client satisfaction scores improved