/ Case studies

What we build. What you get.

Illustrative case studies showing the kind of software we build and the outcomes we target. Company names changed to protect client confidentiality.

Acme Manufacturing — How Acme Manufacturing cut production delays by 34% with real-time shop-floor tracking
Manufacturing·Mar 2025

How Acme Manufacturing cut production delays by 34% with real-time shop-floor tracking

A 500-employee manufacturer replaced spreadsheets and legacy ERP with a custom ERP system, gaining real-time visibility into every work order — and unlocking $4.2M in trapped working capital.

+34% Production efficiency97% On-time delivery-22% Inventory carrying cost
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IronForge Components — IronForge Components freed $2.4M in working capital by collapsing 40 suppliers into one supply-chain cockpit
Manufacturing·Apr 2025

IronForge Components freed $2.4M in working capital by collapsing 40 suppliers into one supply-chain cockpit

A forged-components manufacturer with 3 plants and 40 suppliers replaced email-and-spreadsheet procurement with a unified supply-chain platform — ending stockouts and the expedited freight that was eating their margins.

$2.4M Inventory freed-64% Expedited freight96% On-time delivery
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PrecisionGear Co — PrecisionGear Co lifted OEE from 58% to 79% by wiring 80 CNC machines into one IoT dashboard
Manufacturing·May 2025

PrecisionGear Co lifted OEE from 58% to 79% by wiring 80 CNC machines into one IoT dashboard

A precision-gear manufacturer was running 80 CNC machines blind — no utilization data, no downtime tracking, no idea why OEE was stuck at 58%. IoT telemetry surfaced $3.1M of trapped throughput in the first quarter.

58% → 79% OEE-47% Unplanned downtime$3.1M Added throughput / yr
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Apex Tool Works — Apex Tool Works saved $1.6M in downtime by moving from reactive firefighting to scheduled maintenance
Manufacturing·Jun 2025

Apex Tool Works saved $1.6M in downtime by moving from reactive firefighting to scheduled maintenance

A tool & die manufacturer with 200+ pieces of equipment had no asset register and no maintenance plan — every breakdown was a surprise costing $40K an hour. Asset tracking with QR-coded maintenance schedules flipped them to proactive.

-52% Breakdown hours-31% Maintenance cost+22% Asset lifespan
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MedCare Health — MedCare Health reduced patient wait times by 38% and lifted revenue per visit with a HIPAA-compliant clinic platform
Healthcare·Feb 2025

MedCare Health reduced patient wait times by 38% and lifted revenue per visit with a HIPAA-compliant clinic platform

A 12-clinic network replaced paper intake and a 2018 scheduling system with a custom healthcare OS — digitizing intake, scheduling, and records in one HIPAA-compliant environment that paid for itself in reduced no-shows alone.

-38% Patient wait time-27% No-show rate-52% Chart completion time
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VitalCare Diagnostics — VitalCare Diagnostics lifted radiologist throughput 32% with an AI clinical decision-support platform
Healthcare·Apr 2025

VitalCare Diagnostics lifted radiologist throughput 32% with an AI clinical decision-support platform

A diagnostic imaging network was losing radiologists to burnout and turning away referrals it couldn't read in time. An AI knowledge platform that surfaces and prioritizes findings cut turnaround time and unlocked $2.1M in new referral capacity.

-45% Diagnostic turnaround+32% Radiologist throughput-68% Critical findings missed
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LifeLine Health Network — LifeLine Health Network cut chart retrieval time 73% and saved $1.8M a year with a unified medical records platform
Healthcare·May 2025

LifeLine Health Network cut chart retrieval time 73% and saved $1.8M a year with a unified medical records platform

A 4-hospital network scattered records across paper, shared drives, and three legacy systems — every audit was a fire drill and every release-of-information request took days. A HIPAA-compliant document platform with e-signature and audit trails fixed it in 8 weeks.

