Accounting firm · 12 people · 14 workflows mapped
Invoice processing on autopilot
The situation
Client invoices were created in one tool, tracked in a spreadsheet, and chased by email — three places, one person, every week. Payment follow-ups happened when someone remembered.
What we built
A single flow that generates each invoice from billable work, sends it, logs it, and chases it automatically on a schedule. The team only handles exceptions.
The result
6h → 20min per week31 h/month found≈ €9,400/year
"The roadmap paid for itself before we built anything."— Marta F., managing partner
Dental clinic · 2 locations · 11 workflows mapped
Bookings and reminders, 24/7
The situation
Reception spent around 9 hours a week on phone bookings and reminder calls, and after-hours requests were simply missed. No-shows were a steady cost.
What we built
A WhatsApp assistant that books, confirms, and answers common questions in Portuguese and English, plus automatic appointment reminders tied to the calendar.
The result
−72% phone booking time38 h/month backFewer no-shows
"Reception finally does reception, not phone tennis."— Dr. Rui C., clinic owner
B2B services · 9 people · 10 workflows mapped
No lead left behind
The situation
Inbound leads landed in a shared inbox and often waited half a day for a reply. Nobody could say which channel produced the best clients.
What we built
Every lead is captured, enriched, scored, and logged in the CRM, then receives a personalized reply within minutes — around the clock, with the owner notified for hot ones.
The result
100% follow-up under 5 min+2 deals in month one
"We own everything they built — that sold me."— João S., founder
E-commerce · 6 people · 9 workflows mapped
Orders that process themselves
The situation
Orders were retyped between the shop, a stock spreadsheet, and the courier portal. Every busy week produced shipping errors and refund emails.
What we built
One sync moving orders end to end, low-stock alerts with draft supplier reorders, and an automatic weekly sales summary by channel.
The result
−70% manual order tasks≈ 26 h/month back≈ €7,900/year
"It's the only supplier invoice I actually enjoy receiving."— Ana L., operations manager
Marketing agency · 14 people · 12 workflows mapped
Client reports build themselves
The situation
Monthly client reporting took a day and a half of copy-paste across ad platforms, analytics, and slides — every single month, for every client.
What we built
Dashboards that pull each client's numbers automatically and assemble the monthly report, ready for the team to review and comment rather than build.
The result
12h → 0h reporting≈ €5,800/year
"They told us NOT to automate two things because the ROI wasn't there."— Pedro M., director
Law firm · 7 people · 10 workflows mapped
Client intake without the paperwork night
The situation
New client onboarding meant retyping details into three systems, drafting the engagement letter by hand, and chasing signatures by email. Two evenings a week disappeared into it.
What we built
One intake form that populates the case management system, auto-drafts the engagement letter from a template, sends it for e-signature, and opens the matter file — with a conflict check flagged before anything is sent.
The result
−65% intake time19 h/month back≈ €8,200/year
"New matters open the same day now, not the same week."— Partner, litigation practice
Construction & trades · 18 people · 13 workflows mapped
Quotes out the same day
The situation
Site visits produced photos and notes on a phone, then quotes got written at the kitchen table days later. Slow quotes were losing jobs to faster competitors.
What we built
A mobile checklist that turns site measurements into a priced quote from the rate card, sends it to the client for approval, and files the job in the schedule once accepted — plus automatic follow-up if the quote goes quiet.
The result
4 days → same day quotes+31% quote acceptance22 h/month back
"We stopped losing jobs just because someone else answered first."— Owner, building contractor
Restaurant group · 3 venues · 8 workflows mapped
Suppliers, shifts and stock on rails
The situation
Stock counts lived on paper, supplier orders went out by WhatsApp from memory, and shift schedules were rebuilt in a spreadsheet every week across three venues.
What we built
Digital stock counts that generate supplier orders automatically at par levels, a shared schedule that notifies staff of shifts and changes, and a Monday summary of covers, costs and waste per venue.
The result
−80% ordering time24 h/month backFewer stockouts
"Managers run the floor instead of the spreadsheet."— Operations lead, restaurant group
Pilot-program examples — anonymized. Real client stories replace these as they're published.