Professional ServicesWhitfield & Co.

A modern client portal that paid for itself in 90 days

A bespoke web platform and automation stack that streamlined client delivery end to end.

<90d

Payback period

+35%

Client capacity

9.4/10

Client CSAT

The challenge

Whitfield's client experience was held together by email and PDFs, creating friction and limiting how many clients they could serve.

We designed and built a branded client portal with automated document flows, status tracking and AI-assisted intake — all on a fast, scalable stack.

Capabilities

The mix of disciplines we brought together to deliver this outcome end to end.

Web DevelopmentAI AutomationDesign

Keep exploring

See how other teams put our AI, automation and software to work.

We replaced a manual, error-prone quoting and onboarding workflow with an end-to-end AI automation.

A RAG-powered assistant that answers staff and patient questions instantly from existing documentation.