-73% Chart retrieval time-81% Audit prep time-$1.7M/yr Paper & printing cost
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PrimeHealth Telemedicine — PrimeHealth Telemedicine filled its calendar 24/7 and added $340K per clinician with self-serve booking
Healthcare·Jun 2025

PrimeHealth Telemedicine filled its calendar 24/7 and added $340K per clinician with self-serve booking

A telemedicine startup was leaving 31% of clinician slots empty and losing patients to no-shows. A self-serve booking engine with automated reminders and telehealth hand-off lifted utilization and turned after-hours demand into revenue.

-41% No-show rate+58% Booking conversion+27% Clinician utilization
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CarePlus Medical Group — CarePlus Medical Group avoided a $2.6M breach and cut cyber insurance premiums 23% with AI security posture management
Healthcare·Jul 2025

CarePlus Medical Group avoided a $2.6M breach and cut cyber insurance premiums 23% with AI security posture management

A multi-state medical group found 1,400 unpatched vulnerabilities after a near-breach. An AI security posture platform prioritized and auto-remediated the real risks, passed the next HIPAA audit clean, and lowered insurance premiums.

+312% Vulnerabilities remediated-64% Mean time to remediate-78% Audit findings
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PayFlow — PayFlow scaled to 50K transactions/sec with 99.2% fraud detection accuracy
FinTech·Jan 2025

PayFlow scaled to 50K transactions/sec with 99.2% fraud detection accuracy

A growing payment processor engaged us to build a custom fraud detection system that trains and serves real-time inferences without adding latency. We delivered in 8 weeks.

50K/sec Transaction throughput99.2% Fraud detection rate8% → 0.3% False positive rate
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CapitalBridge Lending — CapitalBridge Lending cut loan origination from 9 days to 11 hours and grew originations 2.3x
FinTech·Apr 2025

CapitalBridge Lending cut loan origination from 9 days to 11 hours and grew originations 2.3x

A mid-market digital lender was losing deals to faster competitors because underwriting took over a week. We built a custom lending platform with automated KYC/AML and AI-assisted underwriting — originations jumped 130% while default rates fell.

9 days → 11 hours Origination cycle time+130% Monthly originations-23% Default rate
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NorthBridge Capital — NorthBridge Capital compressed month-end close from 14 days to 3 with an AI-augmented ledger
FinTech·May 2025

NorthBridge Capital compressed month-end close from 14 days to 3 with an AI-augmented ledger

A private equity firm managing 23 portfolio companies was spending half the month closing books. An AI-augmented ledger platform auto-categorized transactions, flagged anomalies, and reconciled across entities — freeing the finance team to actually advise the business.

14 days → 3 days Month-end close99.97% Reconciliation accuracy$640K Duplicate payments caught
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TrustVault Custody — TrustVault Custody cut compliance audit time by 63% with an immutable onchain audit trail
FinTech·Jun 2025

TrustVault Custody cut compliance audit time by 63% with an immutable onchain audit trail

A regulated digital-asset custodian was spending a fortune proving to auditors that client assets were safe and segregated. A permissioned ledger with verifiable credentials and immutable audit trails turned a 6-week audit into a 9-day one — and won them a new institutional mandate.

-63% Compliance audit time100% automated Reconciliation-$2.1M Annual compliance cost
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Sentinel Bank — Sentinel Bank passed SOC 2 on the first try and cut threat response from 4 hours to 8 minutes
FinTech·Jul 2025

Sentinel Bank passed SOC 2 on the first try and cut threat response from 4 hours to 8 minutes

A regional bank's security team was drowning in 12,000 alerts a day and dreading their SOC 2 audit. An AI security posture platform with SOAR automation collapsed response times, cut false positives by 78%, and turned a 6-month audit prep into a continuous, audit-ready state.

4 hrs → 8 min Threat response time-78% False positivesPassed first try SOC 2 audit
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ShopWave — ShopWave unified 47 stores and 3 warehouses into one real-time inventory system
Retail & E-commerce·Dec 2024

ShopWave unified 47 stores and 3 warehouses into one real-time inventory system

A mid-size retailer with 47 stores and 3 warehouses was losing $2.8M a year to stockouts and abandoned carts. We built a headless omnichannel storefront with real-time inventory sync — and recovered the margin in the first quarter.

