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Example engagementProfessional services

Client onboarding portal for a professional services firm

A branded portal replaces email threads with a guided checklist, secure uploads, e-signature and automatic account setup.

Days → same daytarget onboarding time

The challenge

New clients are onboarded over email: documents chased one by one, credentials shared in threads, and status known only to whoever is handling the account.

What we built

  1. 1Branded client portal with a step-by-step onboarding checklist
  2. 2Secure document upload and e-signature
  3. 3Accounts and folders created automatically when intake is complete
  4. 4A live status timeline clients can check anytime

What it's designed to change

Designed to turn days of back-and-forth into a same-day, self-serve onboarding experience.

This is an example engagement that illustrates a typical project and target outcomes. It is not a specific client result.

More work

Field operations
Client project

1 platform

for intake, scheduling, status and reporting

One operations platform instead of a dozen spreadsheets

A growing operations team ran on spreadsheets, group texts and email. We built a central platform with AI-assisted intake that gave everyone one live view of the work.

Custom Software · AI & Workflow AutomationRead
Distribution
Example engagement

Weeks → days

target month-end close

AI invoice processing for a finance team

An AI intake agent reads vendor invoices, matches them to purchase orders and posts drafts to accounting, leaving staff to review only the exceptions.

AI & Workflow AutomationRead
Home & commercial services
Example engagement

41 → 97

target mobile performance score

A dated website rebuilt for speed and leads

A ten-year-old site is rebuilt mobile-first, with clear service pages, online booking and local SEO, turning it from a brochure into a lead engine.

Website ModernizationRead

Book a 30-minute strategy call. We'll pinpoint one workflow worth automating, or one page worth rebuilding, and tell you exactly what it would take.

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