Stonegate Legal was overwhelmed by manual client onboarding, slow retainer delivery, and tracking signatures across emails—leading to delays and missed revenue.

We built an end-to-end intake automation: from CRM updates to retainer generation, digital signatures, and payment reminders—all triggered instantly. This gave their team back hours each week and improved close rates.

This contractor struggled with inconsistent lead generation, slow follow-up, and a disjointed tech stack. Their team was overwhelmed handling homeowner inquiries, and ServiceTitan alone wasn’t solving their workflow issues.

We implemented a Zillow scraping bot to identify new homeowners and automatically send them branded gifts with a booking QR code. On top of that, we developed an AI chatbot that integrates with ServiceTitan to handle scheduling and inquiries—automating outreach and freeing up their team. The result: 17 new homeowner clients per month and a fully connected system.

JLL brokers were losing deals due to delays in contract prep. Each agreement had to be written manually, eating up valuable time and introducing human error.

We automated the contract creation process. Brokers now generate agreements from a single form—populated with client data and sent out for e-signature instantly. Deal velocity increased while admin time dropped.

Cleverly was paying for a full-time VA team to handle onboarding, data entry, and report delivery. The workload was growing, but errors and delays were increasing.

We replaced their VA-driven processes with automations for onboarding, CRM updates, and performance reporting. This cut costs, boosted accuracy, and scaled operations without the overhead.

Solid Construction had grown quickly but was operating with siloed systems across sales, production, estimating, and finance. Manual data entry, inconsistent processes, and lack of visibility were costing time and money across all departments.

We rebuilt their operational foundation by implementing JobTread for project management, syncing QuickBooks for financial tracking, and creating custom automations using Zapier. Each department received tailored SOPs, automated workflows, and KPI dashboards—allowing the company to scale smoothly, cut admin overhead, and unify all internal systems under one workflow.