-67% Stockout incidents78% → 59% Cart abandonment+28% Revenue per visitor
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FreshCart Grocers — FreshCart Grocers cut checkout lines by 61% and grew basket size 22% with a unified POS across 24 stores
Retail & E-commerce·Jan 2025

FreshCart Grocers cut checkout lines by 61% and grew basket size 22% with a unified POS across 24 stores

A regional grocery chain was losing customers to long lines and couldn't reconcile cash across 24 stores without a 3-day delay. A custom POS platform with table management, real-time sales analytics, and multi-location reporting turned checkout into a competitive advantage.

14 min → 5.5 min Average checkout wait+22% Basket size-71% Walked-away baskets
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Nimbus Fulfillment — Nimbus Fulfillment tripled order throughput and cut picking errors by 83% with a real-time warehouse management system
Retail & E-commerce·Feb 2025

Nimbus Fulfillment tripled order throughput and cut picking errors by 83% with a real-time warehouse management system

A 3PL serving 40+ DTC brands was drowning in peak-season volume — picking errors, lost inventory, and 6-day shipping SLAs. A warehouse management platform with bin mapping, pick-path optimization, and real-time reorder alerts turned their 120K sq ft facility into a same-day shipping machine.

4K → 12K Orders shipped / day-83% Picking errors18 min → 6 min Avg pick time per order
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Maison Verte — Maison Verte lifted online conversion 41% and cut returns by 35% with a 3D product configurator
Retail & E-commerce·Mar 2025

Maison Verte lifted online conversion 41% and cut returns by 35% with a 3D product configurator

A premium furniture retailer was losing sales to showroom-only competitors and drowning in returns from customers who couldn't visualize products online. A real-time 3D configurator let shoppers customize every material, color, and angle — turning the website into a better experience than the showroom.

0.8% → 2.3% Online conversion rate22% → 14% Return rate+31% Avg order value
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StyleHaven Apparel — StyleHaven Apparel connected 6 brands, 4 factories, and 30 retail partners in one ERP — and freed $3.6M in trapped working capital
Retail & E-commerce·Apr 2025

StyleHaven Apparel connected 6 brands, 4 factories, and 30 retail partners in one ERP — and freed $3.6M in trapped working capital

A fast-growing fashion group operating 6 brands was running on QuickBooks, spreadsheets, and email. A unified ERP connecting procurement, inventory, sales, and financials gave them real-time visibility into every SKU across the supply chain — and unlocked growth capital they didn't know they had.

10 days → 2 days Monthly close time$3.6M Excess inventory freed47 → 6 Stockout days / quarter
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BrightPath Academy — BrightPath Academy lifted completion rates 31% and added $1.4M in retained tuition with AI engagement analytics
Education·Nov 2024

BrightPath Academy lifted completion rates 31% and added $1.4M in retained tuition with AI engagement analytics

A 3,000-student online bootcamp was losing nearly half of every cohort to silent dropouts. An AI engagement platform flagged at-risk students the moment they disengaged — turning mentor time from guesswork into targeted intervention that recovered $1.4M in tuition that would have walked out the door.

+31% Completion rate+45% Student engagement94% At-risk intervention rate
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Greenfield University — Greenfield University collected 99.3% of fees on time and cut admin overhead 61% with one campus platform
Education·Feb 2025

Greenfield University collected 99.3% of fees on time and cut admin overhead 61% with one campus platform

An 8,000-student university running admissions, attendance, grades and fees across six disconnected tools replaced them all with a single school management platform — collecting $2.7M in previously late fees and giving 14,000 parents a real-time view of their child's progress for the first time.

