Real Projects, Real Results

Case Studies

Every project starts the same way: a team losing hours to manual work they've gotten used to. Here's what changed when we stepped in.

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Most cases include a live, interactive demo built from the real tool we shipped. Click any case study below and scroll to the demo. Click around, filter, enter values. It's the actual working piece, not a screenshot.

CASE 01

AI ToolRIA · 4 advisors · ~200 households · $340M AUMLive Demo

Advisor Morning Brief

A four-advisor RIA running ~22 client meetings a week. Every morning each advisor opens a single URL and finds a one-page brief per meeting on the calendar. Zoom recordings auto-tag to the right client, file themselves into Wealthbox, and index transcript quotes for retrieval. Positions, drift, cash, and RMDs come from the Orion–Schwab feed through a read-only, audit-logged pipeline with account numbers masked to last-4. Ninety minutes of cross-tool prep per advisor became three minutes on one page.

→ 90 min of prep → 3 min of reading

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CASE 02

Morning census tool — 26-bed psychiatric inpatient, proposal view with ED queue and RN capacity meters

MeasurementPsychiatric Inpatient · 26 beds · 2 unitsLive Demo

Morning Admission Queue

A 26-bed psychiatric inpatient facility runs a small morning tool before every 7 AM shift. An overnight integer program solves the admission assignment against the ED queue, respecting every rule the facility already enforces (1:4 acute RN ratio, 5150 holds in acute, single-sex rooms, LPS camera coverage). The charge nurse reads each proposed admission, approves it, or picks a different bed. Monthly utilization moved from a 62% baseline to a 91% six-month average. Same beds, same staff, roughly seventeen more admissions a month.

→ 62% utilization → 91%, same beds, same staff

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CASE 03

Morning retention queue — MIA, payment, occasion, intro, private cards with approvable draft

AutomationBoutique Pilates Group · 3 studios · ~1,400 membersLive Demo

Member Retention Queue

A three-studio boutique Pilates group, ~1,400 members, was running retention off a whiteboard. Members who quietly stopped booking went noticed only when someone remembered. Declined cards got chased in bursts. Birthdays and tenure anniversaries got missed or mass-blasted. We put a morning queue on top of Mindbody, Stripe, and Twilio — it surfaces who needs a touch today and why, and the GM approves, edits, or skips each one. Nothing sends without them. Front-desk follow-up time went from ~22 hrs/wk to a morning coffee's worth.

→ ~22 hrs/wk of scrambled follow-up → one morning queue

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CASE 04

Live budget dashboard for a $21M construction project

Spreadsheet System$21M Construction Project

Cost Tracking Overhaul

A $21M project was being tracked across four linked workbooks that only the original creator understood. New PMs couldn't touch it without breaking something. We consolidated the whole thing into one structured workbook with a live budget dashboard any PM can pick up on day one.

→ Reusable template deployed on every new project

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CASE 05

2024 annual rollup — 18,920 hours across 48 clients, by client and by month

AutomationBoutique CPA · 9 professionals · 48 clientsLive Demo

Time Tracking Rollup

A 9-person boutique CPA firm tracking ~18,900 hours a year across 48 HNW clients was compiling its annual rollup by hand — an afternoon of copy-paste from 247 daily tabs, with the numbers coming out wrong often enough to need a second pass. The rebuild kept the daily-sheet habit and put a live SUMIFS rollup on top: hours by client, hours by month, billable-vs-non split, utilization against firm capacity. No new software.

→ Afternoon-long reconciliation → 5 minutes

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CASE 06

Morning email brief — urgent tab, Garcia settlement counter selected with agent recommendation

AI ToolSolo Attorney · Family Law · Pasadena, CaliforniaLive Demo

Email Triage Brief

A solo family-law attorney was starting every day with 40 unread emails and two hours of manual sorting before she could touch real work. We built a system that runs automatically at 9 AM, auto-sorts the inbox against her matter list and court calendar, and drafts responses tuned to three years of her own sent mail. Morning triage dropped to fifteen minutes.

→ Two hours became fifteen minutes

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CASE 07