Busywork,
Automated.

Healthcare

Doctors for Providers

From one chatbot to their whole back office

As our partnership has grown, Pearl now touches more of Doctors for Providers' systems — giving time back to people across the organization and stripping out mindless, repetitive work. What began as a 24/7 lead-capture chatbot now includes a live discount negotiator with routed approvals, automated monthly billing that charges and reconciles every invoice, and a state-by-state regulatory knowledge base the team queries in plain English.

Healthcare — Billing

Zavisa RCM

A custom CRM where nothing gets typed twice

Zavisa's intake, quoting, and agreements were scattered across disconnected tools. We wired n8n, DocuSeal, custom forms, and Zoho into one system: every customer form, quote, and agreement takes as few clicks as possible, and every field flows back to Zoho as the single source of truth — effectively an advanced CRM built around their billing operation.

Home Services

Mario Bros Dumpster Rentals

Automated agreement flow + fleet routing

Every rental required manually chasing down signed agreements — delaying jobs and creating liability gaps. We automated the entire flow: booking triggers a text, customer signs digitally, and the document is stored automatically. We also built a custom routing tool that uses real-time location, traffic, and weather data to optimize dispatch across their growing fleet.

Medical-Legal

MLP IME

The busywork behind every medical-legal exam, gone

Independent Medical Exam records arrive as dozens of loose attachments per claimant, and every new examining doctor needs onboarding. We made both hands-off: the system watches each claimant's folder, converts and assembles every document into one clean, ordered file, and prepares it for summary and sorting. And doctors interested in partnering are followed up with and guided through onboarding — automatically.

Landscaping

Cedar Fields

The office and the crew, on the same page

Cedar Fields' crews and office ran on paper and memory. We built one app for both: crews punch in and out from the job site and log expenses against the right client, while the owner watches estimates, jobs, invoices, and receipts in a live dashboard that syncs straight to the books.

Contracting

Romeo Contracting

One app, from schedule to invoice

A contractor's best work happens on the job — not behind a laptop. We put the whole back office in one app: schedule the crew, track every job, capture expenses in the field, and turn it into an invoice, all proven on real job sites.

Automotive

Cavalier Auto Body

Goodbye manila folders — and phones ringing off the hook

Cavalier ran every repair out of manila folders while customers called nonstop for status updates. We digitized the whole shop and layered AI on top: claims and estimates auto-sort to the right job, automatic SMS keeps customers in the loop, and an AI receptionist covers after-hours, replacing their expensive offshore answering service.

Finance

A Boutique Trading Firm

Traders trading — not typing

The firm was hand-keying every fill from their brokerage platform into Excel trackers for hours a day. We automated the pipe from platform to spreadsheet, then layered on AI that backtests new strategies against historical data before real money is on the line.