Case Studies

Things we've built.

Each project is a system — it runs, learns, and compounds. Here's how we've helped businesses build infrastructure that matches their ambition.

Vintage 1960s mechanical punch-card time clock with brass-trimmed face
Non-Profit Makerspace (anonymized)

Bi-weekly payroll, in five minutes

How a single 62 KB browser file replaced a non-profit makerspace's three-spreadsheet payroll reconciliation — without buying a single seat of SaaS.

AutomationNon-ProfitPayrollBrowser-Based Tools
HubSpot CRM attribution dashboard for law firm
Estate Planning Law Firm

From $8.5K to $56.5K: Fixing Broken CRM Attribution

How we corrected six months of corrupted HubSpot data to reveal $48K in misattributed revenue — and gave a legal marketing team a dashboard they could actually trust.

HubSpotCRMAnalyticsLegal MarketingAttribution
AI sales director daily briefing system
Estate Planning Law Firm

The AI Sales Director That Never Misses a Deal

How we built a daily AI briefing that ingests every HubSpot surface — calls, deals, leads, webinars — and delivers a role-routed action plan to each team member before 8am.

AI AutomationHubSpotLegal SalesClaude AICRM Automation
Wealth protection microsite and risk assessment tool
Estate Planning Law Firm

A Website That Qualifies Prospects Before They Call

How we rebuilt a generic estate planning web presence around a three-phase framework and a seven-question risk assessment — so the right clients arrive pre-sold.

Web DesignLead GenerationEstate PlanningLegal MarketingConversion Optimization
On-demand webinar system for elder law firm
Elder Law Firm

The Seminar That Never Stops Running

How we replaced a costly live seminar platform with a custom on-demand webinar system that segments leads automatically and feeds them directly into HubSpot — generating 20% of monthly revenue on autopilot.

On-Demand WebinarHubSpot AutomationLegal MarketingLead GenerationLead Segmentation
Browser-based agency fee calculator tool
Automaton

The Proposal That Prices Itself

How we replaced a multi-tab Excel pricing model with a single browser-based fee calculator that generates client-ready proposals across Sprint, Project Build, and Embedded Partner engagements in under 2 minutes.

Agency ToolsBrowser-Based ToolsAutomationProposal GenerationPricing
Marketing intelligence report with vendor verdict tiers
Estate Planning Law Firm

The Vendor Pitch Filter That Never Sleeps

How we built a recurring AI marketing intelligence report that categorizes every vendor, tool, and industry trend with a live verdict — so every pitch gets evaluated on evidence, not polish.

Marketing IntelligenceAI AutomationLegal MarketingVendor Analysis
Earned media PR strategy for estate planning law firm
Estate Planning Law Firm

Turning Expertise Into a PR Playbook

How we developed three pitch-ready story angles, profiled four target outlets, and gave an estate planning firm a PR framework designed to reach the wealth managers and CPAs who drive their best referrals.

PR StrategyEarned MediaLegal MarketingContent StrategyThought Leadership
Boutique M&A advisory firm website rebuild
M&A Advisory Firm

A Website Built for the Deal That Doesn't Announce Itself

How we rebuilt a boutique M&A advisory site using the Webflow REST API and Claude Code after JS-injected CSS broke the Designer approach — delivering a clean, CMS-editable site that looks like it belongs in the room.

Web DesignWebflowM&AFinancial ServicesSEOClaude Code
Google Apps Script dynamic form engine for healthcare
Healthcare Services Group

Dynamic Forms That Route Themselves

How we used Google Apps Script to make dynamic list population and conditional section routing coexist in Google Forms — solving a Form Ranger conflict that had been declared unsolvable.

Google Apps ScriptAutomationHealthcareForm AutomationWorkflow Automation
Flow video-first landing page builder product
Automaton

The Landing Page Builder Built for Agencies That Build Fast

How we built Flow — a video-first landing page builder that gets a conversion-optimized page live in under an hour, with no designer or developer required.

SaaSProduct DevelopmentLanding Page BuilderVideo MarketingAgency Tools
Automaton multi-tenant client portal dashboard
Automaton

The Command Center Every Agency Client Deserves

How we built a multi-tenant client portal that gives every Automaton client a single branded view of strategy docs, pipeline metrics, approvals, and invoices — without a single status-update email.

Client PortalSaaSAgency ToolsNext.jsSupabaseMulti-Tenant
HubSpot lead source routing workflow system
Professional Services Firm

The Follow-Up That Knows Where You Came From

How we replaced a single generic HubSpot nurture sequence with four source-specific follow-up tracks — so every lead gets a sequence built for how they arrived, not a sequence built for no one in particular.

