The results speak. We just document them.
Every engagement produces a measurable outcome. Three real Sacramento businesses. Three different industries. 68 hours of weekly work reclaimed and $112K in first-year value — delivered in weeks, not months.
Documented / Measured / Delivered
“Every engagement ends with a scoreboard. Every number traced back to the work.”
28 Hours Saved Per Week — $38K Annual Value
Transformation Timeline
Staff buried in paperwork, reviews ignored, patients waiting
Full Catalyst Engine™ implementation
Automated systems running 24/7, staff focused on patient care
The Challenge
6-person dental practice drowning in insurance verifications (45 min each), patient recall (manual phone calls), and review responses (ignored entirely). Front desk staff spending the majority of their time on admin instead of patients.
What We Built
- AI phone agent handling after-hours scheduling and basic intake
- Automated insurance verification workflow integrated with their practice management system
- Personalized patient recall sequences across email and SMS, segmented by treatment type
- One-click review response system — AI drafts, staff approves, reputation protected
Before & After
“We were skeptical that AI could handle insurance verification accurately. It’s now more accurate than our manual process, and the front desk team actually has time to greet patients. That alone changed the energy of our practice.”
Practice Manager
Sacramento Dental Group
Intake Cut from 45 Minutes to 8 — $48K Annual Value
Transformation Timeline
Paralegal buried in intake, attorneys short-staffed on case work
Full Catalyst Engine™ implementation
Intake runs in minutes, firm taking on meaningfully more cases without new hires
The Challenge
3-attorney family law firm with one paralegal processing 15–20 new client inquiries per week. Intake involved manual form review, conflict checks, and initial document preparation. Paralegal spending entire days on intake instead of case support.
What We Built
- AI-powered client intake screening on the firm's website — qualifying leads in minutes
- Automated conflict check workflow connected to case management
- Document drafting templates with AI pre-population from intake data
- Billing narrative generation direct from case notes — accurate, detailed, instant
Before & After
“The intake automation paid for the engagement in the first month. We’re taking on noticeably more cases without adding staff.”
Managing Partner
Sacramento Family Law Firm
From 2 Posts/Month to Daily Content — $26K Annual Value
Transformation Timeline
Inconsistent social presence, reviews ignored, catering leads lost
Full Catalyst Engine™ implementation
Daily content, 100% review response, automated catering pipeline
The Challenge
3-location restaurant group with no dedicated marketing person. Social media was inconsistent (2–3 posts/month), review responses were weeks late, and catering inquiries were falling through the cracks.
What We Built
- AI-driven content generation pipeline — brand-aligned posts in minutes, not hours
- 90-day cross-platform content calendar created in a single 3-hour session
- Automated review monitoring and on-brand response system across all review platforms
- Catering lead nurture sequence — every inquiry tracked, followed up, and converted
Before & After
“We went from dreading social media to having a 90-day content calendar that practically runs itself. Our Google rating climbed from 3.8 to 4.5 stars in two months just from responding to every review.”
Owner
Sacramento Restaurant Group
Your story starts with a single conversation.
Every case study above began the same way — a free 30-minute assessment, a written scorecard, and the decision to move forward. Yours can too.
Scorecard yours to keep · No obligation · No sales pressure