Finance

EZ Living Trust set out to modernize estate planning by moving away from manual, paper-based workflows. Built for aging adults and working families, the platform guides users through legal processes with clarity and automation. The original system involved offline appointments, human dependency, and disconnected document handling. With growing demand, the model became hard to manage and scale. Our solution: a digitized platform that systemizes case tracking, streamlines notary assignment, and delivers real-time user visibility—cutting support costs and operational bottlenecks.

Managing multi-site construction projects with Excel, emails, and verbal updates had become inefficient and error-prone. Swivu Engineering needed a smarter system to track project status, assign tasks across departments, and monitor execution across all locations—without overcomplicating the daily operations for site workers. We designed a real-time project management platform that connects HQ and field teams through a browser-based control panel and a lightweight mobile app. The tool enables role-based collaboration, dynamic scheduling, async updates, and seamless sync across departments. Every task, timeline, and team is now connected with fewer bottlenecks and a lower margin for error.

Our client’s HR team faced rising volumes of internal queries on policies, benefits, and compliance—all requiring manual lookup and response. Employees lacked a direct way to get reliable answers without digging through PDFs or intranet links. We developed a custom HR chatbot powered by GPT-4o and Elasticsearch with vectorized semantic search. It understands employee intent, fetches relevant clauses, and auto-deflects repetitive queries. For complex cases, it triggers a live-agent handoff and logs the full transcript for review. Role-based access ensures responses are scoped and secure.

We developed an enterprise-grade AI assistant that detects urgency, resolves L1/L2 tickets, and fully integrates with ServiceNow and Ivanti.