Real projects. Measured results.

Situation

A 40-person professional services firm with five disconnected tools for client management. Enquiries arrived via email, phone, and web form. Proposals were built in Word, invoices sent from a separate accounting tool, and follow-ups tracked in spreadsheets.

Problem

Staff spent 8-12 hours per week on data entry and handoffs. Client onboarding took 3-5 days. Follow-ups were inconsistent, and the firm estimated they lost 15-20% of warm leads to slow response times.

What we built

1. 1Mapped the full client lifecycle from first enquiry to final invoice
2. 2Simplified the intake process from 4 steps to 1 smart form
3. 3Built automated triage that classified and routed new enquiries
4. 4Connected CRM to proposal tool to accounting software
5. 5Set up automated follow-up sequences at each stage
6. 6Documented every automation with monitoring and alerts

Situation

A 25-person advisory firm where junior staff regularly interrupted senior partners to ask about internal policies, past project approaches, and compliance requirements. Knowledge was scattered across shared drives, emails, and individual memories.

Problem

Senior partners estimated 6-8 hours per week spent answering repetitive internal questions. Junior staff waited hours for answers, slowing project delivery. Inconsistent advice was occasionally given because different partners remembered different precedents.

What we built

1. 1Audited and organised key knowledge sources (policies, templates, past work)
2. 2Built an internal AI assistant trained on approved company knowledge
3. 3Implemented safety guardrails (no external data, confidence scoring, escalation triggers)
4. 4Tested with a pilot team for 2 weeks
5. 5Rolled out with training sessions and a feedback loop

Situation

A growing trades business (18 staff) receiving enquiries from their website, phone, Facebook, and word-of-mouth referrals. Leads were tracked in the owner's phone and a shared notebook. No consistent follow-up process existed.

Problem

The owner estimated 30-40% of enquiries received no callback within 24 hours. Quoting was slow (2-3 days average). Repeat customers had no systematic re-engagement. Revenue was being left on the table.

What we built

1. 1Centralised all enquiry sources into a single intake pipeline
2. 2Built automatic acknowledgement messages for every new enquiry
3. 3Created a callback scheduling system with reminders
4. 4Connected quoting to job management for faster turnaround
5. 5Set up automated follow-up sequences for unconverted quotes
6. 6Implemented reactivation campaigns for past customers