Anonymized engagements from the practice. What the business was carrying, what got rebuilt, what changed for the founder.
Two-partner practice running on spreadsheets, email threads, and the founder's memory. Rebuilt the CRM, proposal-to-onboarding flow, and client reporting layer end to end.
Regulated trade business running scheduling on paper and dispatch through the founder's phone. Built the integrated dispatch board the team needed to run without him in the middle.
Deals closed in one tool, work landed in another, and the founder's calendar held the gap. Integrated the sales pipeline to the delivery system so every won deal scoped itself automatically.
Five locations, no shared view, weekly status assembled by the founder on Sunday nights. Built the reporting layer that surfaced what each location was doing without the founder pulling it together.
Every new client onboarding routed through the principal. Rebuilt intake into a scoped flow the team could run, and the founder reviewed exception cases only.
Each new client took the partners a full day to onboard manually. Built the document collection and engagement letter flow so the team handled standard onboardings and partners reviewed only the ones that needed judgment.