Results

What has been built

Both of these started as one annoying task.

Plenty of firms are after a real transformation, and that's fair. But honestly, we're all still figuring out where AI actually pays off in a business — so I'd rather start where something takes four hours that should take four minutes. Small changes like that compound.

Case study

Recruiting firm · ≈ 40 people, ~30 associates

About a day of work returned every week

The copy-and-paste job is gone. The dashboards fill themselves before anyone gets to the office.

What was happening

Every morning the operations manager rebuilt yesterday by hand: pulling the previous day's activity out of the recruiting CRM, counting ten metrics for each of roughly thirty associates, re-keying call counts and phone time from an emailed report, and uploading the result into the dashboards the whole company runs on. Every associate kept their own pipeline sheet by hand on top of that. Three systems that never talked, and any typo anywhere became the company's numbers.

What I built

A one-way sync that runs itself at 6 AM: it reads the CRM and the phone system, applies the firm's own counting rules, and writes finished numbers into the dashboards they already had. Pipelines maintain themselves — new roles land on the right sheet, open roles roll forward on Monday, closed roles stamp their own date, and anything a human typed is never overwritten.

Why they trusted it

Nothing went live on faith. Every feed ran in parallel with the manual process against test copies of the real dashboards until the ops manager reconciled the numbers herself, line for line. The business rules live in one plain-language settings file she can edit — a new hire or a changed metric is a one-line update, no developer required.

Time returned
≈ 1 day / week
Manual re-keying
Removed
Systems connected
3
Accuracy at cutover
Matched line for line
Infrastructure cost
$0 / month
Case study

CPA firm · ≈ 15 people

A client experience the firm can point to

Flexibility for clients, accountability inside the firm, and an owner who is apprised without chasing.

What was happening

The owner could not stay on top of day-to-day operations without interrupting people for updates, and tax-season scheduling ran on back-and-forth that made the firm look slower than it is.

What I built

A custom email triage system that surfaces what the owner actually needs to see each day, and an internal tax scheduling program that lets clients book on their own terms.

Owner oversight
Without chasing
Tax scheduling
Client self-serve
Back-and-forth
Gone
Team size
≈ 15 people

Names and identifying details changed. Everything built runs on systems the firms already owned.

The pattern underneath both

Different industries, same shape

  1. 01

    Find the human integration

    Somebody is retyping, forwarding, or reconciling. That person is the map.

  2. 02

    Check what the systems allow

    APIs, exports, whatever is genuinely available. Most ideas become real or get honestly ruled out here.

  3. 03

    Build the smallest version that removes the work

    One sync, one triage rule, one booking flow. Shipped, watched, then extended.

  4. 04

    Give the time back to the work that earns

    The point was never the automation. It was the hours it hands back.

Your firm's version of this.

Tell me what your one annoying task is and I'll tell you what I'd do about it. Sometimes the answer is that it's not worth it yet.

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