Case Studies
Real numbers from real implementations.
Each case study walks through the operational problem, the logic that already existed in the business, what we built, and the numbers it produced. No vague “efficiency gains” — exact dollars and percentages.
How a Boutique Tax & Advisory Firm Cut Senior Busywork From 50% to 18% — Same Team, No New Hires
A 2-partner, 6-staff tax and advisory firm doing roughly $1.4M a year installed AI one workflow at a time: transaction categorization, client communication drafting, and sub-60-second lead response. Every system drafts and queues; a person approves.
How a $250K/Month Ad Agency Freed 25% of Strategist Capacity and Added $504K in Profit
An 80-client ad agency was burning its senior strategists on client reporting — the same people it billed for strategy. We automated the assembly, and the reclaimed capacity turned into profit inside 90 days.
How a Recruiting Agency Cut Time-to-Fill From 40 Days to 26 With AI Resume Screening
Six recruiters were each losing 13 hours a week to screening and pipeline admin, while candidates waited days for a reply. We encoded their own screening judgment into an agent.
How a 400-Unit Property Manager Cut Lead Response From 4 Hours to 18 Seconds
In a market where prospective tenants apply to whichever property answers first, a 3-to-4-hour reply time was silently costing occupancy. Tenant comms and maintenance ran through the same overloaded staff.
How a Probate Research Firm 4x'd Its Case Capacity With AI Lead Scoring
The firm's edge was judgment about which estates were worth pursuing — expert work that capped throughput at 70 leads a week no matter how hard the team pushed. We encoded the judgment.
How a Tampa HVAC Contractor Recovered $340K/Year in After-Hours Revenue with an AI Voice Agent
A multi-truck residential HVAC company was losing an estimated $215K/year to unanswered after-hours calls. We deployed a voice agent integrated into ServiceTitan that picks up 24/7, runs the dispatcher's exact triage logic, and books emergency calls directly into the on-call tech's calendar.
How a Tampa Dental Practice Recovered $180K in No-Show Revenue with AI-Powered Front-Desk Automation
A multi-location dental practice was losing six figures a year to no-shows and unworked recall lists. We deployed front-desk automation covering appointment confirmation, rescheduling, and recall outreach — cutting the no-show rate from 18% to 6.8%.
How a Tampa Real Estate Team Tripled Lead-to-Appointment Conversion with AI-Powered Lead Qualification
A 12-agent real estate team was losing inbound web leads to slow follow-up. We deployed a lead-qualification voice agent that calls new leads within 60 seconds, qualifies on BANT, and books showings directly — tripling lead-to-appointment conversion.
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