78% → 99.3% On-time fee collection$2.7M Late fees recovered / yr-61% Admin overhead
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SkillForge L&D — SkillForge cut corporate training spend by $1.9M and lifted course completion 47% with a unified LMS
Education·Apr 2025

SkillForge cut corporate training spend by $1.9M and lifted course completion 47% with a unified LMS

A Fortune-500 L&D team serving 12,000 employees across four business units was paying for three learning tools that nobody finished. A single LMS with cohort management, verifiable certifications and compliance tracking collapsed spend and turned training from a checkbox into a measurable business outcome.

+47% Course completion-$1.9M Annual training spend11 wks → 2 days Compliance audit prep
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Crestview School District — Crestview School District cut transcript processing from 5 days to 8 minutes and saved $640K a year
Education·May 2025

Crestview School District cut transcript processing from 5 days to 8 minutes and saved $640K a year

A 14-school district issuing 15,000 transcripts and credentials a year was drowning in paper, fax machines and a 6-week verification backlog. A document management platform with OCR ingestion and verifiable digital credentials turned a clerical nightmare into an instant, self-serve service.

5 days → 8 min Transcript processing6 wks → 0 Verification backlog-$640K/yr Paper & storage cost
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Maple Grove School District — Maple Grove School District unified 11 disconnected systems and gave leadership one source of truth
Education·Jun 2025

Maple Grove School District unified 11 disconnected systems and gave leadership one source of truth

A 14-school district was running 11 different systems — SIS, LMS, transport, food service, HR, finance and more — that didn't talk to each other. A custom integration layer collapsed them into a single source of truth, eliminated 19,000 hours of manual data entry a year, and surfaced $1.2M in misallocated budget.

-19,000 hrs/yr Manual data entry$1.2M Misallocated budget found1 wk → 1 hr Board reporting time
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FleetMax Logistics — FleetMax Logistics cut fuel costs by 18% with AI-powered route optimization
Logistics·Oct 2024

FleetMax Logistics cut fuel costs by 18% with AI-powered route optimization

A 200-truck 3PL replaced manual dispatching with a custom fleet management system, optimizing routes in real-time.

-18% Fuel costs-33% Empty miles96.5% On-time delivery
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Summit Property Group — Summit Property Group cut vacancies 23% and recovered $1.8M in lost rent with a unified property management platform
Real Estate·Mar 2025

Summit Property Group cut vacancies 23% and recovered $1.8M in lost rent with a unified property management platform

A 480-unit residential portfolio was bleeding rent to vacancies and late payments, and maintenance requests were drowning in email. A custom property management platform collapsed listings, leases, rent collection, and maintenance into one system — and the rent roll followed.

9.4% → 6.2% Vacancy rate87% → 99.1% On-time rent collection-61% Maintenance response time
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MetroNest Realty — MetroNest Realty lifted lead-to-lease conversion 34% and grew commission revenue $2.4M with a listing portal and CRM
Real Estate·Apr 2025

MetroNest Realty lifted lead-to-lease conversion 34% and grew commission revenue $2.4M with a listing portal and CRM

A 60-agent brokerage was losing leads to slow follow-up and listings that looked like a database. A custom listing experience with a guided discovery flow, wired into a CRM with automated lead routing and nurture, turned casual browsers into closed deals — and made the brokerage look institutional.

+34% Lead-to-lease conversion14 hrs → 4 min First-response time+58% Inquiry-to-tour rate
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Cornerstone Capital Partners — Cornerstone Capital Partners raised $45M in new capital and cut investor onboarding from 14 days to 2 with a branded investor portal
Real Estate·May 2025

Cornerstone Capital Partners raised $45M in new capital and cut investor onboarding from 14 days to 2 with a branded investor portal

A real estate syndication firm was losing limited partners to competitors who could move money faster and report cleaner. A custom investor portal with deal rooms, distributions, K-1s, and real-time reporting made Cornerstone look institutional — and unlocked $45M in commitments from LPs who'd previously passed.

