- Web App
- Automation
- AI
Bespoke Business Operating System
Independent Consulting
The problem
What they faced
A high-output sole trader was managing five separate calendars, tracking billable days manually, paying for a separate e-signature service for client contracts, and sending invoices and update emails through generic tools with no brand consistency. Nothing talked to anything else, and too much time was spent on administration instead of client work.
The solution
What we built
We built a fully bespoke business OS: a unified five-calendar view with working day logging, automated income reconciliation that matches invoiced days against logged work and flags what needs billing, a full e-signature workflow built from scratch to eliminate the subscription cost, AI-generated branded email and invoice workflows for specific clients, and shareable client portals that give each client a live view of the consultant's schedule and project updates.
Key outcomes
Measurable impact.
- Result 01
Five calendars unified with automated billing reconciliation
- Result 02
E-signature built in, subscription cost eliminated
- Result 03
AI-generated branded emails and invoice routing per client
- Result 04
Custom client portals with live schedule and project updates
Technology used
Built with modern tools.
- Next.js
- TypeScript
- Calendar APIs
- OpenAI
- Document Signing
- PostgreSQL
- Resend
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