Creative agency8 weeks
Unified ops platform for a 12-person studio
Replaced 6 tools (Asana, Toggl, Harvest, Notion, Drive, QuickBooks) with one branded workspace. CRM → contracts → projects → invoices → bank rec.
−$2,400 / mo in SaaS
Work
Selected projects.
A snapshot of recent systems we've shipped. Every project is bespoke — we never re-skin the same template.
Bookkeeping firm10 weeks
Multi-client accounting portal with Plaid
White-labeled portal where each client sees their bank feeds, P&L, and document requests. The firm manages all books from one dashboard.
40+ clients onboarded
Consulting practice5 weeks
Retainer billing + project tracker
Recurring monthly invoices auto-generated from contract terms, tied to time entries. Clients get a portal to see hours used and pay online.
98% on-time payments
Legal services6 weeks
Intake → engagement letter → case file
Lead form on the website creates an intake record, generates an engagement letter for e-signature, and opens a case file when signed.
3 days → 20 min
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