HubSpotLead RoutingMarketing AutomationCRMLead Nurturing
Autonomous SEO and AEO engine for Automaton — human strategy plus agent execution
Automaton

Human Strategy. Agent Execution. The Site That Optimizes Itself the Right Way

A dual-MCP SEO and AEO engine that runs research, drafts pillars, and pushes auto-tier fixes on a published cadence, with a clean human-strategy plus agent-execution split. 30 days in: 9 pillars shipped, 8 indexed, 3 of 10 target queries cited in Google AI Overviews.

SEOAEOAutomationContent StrategyGrowth AutomationClaude CoworkMCPHuman-in-the-Loop
AI email triage and draft system for Gmail
Automaton

Inbox Zero, Without Reading Every Email

How we built an AI triage system that classifies every incoming message, surfaces what actually needs attention, and drafts replies in the sender's voice — turning inbox management from a daily time tax into a five-minute review.

Email AutomationGmailAI AutomationProductivityClaude AIInbox Management
Hands-free voice interface for autonomous coding sessions
Automaton

The Co-Pilot That Follows You Away From the Desk

How we built a native iOS app using CallKit that receives interrupt requests from autonomous coding sessions and routes voice responses through GPT-4o Realtime — so long-running agent runs never stall at a permission gate again.

iOSClaude CodeVoice InterfaceDeveloper ToolingAutomation
CMS and outreach MCP connector for Automaton
Automaton

The Site That Runs Itself

How we shipped a 21-tool MCP connector that makes every content operation — publishing, image generation, voice calibration, prospect outreach — agent-addressable from a single Claude conversation.

MCPCMS AutomationSupabaseClaude AIContent OperationsOutreach Automation
Personal finance operating system with conversational interface
Automaton

The Financial Control Plane You Can Actually Talk To

How we built a 29-tool MCP with bank sync, envelope budgeting, bill state machines, and income tracking — so every financial question and decision happens through natural conversation, not a dashboard.

Personal FinanceMCPBanking APIAutomationClaude AIFintech
Autonomous video production pipeline
Automaton

End-to-End Video the Agent Runs Itself

How we connected an autonomous execution agent to Remotion, Gemini, Flux, ElevenLabs, and Suno — so client video content goes from brief to rendered file with one human handoff checkpoint.

Video ProductionAutomationRemotionElevenLabsGenerative AICreative Automation
YouTube AI intelligence pipeline for weekly briefing
Automaton

A Weekly Brief of Only What's Actually New

How we built a five-task AI pipeline that monitors YouTube creator content, scores it against what Automaton already knows, and delivers a weekly Slack brief of genuinely novel approaches — at roughly $15–30/month.

Research AutomationYouTubeClaude AIIntelligence PipelineSlackContent Intelligence
Autonomous session infrastructure for reliable agent runs
Automaton

Agent Runs That Finish What They Start

How we layered macOS notification hooks, sleep prevention, mobile continuity, and tuned permission allowlists to turn Claude Code from a session that needs babysitting into one that runs reliably overnight.

Claude CodeDeveloper WorkflowAutomationmacOSAutonomous Agents
Revenue partnership strategy and positioning playbook
Automaton

A Playbook for a Market Nobody Had Named Yet

How we developed full Revenue Partnership positioning for estate planning and legal firms — replacing the overloaded 'CRO' term with a 27-tactic library, a dedicated brand architecture, and a ready-to-execute outbound engine.

StrategyPositioningLegal MarketingRevenue OperationsBrand Architecture
Re-engagement campaign and voice calibration for past clients
Automaton

Seven Sequences. One Voice. No Filler

How we ran Gmail and HubSpot discovery across years of client history, drafted targeted re-engagement sequences for four past clients, and calibrated the output voice into a reusable template — direct, no filler, trusting the reader.

Email OutreachVoice CalibrationHubSpotGmailRe-EngagementCopywriting
On-demand webinar system for elder law practice
Elder Law Practice

The Webinar That Books Consultations While the Attorney Sleeps

How we built a custom on-demand webinar system for an elder law practice — tracking viewer engagement, segmenting leads automatically in HubSpot, and generating 20% of monthly revenue from campaigns running on autopilot.

WebinarHubSpotElder LawLead SegmentationLegal MarketingOn-Demand
Smartphone on a law office desk showing an AI chat conversation
Estate Planning Firm

The intake system that runs itself

How we replaced a manual, 3-day intake process with an AI-powered system that qualifies, collects documents, and books consultations — automatically.

AI AgentAutomationCRM