Industries We Serve
We work with growth-stage firms (20–250 employees) running multiple operational systems — where SaaS sprawl creates the most friction and the biggest opportunity.
Engineering Firms
Engineering firms run many concurrent projects, and the work that holds them together, estimating, permitting, submittals, progress reporting, tends to live in spreadsheets and a stack of single-purpose SaaS tools. Each tool was reasonable on its own. Together they create the re-keying: the estimate typed into the bid tool, then into the project tool, then into the invoice. As the project count grows the friction grows with it, and the people who know the workarounds become the system.
We build the internal workflow tools that replace the re-keying, put document intelligence to work on bid and submittal review so a reviewer reads the summary instead of the whole packet, and give the principals one dashboard that is right without a Friday reconciliation.
What We Build
- Replace estimating SaaS with tailored internal workflow tools
- Embed document intelligence into bid review processes
- Consolidate reporting visibility into a unified internal dashboard
Construction Firms
Construction firms usually run scheduling, budgeting, compliance and payments on systems that were never designed to talk to each other, and the gaps are filled by people. Payments get recorded in one place and applied in another, or never applied at all. Compliance documents are chased by email. Margin by job is known at the end, not during. One client with five entities and three disconnected systems found $600,000 in payments recorded but never applied to the bills they paid, once everything was pulled into one place.
We build project control dashboards that show cost and margin while the job is running, automate compliance and document validation so nothing ships without the paperwork, and connect the field, the office and the books so a number entered once is the number everywhere.
What We Build
- Internal project control dashboards
- Automated compliance and document validation
- Integrated cost and margin visibility systems
Professional Service Firms
Professional service firms outgrow generic CRM and workflow tools as the team grows. The client lifecycle, intake, delivery, billing and renewal, gets split across a CRM, a project tool, a time tracker and the accounting system, and the hand-offs between them are where work gets dropped and hours go unbilled. The firm’s real knowledge sits in email threads and old deliverables nobody can search.
We build client lifecycle systems that follow the engagement from first call to final invoice, automate the internal reporting partners currently assemble by hand, and add AI-enabled retrieval over the firm’s own documents so delivery starts from what the firm already knows.
What We Build
- Custom client lifecycle systems
- Internal reporting automation
- AI-enabled knowledge retrieval for faster delivery
Not on this list? The pattern is the same in any firm of 20 to 250 people running more than three operational systems. Run your stack through the SaaS spend calculator and see.