Real businesses.
Real results.

We don't do vanity metrics. Every case study shows the actual problem, what we built, and the measurable outcome — nothing made up.

Case Study
CPA Firm

How a CPA Firm Eliminated 12 Hours of Weekly Manual Intake Work

A multi-partner CPA practice was drowning in new client intake — PDFs, back-and-forth emails, manual data entry into their practice management software. Every new client took 2–3 hours of admin time before work could even begin.

12h
weekly admin saved
3 days
faster onboarding
0
data entry errors
"We used to spend the first week of tax season just catching up on intake. Now new clients are fully onboarded the same day they sign — and our team didn't have to do anything."
— Managing Partner, CPA Firm (Colorado)
AI Agents Workflow Automation CRM Integration
Case Study
Law Firm

AI Intake System Helped a Law Firm Respond to Leads in Under 2 Minutes

A personal injury law firm was losing cases to competitors who called prospects first. Their intake process relied on a paralegal manually checking a form inbox — leads that came in at 6pm didn't get a response until 9am the next morning.

<2min
avg lead response time
31%
more consultations booked
24/7
intake coverage
"Speed to lead is everything in PI law. We went from calling back the next morning to responding in 90 seconds — and our consultation bookings went up by almost a third."
— Managing Attorney, Personal Injury Firm
AI Front Desk AI Agents Lead Automation
Case Study
Plumbing & HVAC

New Website + AI Front Desk Generated 18 New Service Calls in the First Month

A local plumbing company had a five-year-old website that wasn't mobile-optimized and converted almost no visitors. Calls came in only during business hours. After-hours voicemails sat until morning — often the lead had already called someone else.

18
new service calls, month 1
340%
more mobile form submits
9
after-hours leads captured
"I'd wake up and there'd already be two or three people who'd chatted with the bot overnight and left their number. Used to be I'd lose those leads entirely."
— Owner, Residential Plumbing Company
Website Build AI Front Desk Lead Capture
Case Study
Professional Services

5 Workflow Automations Cut Client Onboarding From 3 Days to 4 Hours

A consulting firm onboarded 8–12 new clients per month — each requiring a signed agreement, intake questionnaire, folder creation, project setup, and a welcome email sequence. Every step was manual. One VA was spending 40% of her time on new client admin.

4hrs
vs. 3 days before
40%
VA time reclaimed
5
automations deployed
"My VA used to spend her Mondays just catching up on new client admin. Now it just happens. She's moved on to higher-value work and we've taken on more clients as a result."
— Founder, Business Consulting Firm
Workflow Automations AI Agents Process Design

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