+$45M New capital raised14 days → 2 days Investor onboarding99.8% Distribution accuracy
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Harborview Commercial — Harborview Commercial lifted NOI $3.2M with lease tracking and portfolio yield analytics across 1.4M sq ft
Real Estate·Jun 2025

Harborview Commercial lifted NOI $3.2M with lease tracking and portfolio yield analytics across 1.4M sq ft

A commercial real estate firm managing 1.4 million square feet was flying blind on lease expirations, CAM reconciliations, and per-square-foot yield. A custom ERP with lease administration and portfolio analytics surfaced $3.2M in trapped NOI the first year — mostly from renewals they'd been missing and CAM they'd been under-billing.

+18% Occupancy rate+21% Portfolio yield+44% Lease renewal rate
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Azur Bay Resort — Azur Bay Resort cut OTA commissions 41% and lifted RevPAR 24% with a direct booking engine
Hospitality·Mar 2025

Azur Bay Resort cut OTA commissions 41% and lifted RevPAR 24% with a direct booking engine

A 180-room beachfront resort was handing 68% of its bookings to OTAs and paying $1.4M a year in commissions. A branded direct booking engine with real-time availability, deposits, and automated stay extensions flipped the channel mix and added $2.1M in margin the first year.

32% → 71% Direct booking share-41% OTA commission+24% RevPAR
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Harbor Light Hotels — Harbor Light Hotels lifted RevPAR 24% and freed $1.8M with a unified PMS and dynamic pricing engine
Hospitality·Apr 2025

Harbor Light Hotels lifted RevPAR 24% and freed $1.8M with a unified PMS and dynamic pricing engine

A 9-property boutique hotel group was running each property on a different PMS and pricing rooms from a rate sheet updated weekly. A unified property management platform with channel management and AI-driven dynamic pricing lifted occupancy and RevPAR at the same time — and collapsed 6 tools into one.

+18% Occupancy rate+24% RevPAR12/yr → 0 Overbooking incidents
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Saffron Table Group — Saffron Table Group cut food cost 6.2 points and added $1.4M with a POS and recipe-synced inventory
Hospitality·May 2025

Saffron Table Group cut food cost 6.2 points and added $1.4M with a POS and recipe-synced inventory

An 8-location restaurant group had no idea which dishes made money and which bled it. A POS with recipe-level inventory sync, kitchen display, and live food-cost dashboards cut waste, killed the dead menu items, and lifted margin across every location.

32.1% → 25.9% Food cost %-44% Food waste11 Dead menu items cut
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Grand Meridian Venues — Grand Meridian Venues lifted utilization 31% and added $960K with integrated event booking and operations
Hospitality·Jun 2025

Grand Meridian Venues lifted utilization 31% and added $960K with integrated event booking and operations

A 4-venue event space was double-booking function rooms, losing leads to slow quotes, and billing manually after every event. An integrated booking, event management, and operations platform ended the double-bookings, turned quotes around in hours, and captured revenue that was slipping through the cracks.

+31% Venue utilization4 days → 4 hours Quote turnaround3/qtr → 0 Double-bookings
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Green Valley Co-op — Green Valley Co-op lifted yield 19% and cut water use 26% with IoT field monitoring and precision advisory
Agriculture·Mar 2025

Green Valley Co-op lifted yield 19% and cut water use 26% with IoT field monitoring and precision advisory

A 1,400-member grower cooperative was farming by the calendar instead of by the field — same fertilizer, same irrigation, same spray schedule on every acre. A farm management platform with IoT soil and weather sensors and per-field advisory turned guesswork into data, freeing $1.8M in input costs the first season.

+19% Crop yield-21% Input costs-26% Water usage
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Sunrise Agribusiness — Sunrise Agribusiness saved $2.3M a year by wiring 1,200 sensors into one IoT field-monitoring dashboard
Agriculture·Apr 2025

Sunrise Agribusiness saved $2.3M a year by wiring 1,200 sensors into one IoT field-monitoring dashboard

A vertically integrated agribusiness running 12,000 acres of row crops had sensors everywhere and insight nowhere — six different vendor dashboards, no alerts, and a frost event that wiped out 800 acres the season before. A unified IoT command platform turned telemetry into action and paid for itself in one avoided event.

