Documents & season surge
Start with the CPA document request demo if chase and status are the pain.
Reference builds & demonstrations
Working systems you can try—not invented case studies.
Each demo shows one real office problem, a practical workflow, and how staff get notified. We customize from here for your tools and environment.
Live demo · CPA firms
Client document requests with staff alerts
Problem: PBC lists and source docs bounce around email. Status is unclear; staff find out late.
What we built: The firm sends a secure one-time link. The client verifies by email code, uploads the requested files, and staff get alerted on progress.
- Firm creates the requestClient email + checklist of documents needed.
- Client opens a single-use linkHttpOnly session + one-time email code before upload.
- Files land in private storageShort-lived upload links; no public bucket.
- Staff get notifiedAlert on create, each upload, and when the client finishes.
Live demo · Contractors & HVAC
Service intake that captures the job, not just “AC broken”
Problem: Peak-season and after-hours callers leave thin messages—no address, equipment age, or urgency—and voicemail loses the job.
What we built: A mobile intake form for contact and urgency, current setup, a checklist of common service issues, and what they want next—then an instant dispatch alert.
- Contact + urgencyWho called, where, how urgent.
- Current setupSystem type, age, last service, access notes.
- Known issues checklistNo cool/heat, short cycling, leaks, thermostat, ice, tune-up, quote, and more.
- Expectations → dispatch alertPreferred window and goal; structured email to the owner or board.
Live demo · Law firms
Matter intake that captures practice area, not just “needs a lawyer”
Problem: After-hours and overflow callers leave thin messages—no practice area, deadline, or conflict basics—and the next firm on Google wins.
What we built: A structured intake for contact and urgency, matter context, common call reasons, and what they need next—then an instant alert to intake or the attorney on call.
- Contact + urgencyWho called and how fast someone should respond.
- Matter contextPractice area, stage, opposing party / conflict notes.
- Why they calledInjury, family, estate, criminal, business, and more.
- Next step → firm alertConsult, documents, or callback; structured notice to staff.
Live demo · Medical & wellness
Front-desk intake that captures reason and urgency
Problem: Overflow and after-hours calls become vague voicemails—no patient type, reason, or preferred window—so the morning board starts behind.
What we built: Structured capture for contact and urgency, visit context, common front-desk reasons, and what they need next—then an instant alert to the front desk.
- Contact + urgencyWho called and how soon they need a response.
- Visit contextNew vs established, visit type, provider preference.
- Reason checklistSick visit, refill, labs, scheduling, billing, and more.
- Next step → desk alertAppointment, triage callback, or forms; structured staff notice.
Live demo · Real estate
Lead intake that captures buy/sell intent and timeline
Problem: Web and phone leads arrive as “interested in a house”—no timeline, area, or next step—so speed-to-lead dies in the inbox.
What we built: Structured capture for contact and urgency, property context, common lead reasons, and what they want next—then an instant alert to the agent or ISA.
- Contact + urgencyWho reached out and how hot the lead is.
- Market contextBuy/sell/rent, timeline, area, budget notes.
- Why they reached outShowing, listing, CMA, rental, relocation, and more.
- Next step → team alertShowing or consult request; structured notice to staff.
Working demonstration
After-hours call capture
Problem: Nights and weekends go to voicemail. Owners find out too late—or not at all.
What we built: The line answers, gathers the basics, stores a structured record, and emails staff immediately. Optional short summary when it helps the team respond faster.
- Call comes inAnswered in your company name after hours or on overflow.
- Details capturedName, intent, callback, urgency—not a vague voicemail.
- Record savedDurable lead your CRM or morning board can use.
- Staff alertedEmail (or SMS) while the caller is still warm.
Working demonstration
Web lead capture & qualification
Problem: Form fills land in a shared inbox. Qualification is inconsistent; hot prospects cool off.
What we built: Validate the submission, apply clear qualification rules, store the record, and email the right person with a grade and summary.
- Visitor submits the formRequired fields checked up front.
- Qualify with rulesClear scoring—optional model assist only when it earns its place.
- Save a durable recordReady for CRM handoff later.
- Notify the ownerImmediate email with grade and summary.
Reference build
Document research without drowning in PDFs
Problem: Policies, contracts, and research piles up. Finding the right passage still takes hours.
What we built: Upload and index documents, then run guided research with retrieval that prefers substance over page chrome. Rules and filters first; models only where they help. See the full reference architecture and the SWAG research notes.
- Ingest documentsUpload caps, private storage, searchable index.
- Retrieve the right passagesRerank and filter before any expensive model step.
- Answer with structureGuided research output staff can check—not a black box.
- Deploy where you need itCloud, hybrid, or on-prem patterns depending on data residency.
How to choose
Pick the bottleneck that costs you the most.
Missed calls & jobs
Start with HVAC intake or after-hours call capture if the phone is the leak.
Website leads
Start with web lead qualification if forms die in the inbox.
Want a walkthrough?
Book a free automation assessment.
We will walk a demo on a call, sketch the first workflow for your office, and leave you with a clear next step.