Case Studies

Real US engagements. Anonymized by default.

Most clients we work with run revenue-sensitive systems and prefer their results stay off the front page. The case studies below are anonymized summaries of in-flight or recently delivered builds — reference calls with named operators are available after Discovery.

HealthcareAnonymised — reference available after Discovery

Bay Area Allied-Health Practice — 12 Clinicians

The Problem

A multi-site allied-health practice was losing roughly a quarter of new-patient inquiries to slow response times and admin overload. Front desk staff were juggling SimplePractice intake, phone callbacks, and rebooking lapsed patients — with no clear visibility into which channels were actually converting.

Architecture

  • SimplePractice ↔ HubSpot two-way sync for unified patient + lead records
  • AI intake agent triages inquiries from web, phone, and SMS within 60 seconds
  • Automated rebooking sequences for lapsed and at-risk patient cohorts
  • HIPAA-aligned data handling with US-hosted storage and audit logging
  • Weekly clinician dashboard surfacing no-shows, gaps, and revenue per chair

Outcomes

62%
Faster intake response
3.1×
Rebooking rate
9 hrs
Admin returned weekly

Anonymized US client — reference call available after Discovery. Metrics measured against the 90-day baseline captured during the Discovery Audit.

Real EstateAnonymised — reference available after Discovery

California Pre-Construction Developer — $80M Raise

The Problem

A California developer launching a $80M pre-construction campaign was leaking high-intent buyers between portal inquiries, channel partner referrals, and the in-house sales team. Lead response routinely stretched past 4 hours, and the contract pipeline lacked deal-stage visibility for the GM.

Architecture

  • Unified lead capture from Zillow, Realtor.com, channel partners, and the project site
  • Instant AI qualification + agent-matching engine with SMS handoff under 90s
  • HubSpot pipeline with deal-stage automation tied to contract milestones
  • WhatsApp + email nurture sequences segmented by buyer profile (owner-occupier, investor, 1031-exchange)
  • Weekly GM dashboard: cost-per-qualified-lead, agent conversion, contract velocity

Outcomes

< 2 min
Lead-to-contact time
2.4×
Qualified buyer rate
18%
Cost-per-contract drop

Anonymized US client — reference call available after Discovery. Raise figures are project-target, not realized settlements.

Financial ServicesAnonymised — reference available after Discovery

US Mortgage Broking Group — ~$600M Annual Settlements

The Problem

A national mortgage broking group settling roughly $600M per year on Encompass was capped on growth by loan officer admin time. Loan officers were spending more than half their week chasing supporting documents, rekeying client info into Encompass, and managing compliance evidence rather than writing loans.

Architecture

  • Encompass LOS ↔ document portal sync for supporting-doc collection and tagging
  • AI fact-find assistant generating preliminary serviceability scenarios
  • Compliance evidence pack auto-assembled per file (TRID, Ability-to-Repay / QM)
  • Lender-policy retrieval agent surfacing live policy + servicing changes
  • Loan officer dashboard tracking pipeline value, stuck files, and SLA breaches

Outcomes

11 hrs
Saved per loan officer, weekly
+34%
Files submitted per loan officer
100%
Compliance evidence coverage

Anonymized US client — reference call available after Discovery. No credit advice is automated; AI assists loan officer workflow only.

EducationAnonymised — reference available after Discovery

California Private College — ~1,500 SEVP Students

The Problem

A California private college with SEVP / I-17 certification and roughly 1,500 students was struggling to keep enrollment, agent communication, and student attendance compliance running through Anthology Student without a small army of admin staff. Agent-sourced applications were taking 9–14 days from inquiry to offer.

Architecture

  • Anthology Student ↔ agent portal sync for application status and document checks
  • AI document review for I-20s, financial-evidence statements, and English-evidence packs
  • Multi-language inquiry triage (Mandarin, Hindi, Vietnamese, Spanish, English)
  • Attendance + course-progress monitoring with auto-flagged at-risk students
  • SEVIS-ready exception reporting and instructor notifications

Outcomes

5 days
Inquiry-to-offer (was 9–14)
47%
Faster doc review
2.2×
Agent throughput per admin

Anonymized US client — reference call available after Discovery. Compliance decisions remain with the institution; AI surfaces evidence, humans approve.

eCommerceAnonymised — reference available after Discovery

Shopify Plus DTC Brand — $12M GMV

The Problem

A Shopify Plus DTC brand running $12M GMV on Klaviyo + Gorgias was hitting a CAC ceiling. Returning customer rate was flat, ticket volume was rising with promo-driven traffic, and the merchandising team had no clean way to identify cohorts worth re-engaging.

Architecture

  • Shopify + Klaviyo + Gorgias unified into a single customer profile layer
  • AI ticket triage routing 70%+ of contact-us volume without human touch
  • Predictive next-best-product model feeding Klaviyo flows by cohort
  • Replenishment + winback automations tuned to actual purchase cadence
  • Weekly merchandising digest: cohort LTV, repeat rate, attach-rate moves

Outcomes

73%
Tickets auto-resolved
+22%
Repeat purchase rate
1.6×
Email-driven revenue

Anonymized US client — reference call available after Discovery. GMV figure is the brand's most recent disclosed trailing-12-month run rate.

Your Engagement

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