+71% Frost / pest events avoided-58% Grain-bin spoilage-44% Sensor downtime
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Heartland Grains — Heartland Grains freed $2.7M in working capital and won a national buyer with farm-to-shelf traceability
Agriculture·May 2025

Heartland Grains freed $2.7M in working capital and won a national buyer with farm-to-shelf traceability

A grain aggregator buying from 600 growers was losing contracts to competitors who could prove provenance, and tying up $2.7M in working capital on inventory it couldn't match to orders. A supply-chain platform with verifiable traceability collapsed the gap between bin and buyer — and unlocked the premium contracts.

$2.7M Working capital freedInstant Provenance verification30 hrs → 2 hrs/wk Inventory reconciliation
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Meadowbrook Dairy — Meadowbrook Dairy lifted profit per cow 17% with a single ERP unifying herd, feed and milk operations
Agriculture·Jun 2025

Meadowbrook Dairy lifted profit per cow 17% with a single ERP unifying herd, feed and milk operations

A 2,400-cow dairy was running herd health, feed rationing, and milk production on three disconnected systems and a clipboard. A custom ERP built around the dairy's actual workflow surfaced $1.9M in trapped margin — mostly in feed waste, missed vet visits, and milk that missed its quality bonus.

+17% Profit per cow-7% Feed waste+$1.2M/yr Quality bonus captured
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SafeLine Insurance — SafeLine Insurance cut quote-to-bind from 9 days to 22 minutes and grew written premium 41%
Insurance·Mar 2025

SafeLine Insurance cut quote-to-bind from 9 days to 22 minutes and grew written premium 41%

A regional P&C carrier was losing brokers to competitors who quoted in hours, not days. A custom InsurTech platform with automated underwriting and a broker self-service portal collapsed the quote cycle, won back two lost brokerages, and unlocked $11.4M in new written premium in the first year.

9 days → 22 min Quote-to-bind time+41% Written premium+12 Brokerages onboarded
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Meridian Mutual — Meridian Mutual stopped $6.2M in fraudulent claims and cut claims cycle time 39% with AI fraud detection
Insurance·Apr 2025

Meridian Mutual stopped $6.2M in fraudulent claims and cut claims cycle time 39% with AI fraud detection

A mid-size mutual insurer was paying out an estimated 8% of claims to fraud and couldn't tell which 8%. An AI claims platform that scores every claim for fraud risk, routes suspicious claims to a specialist queue, and auto-settles the clear ones cut leakage, sped up honest claimants, and paid for itself in the first quarter.

$6.2M/yr Fraudulent payouts stopped-39% Claims cycle time+42% Fraud detection rate
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Pinnacle Auto Insurance — Pinnacle Auto Insurance grew policies 58% and cut loss ratio 14 points with usage-based telematics pricing
Insurance·May 2025

Pinnacle Auto Insurance grew policies 58% and cut loss ratio 14 points with usage-based telematics pricing

A digital-first auto insurer was pricing every driver on age and ZIP code and losing the safe ones to competitors offering usage-based rates. A telematics-driven pricing platform turned driving behavior into a real-time rating factor — winning safe drivers, pricing risk accurately, and dropping the loss ratio from 71% to 57%.

+58% Active policies71% → 57% Loss ratio+34% Safe-driver retention
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Allied Reinsurance Group — Allied Reinsurance Group cut reinsurance reconciliation from 21 days to 2 and won a $200M treaty with verifiable onchain reporting
Insurance·Jun 2025

Allied Reinsurance Group cut reinsurance reconciliation from 21 days to 2 and won a $200M treaty with verifiable onchain reporting

A reinsurance carrier was spending three weeks every quarter reconciling ceded premium and claims with 14 ceding companies, each on a different system. A permissioned ledger with verifiable reporting collapsed reconciliation, eliminated $1.4M in annual dispute leakage, and won a $200M treaty because the cedent could verify the books in real time.

