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Use cases

Eight things we built. What each one replaced.

Real projects for real businesses, written up the way we track them: the problem, the build, the number it returned.

8
Featured projects
$50K+
Average annual savings

Headline outcomes

Three numbers first.

The engagements clients ask about most, recorded as we track them.

All use cases
  1. Professional services01

    Four SaaS platforms, one dashboard suite

    Replaced
    4 enterprise SaaS platformsDays-long reporting cycles
    Built
    One custom XOGENT dashboard suite
    Result
    $250Ksaved over five years
  2. Financial services02

    Client onboarding without the data entry

    Replaced
    3-week onboarding processManual data entry
    Built
    Automated client onboarding portal
    Result
    10×faster onboarding
  3. Legal03

    A $180K case-management deployment, retired

    Replaced
    $180K case-management deploymentOngoing licensing
    Built
    Custom CRM matched to the firm’s workflow
    Result
    89%of the legacy system replaced

Featured builds

The work, in detail.

  1. 01Dashboard & CRM

    One dashboard to run your entire business

    A centralized command center integrating HubSpot for CRM, ClickUp for task management, Zoom for meetings and phone, Clockify for time billing, Outlook for calendar and email, and SharePoint for file management. All in a single, unified interface.

    6+platforms no longer switched between daily
    • HubSpot
    • ClickUp
    • Zoom
    • Clockify
    • Outlook
    • SharePoint
    Dashboard interface
  2. 02Client portal

    Automated client communication that works

    A full-featured client portal for streamlined communication, automated reminders, and secure document delivery with built-in confirmation tracking. We replaced DocuSign with a custom in-house solution, saving the client $10K annually while providing a better experience.

    $10Ksaved annually
    • Custom portal
    • DocuSign replacement
    • Automated reminders
    • Secure delivery
    Client portal
  3. 03Project management

    Project tracking built for your workflow

    A custom internal project tracking application with fully configurable custom fields, role-based secure user management, and workflow automation. Designed to match exactly how the team works. No compromises, no unnecessary features.

    100%adoption, zero unnecessary features
    • Custom fields
    • Role-based access
    • Workflow automation
    • Team management
    Project tracking
  4. 04Financial tools

    Drag-and-drop budget intelligence

    Smart budgeting software that lets clients drag and drop bank statements for instant OCR import. The system automatically categorizes expenses and identifies opportunities for consolidation or elimination, turning hours of manual work into seconds.

    Hours → secondsof manual work per statement
    • OCR import
    • Auto-categorization
    • Drag & drop
    • Bank statements
    Budget tool
  5. 05Email & workflow

    Intelligent email that takes action

    An advanced email management platform integrating with Outlook for email and calendar, SharePoint and Egnyte for automated attachment management, AI-powered rules for smart categorization, plus deep integration with ClickUp and a proprietary ticket management system for accelerated action-taking.

    Secondsfrom inbox to action, not hours
    • Outlook
    • SharePoint
    • Egnyte
    • ClickUp
    • AI categorization
    • Ticket management
    Email management platform
  6. 06Content & AI

    AI content engine that runs itself

    An intelligent RSS feed management system with AI-powered aggregation that automatically curates, summarizes, and publishes content for website blogs. The AI handles what used to require a dedicated copywriter and hours of manual aggregation.

    $18K+annual savings in copywriting and manual work
    • RSS aggregation
    • AI summarization
    • Auto-publish
    • Content curation
    AI content engine
  7. 07Security & compliance

    Automated security that never sleeps

    A comprehensive security management application that monitors compliance posture, manages control integrations, tracks vulnerabilities, enforces policy management, and maintains a full asset inventory across multiple ecosystems. Daily drift monitoring catches issues before they become incidents.

    $20Ksaved annually
    • Compliance
    • Vulnerability tracking
    • Policy management
    • Asset inventory
    Security management application
  8. 08Backend CRM library

    Build your own CRM without starting from scratch

    A powerful backend CRM library that provides a complete API layer, allowing clients to develop their own custom frontend while leveraging battle-tested CRM data management, contact tracking, pipeline automation, and reporting under the hood. Ship a fully custom CRM experience in a fraction of the time and cost.

    ~$20Kaverage savings per project
    • API layer
    • Contact tracking
    • Pipeline automation
    • Custom frontend ready
    Backend CRM library

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