Industries most vendors ignore.

The Problem

Limited capacity for client outreach meant missed opportunities to grow the book. The team was stretched thin and couldn't both serve clients and prospect.

What We Built

A custom CRM that surfaces the hottest leads automatically, runs outreach sequences on autopilot, and gives the team a single pipeline view. Built from the ground up around the actual workflow.

What Changed

Pipeline grew systematically without new hires. Outreach runs on autopilot. The team spends their time in meetings, not chasing leads.

The Problem

Client communications, enrollment tracking, scheduling, and lead outreach were scattered across email, texts, spreadsheets, and three disconnected tools.

What We Built

One dashboard that handles client management, recurring-enrollment tracking, follow-up scheduling, and outreach — all tied into a single source of truth. Custom-fit to the business's actual workflow.

What Changed

Operations run from one dashboard. Outreach runs 24/7. Time that used to go into managing software now goes into running the business.

The Problem

Practice management tools were generic, expensive, and cloud-only — concerns about data location and billing fit for a small local practice.

What We Built

A custom dashboard that runs locally, tracks production + employee activity + claims, and fits the practice's real workflow. Data stays on-prem.

What Changed

A single place to track production, employee activity, and claims — built to the practice's exact workflow. Data stays on the office network.

The Problem

Inventory lived in a spreadsheet, an online storefront, and in the store itself, none of them in sync. Staff re-entered every record three times and still got it wrong.

What We Built

Connected inventory dashboard with QR label printing and a live online storefront. One entry drives every channel. When something sells, it de-lists everywhere automatically.

What Changed

Hours of manual data entry removed from every week. Owner sees real-time stock across channels. Staff focus on customers, not spreadsheets.

The Problem

Client intake, matter tracking, document generation, and billing were split across disconnected tools and email. Every new matter meant significant manual setup.

What We Built

Built a client intake and matter management system with automated document generation, deadline tracking, and billing summaries, scoped to how the firm actually practices.

What Changed

New matter setup time cut dramatically. Attorneys spend more time on cases, less on admin. Built to the firm's data-handling rules — matter data stays inside the controls the firm already runs.

The Problem

Appointment reminders, recall campaigns, and post-treatment follow-ups were manual. Work fell through the cracks between visits, and the front desk was stuck on the phone.

What We Built

Built automated patient communication workflows: reminders, recall notices, post-treatment follow-ups. All personalized per patient, running without staff input.

What Changed

No-shows dropped. Recall runs on autopilot. Front desk focuses on patients in the office, not chasing ones who aren't.