21 days → 2 days Reconciliation cycle$1.4M/yr Dispute leakage eliminated$200M New treaty won
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Summit Insurance Group — Summit Insurance Group blocked a $3.4M ransomware attack and passed NYDFS 500 on the first try with AI security posture management
Insurance·Jul 2025

Summit Insurance Group blocked a $3.4M ransomware attack and passed NYDFS 500 on the first try with AI security posture management

A multi-state insurer holding 2.1 million policyholder records was drowning in 9,000 alerts a day and 90 days from a NYDFS 500 cybersecurity audit. An AI security posture platform caught an active ransomware deployment in week one, collapsed alert noise by 81%, and turned audit prep into a continuous, audit-ready state.

$3.4M Ransomware blocked-81% Alert noise3 hrs → 6 min Threat response time
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Brightwave Digital — Brightwave Digital recovered $1.9M in leaked billable hours and cut invoice cycle time 71% with automated time tracking and billing
Professional Services·Mar 2025

Brightwave Digital recovered $1.9M in leaked billable hours and cut invoice cycle time 71% with automated time tracking and billing

An 80-person digital agency was losing 15% of billable hours to inaccurate timesheets and taking 45 days to invoice clients. A custom ERP with automatic time tracking, real-time utilization dashboards, and Stripe/QuickBooks invoicing recovered the revenue in the first quarter.

+22% Billable utilization45 days → 13 days Invoice cycle time-34% Days sales outstanding
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Northbridge Consulting — Northbridge Consulting found $2.3M in unprofitable projects and flipped margin +17% with real-time project profitability tracking
Professional Services·Apr 2025

Northbridge Consulting found $2.3M in unprofitable projects and flipped margin +17% with real-time project profitability tracking

A 120-person management consultancy couldn't tell which engagements were making money until the quarter closed. A project management platform with real-time burn-rate dashboards revealed 28% of projects were losing money — and gave the partners the data to fix them before the damage compounded.

+17% Project profitability-61% Over-budget projects-29% Bench time
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Hartwell & Associates — Hartwell & Associates cut document retrieval time 68% and added $1.4M in case capacity with a client portal and e-signature platform
Professional Services·May 2025

Hartwell & Associates cut document retrieval time 68% and added $1.4M in case capacity with a client portal and e-signature platform

A 40-attorney law firm was losing billable hours to document chaos — every matter meant searching shared drives, emailing clients for signatures, and re-creating lost files. A secure document platform with client portal and e-signature collapsed admin time and unlocked capacity for 60 more billable matters a year.

-68% Document retrieval time7 days → 4 hours Engagement letter turnaround61% → 78% Billable utilization
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PixelForge Studio — PixelForge Studio grew repeat business 42% and added $1.6M in revenue with a client portal CRM and deal pipeline
Professional Services·May 2025

PixelForge Studio grew repeat business 42% and added $1.6M in revenue with a client portal CRM and deal pipeline

A 25-person creative studio had no way to track client relationships or spot repeat business opportunities — past clients were forgotten the moment a project shipped. A client portal CRM with deal pipeline, project status sharing, and automated check-ins turned one-off projects into ongoing relationships worth $1.6M a year.

19% → 42% Repeat business rate+58% Deal pipeline value+73% Client follow-up rate
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Apex Advisory Group — Apex Advisory Group eliminated $480K in manual billing admin and cut DSO 34% with custom API integration across QuickBooks, Stripe, and HubSpot
Professional Services·Jun 2025

Apex Advisory Group eliminated $480K in manual billing admin and cut DSO 34% with custom API integration across QuickBooks, Stripe, and HubSpot

A 60-person advisory firm was manually reconciling billing data across four disconnected tools — every invoice meant copy-pasting between HubSpot, a time-tracking app, Stripe, and QuickBooks. A custom integration platform automated the entire billing flow end-to-end and freed three full-time finance hires worth of work.

22 min → 30 sec Invoice processing time-94% Invoice error rate-34% Days sales outstanding
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