SELECTED WORK
Websites, intake and follow-up we have built
These projects show the needs clients brought to us and the systems built for them. They illustrate websites, client intake and controlled file workflows. Client testimonials describe their own experience; a project example is not a promise of the same result for your company.
Regulated infrastructure
ChainMyne
A regulated OTC desk needed an institutional public presence, a controlled verification path and an operating system that could support complex client work.
Advisory and intake systems
Côté Services Financiers
One digital practice had to carry two advisor identities without fragmenting trust, intake or follow-up.
Thomas Luccioni & Associés
A referral-led practice needed a public front door that matched the quality of the relationship behind it.
Migdilani-Zakher
A private wealth intake path connected positioning, qualification and the first booked conversation.
Start with one process that gets stuck
Bring an example of an unanswered request, repeated data entry or a file waiting on documents. We look at the steps and tools with you, then discuss what a first project could cover. The scope, quote and schedule are agreed before construction.