Case studies
Real projects with richer context: starting point, challenge, implemented solution, and operational outcome.
Law firm (8-person team)
Increased efficiency in lead intake and follow-up
The firm was growing in monthly inquiries, but email, forms, and WhatsApp were handled as separate flows with no shared traceability.
Inquiries arrived through multiple channels with no single process. The team spent too much time organizing data and following up manually.
We added a simple case-type form, an assistant for common questions, and automatic reminders to close the first meeting.
Less manual work, clearer information before meetings, and more consistent follow-up.
Industrial supplier (4,000+ SKUs)
Promotion updates without operational chaos
The sales team depended on manual campaign uploads and repeatedly answered stock and lead-time questions during demand spikes.
Promotions were uploaded manually in different channels, and the sales team kept answering the same stock and lead-time questions.
We connected catalog, stock, and pricing data to automate promotion publishing and speed up pre-sales replies.
Fewer errors, less repetitive work, and faster replies during peak demand.
Professional training center
Smoother booking and admissions
New student demand increased, but interview scheduling and admissions lacked a single flow between coordinators and administration.
Interviews were coordinated through email and spreadsheets, causing time conflicts and late confirmations.
We launched a booking portal connected to calendar, with reminders and one panel for rescheduling and tracking.
More reliable schedules, fewer no-shows, and a simpler experience for candidates.
Private clinic (front desk and specialists)
Pre-visit triage and smoother medical scheduling
The clinic received many repetitive questions and front-desk staff spent too much time on basic qualification before appointments.
Peak-hour overload, delayed confirmations, and inconsistent pre-visit information made the weekly schedule hard to stabilize.
We built a pre-consultation assistant to capture visit reason, gather key details, and trigger booking rules per specialty.
Lower front-desk pressure, better-prepared appointments, and more predictable weekly planning.
Local real estate agency (lead capture and visits)
Commercial follow-up without losing opportunities
Leads arrived from portals, website forms, and referrals, but there was no consistent process to prioritize and follow up quickly.
Unclassified contacts accumulated, response times varied, and potential visits were missed.
We integrated forms with CRM, added prioritization rules by property type, and automated reminders with first-response scripts.
More consistent follow-up, fewer cold leads, and better use of the sales agenda.