Real businesses,
real results
See how service businesses across industries are using AI automation to save time, capture more revenue, and deliver better customer experiences.
Discuss Your ProjectIn-Depth Case Studies
Detailed breakdowns of how we've helped businesses transform their operations
Sunshine Family Dental
The Challenge
High call volume overwhelming the front desk, 30% no-show rate, missed calls resulting in lost appointments worth approximately $3,000 monthly, and inconsistent patient follow-up leading to gaps in treatment plans.
Our Solution
Deployed AI voice receptionist to handle all inbound calls, integrated with Dentrix practice management software, implemented automated appointment reminders via SMS and WhatsApp, and built follow-up sequences for treatment plan acceptance.
Measurable Results
Return on Investment
Break-even in 32 days. Now saving approximately $2,800/month in avoided labor costs while capturing an additional $4,500/month in previously missed appointments.
"The AI receptionist has been transformative. Our front desk can now focus on in-person patient care instead of being glued to phones. We're booking more appointments than ever, and our no-show rate is the lowest it's ever been."
Martinez Immigration Law
The Challenge
Clients calling repeatedly for case status updates, staff spending 15+ hours weekly answering the same questions, slow response to new inquiries resulting in lost leads, and difficulty managing intake for Spanish-speaking clients.
Our Solution
Implemented bilingual AI WhatsApp assistant for case status inquiries and document collection, built automated intake workflows with document checklist and payment processing, deployed web chat for instant lead capture on the firm website, and integrated with Clio practice management for real-time case updates.
Measurable Results
Return on Investment
Achieved positive ROI in 45 days. Now capturing an estimated $8,000/month in additional consultations while reducing administrative burden by 60%.
"Our clients love the instant responses on WhatsApp, especially our Spanish-speaking community. We've cut our admin workload in half and our attorneys can focus on actual legal work instead of answering 'what's my case status?' fifty times a day."
Green & Associates CPA
The Challenge
Tax season call volume spikes overwhelming staff, clients asking repetitive questions about deadlines and document requirements, inefficient document collection process requiring multiple follow-ups, and no systematic way to triage urgent vs. routine inquiries.
Our Solution
Implemented AI phone system with seasonal FAQ library for common tax questions, built secure document upload portal with automated reminders for missing items, deployed email and SMS automation for deadline reminders and status updates, created client portal integration with automated task assignment to appropriate CPA, and built capacity planning dashboard based on call/inquiry volume.
Measurable Results
Return on Investment
Avoided hiring 2 seasonal temps (saving $16,000). Improved client retention rate by 12% due to better communication, representing approximately $45,000 in recurring annual revenue.
"Tax season used to be absolute chaos. Now, our AI system handles the repetitive questions, keeps clients informed automatically, and ensures we get documents on time. Our team is calmer, our clients are happier, and we didn't have to hire extra people just to answer phones."
Results by Industry
Average outcomes across our client base
Healthcare
Legal Services
Financial Advisory
Professional Services
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