Results

The Need

Producing valuation reports manually, each requiring hours of comparable transaction research.

What We Built

An AI research agent that pulls and synthesizes valuation data, generating structured research briefs automatically.

Result

Research time cut from hours to minutes per report. Estimated $50K+ annual value from time savings alone. The tool pays for itself on a single engagement.

The Need

No real-time visibility into attorney performance. Had to wait for month-end reports to see who was on track.

What We Built

A live performance dashboard pulling real data, showing on-track and off-track scoring for every attorney.

Result

Complete real-time firm visibility. Performance issues caught in days, not months. Partner now manages 8 attorneys with data instead of gut feel.

The Need

Needed a strategic plan for a multi-billion dollar investment opportunity. Had to present to the CEO's leadership team.

What We Built

A complete strategic plan built live in front of their team, including role assignments created in real-time.

Result

The team walked out with a plan, assignments, and next steps. Work that normally takes weeks, delivered in one session.

The Need

Had consulting expertise but no packaged offer. No clear pricing, no defined deliverables.

What We Built

A fully defined productized service with clear scope, deliverables, and pricing structure.

Result

Left with a sellable, packaged offer ready to take to market immediately.

The Need

Needed a CRM, AI integration, and automation system to manage deal flow and client relationships.

What We Built

A complete CRM build with AI-powered lead scoring, automated follow-ups, and pipeline management.

Result

Full deal pipeline visibility with automated workflows. From manual chaos to structured operations. Client retained on monthly engagement to continue building.