Case Studies

The Problem

A growing agency was manually tracking 50+ leads across spreadsheets, email, and text messages. Deals were falling through the cracks, and follow-ups were inconsistent.

The Solution

We built a hybrid AI + automation system that ingests leads from multiple sources, scores them using AI, and auto-routes them through a Kanban pipeline with automated follow-up sequences.

Results

• 15+ hours saved per week on manual data entry
• 40% increase in deal conversion rate
• Zero missed follow-ups in the first 90 days
• Full visibility across the team via shared dashboard

The Problem

A services company was spending 2-3 hours per application reviewing client documents, verifying references, and cross-checking data manually.

The Solution

We deployed an AI document analysis pipeline that extracts key data from applications and supporting documents, then generates a risk score with flagged items for human review.

Results

• Document review time reduced from 2.5 hours to 15 minutes
• Consistent scoring criteria across all clients
• 98% accuracy on document data extraction
• Faster client onboarding, reducing time-to-value

The Problem

A consulting firm with 3 active engagements was spending an entire weekend each month preparing client reports — pulling data from multiple systems, formatting spreadsheets, and emailing PDFs.

The Solution

We built an automation that pulls data from project management and analytics APIs, generates branded PDF reports with charts, and distributes them to clients via email with a secure portal link.

Results

• Monthly reporting reduced from 16 hours to 30 minutes
• Clients get reports on the 5th of every month, consistently
• Branded portal where clients can view all historical reports
• Improved client satisfaction and retention