80+ clients on the platform we built for our own agency · 4.5+ years running it ourselves · every build owned by the client
What we build · Who we build it for
AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·AI intake and triage·Live operations dashboards·Branded client portals·Unified command centers·Automated reporting·Document and invoice processing·
Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·Multi location operators·Owner operated businesses·$5M to $50M in revenue·Family offices·Service businesses·Teams drowning in admin·
What a platform built for one business actually looks like
Three custom builds, described by sector rather than name. Every one of them is owned by the operator who runs it.
Veterinary marketing, US and Canada
Eighty client accounts on one operating layer
Campaigns, websites, and client requests lived across a spreadsheet, three inboxes, and whoever happened to remember. Onboarding a new clinic took a week of manual setup.
One command center for clients, work, and reporting, with intake classified and routed automatically and compliance checked as the work is made.
New client onboarding is a form, not a week
Every request has an owner and a visible state
Reporting reads from the live work, not a rebuild
Multi location services operator
A back office that stopped needing a person to hold it
Quotes, scheduling, and follow up ran through one coordinator. When that person was away, the operation slowed to whatever the inbox allowed.
Automated intake and quoting with an approval step, plus a dashboard the owner reads instead of asking for updates.
Follow up happens without anyone remembering to
The owner sees the pipeline without asking
The coordinator does judgement work, not data entry
Professional services firm
Client portal replacing the update email
Clients emailed for status. Every answer meant a partner digging through files and writing the same paragraph again.
A branded portal where clients see status, documents, and next actions in real time, fed by the same system the team works in.
Status questions dropped to near zero
Documents live in one place both sides trust
Partners spend their hours on the work itself
Client names are withheld under NDA. We walk through the detail, including the numbers, on a call.