Case studies

What we have built.

Named projects with their current status: running, pilot, supported proof, or reference build.

We keep the status label attached to the work. If your workflow is unusual, start with the audit.

Evidence

Running systems, pilots, and reference builds

European multi-family office · Pilot

Private-capital consolidation workflow: multiple bank formats, two-pass verification, and reporting design.

Pilot accepted April 2026. Delivered through our European partnership.

Golf club operations · Pilot

Golf operations pilot with drip onboarding for new members and day-to-day member workflow design.

First golf-vertical tenant shape. Keep paid/running wording off the front door until the current commercial status is refreshed.

Independent gym · Supported proof

Gym acquisition, retention, and onboarding proof over the existing member-management stack.

Use as domain and workflow proof. Current production scope should be refreshed before calling it running.

Property management · Reference build

Owner and tenant portals plus the marketing site. Scaffold for federal relocation leads, owner approvals, and tenant maintenance flows.

Sister company. Full marketing site plus interactive owner and tenant demos shipped end-to-end.

Cooperative operations · Running

7 applications live for an 80-person cooperative. Menu system, internal forms, compliance cron, transition tooling.

Transition work March through June 2026. Kept here as verified proof that we ship inside incumbent operations, not as a flagship automation tenant.

Independent consulting · Reference build

Capability transfer over 4 sessions. The tenant built their own agent system, stopped selling hours.

Not a current automation tenant. This is precursor proof that the method transfers when the client has real operating expertise.

Start with an Inbox Audit · scope the $1,500 audit when there is a real workflow; we say no when it does not fit.