The simple framework that fixes overwhelm and unlocks growth.

Before:
Dr. Lee’s dental office was drowning in paper forms, voicemails, and no-shows. Appointments were booked by front desk staff over the phone, no reminders were being sent, and billing was a nightmare. The front desk and back office were constantly behind, and patients were frustrated by the slow check-in process.

60 Day Total Tech Transformation:
We implemented an AI scheduling assistant to schedule patients over the phone as well as an online booking system. We setup automated appointment reminders via text and email, and digitized new patient intake forms to be completed online prior to appointments. We also setup an AI OCR for patients who requested paper forms so that staff wouldn’t have to manually input the patient data. Lastly, we connected the billing system to the scheduling system to auto-generate insurance claims based on appointment type.

Now:
Patients book in seconds, no-shows dropped by 40%, and Dr. Lee’s team spends less time on admin and more time on patient care.

Before:
Mike’s dealership had tons of incoming leads from ads, but sales reps were manually calling them back—and missing a lot. Leads were falling through the cracks, and follow-up was inconsistent. Spreadsheets tracked inventory and sales, but no one trusted the numbers.

60 Day Total Tech Transformation:
We built an automated lead capture system that fed directly into a CRM. AI answered every inquiry within 30 seconds via a text with a scheduled email follow-up scheduled to be sent out at 10 minutes after inquiry. AI scored each lead and routed hot leads to sales reps instantly. We added dashboards to show real-time lead status, sales pipeline, and inventory movement.

Now:
No more missed leads, faster follow-ups, and Mike saw a 25% jump in closed deals within 60 days completely offsetting the cost of the Total Tech Transformation.

Before:
Sarah’s brokerage had a team of agents juggling their own tools—some used Google Sheets, others used paper contracts. Client communication was all over the place, and onboarding new agents took weeks of hand-holding. Reporting was a manual chore no one wanted to do.

60 Day Total Tech Transformation:
We introduced a centralized system—and added an AI assistant to handle lead qualification and follow-up. New leads from the office now get an instant response, schedule their own calls, and get matched to the right agent for their needs. We also setup an AI data capture tool for when agents found their own leads, so that no matter what format each agent provided the data in, the AI data capture tool converted it into a standard dataset to be captured in the central system. We used AI to generate an onboarding training course for new agents and setup a reporting dashboard.

Now:
Reporting dashboards now show listings, lead status, client status, agent workload, closings, and commissions at a glance.

Before:
At Johnson & Taylor Law, intake forms were faxed (yes, really), case notes lived in random folders, and scheduling consultations was like playing phone tag. Missed meetings and slow response times were costing them clients.

60 Day Total Tech Transformation:
We introduced a digital intake process, connected it to case management software, and set up an automated calendar for booking consultations. We used an AI assistant that sorts emails and files them into the right case folder and flags urgent client messages. Clients book consultations online, and AI summarizes each intake, so the legal team is prepped before the meeting.

After:
Emails, reminders, and file uploads now happen without any back-and-forth. New client onboarding time dropped by 70%, and their caseload is better organized and more profitable.