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Selected work
See the systems we use to run Beach Intelligence, followed by our work for Rose Law Nevada and our co-founder's photography studio. The interactive demos below use fictional businesses and sample data.
Internal implementation · Beach Intelligence
Beach Intelligence uses Microsoft sign-in for its staff workspace, a shared inbox for business texts, and a separate portal for client documents and billing. We built the connections around our own team's work.
The requirement was straightforward: staff need access to client work, while clients need access to their own records. Calls, messages, and payment activity also need to reach the people handling them.
Our team signs into the admin workspace with Microsoft Entra. The application checks that the person is approved for staff access and has completed multifactor authentication before opening the workspace.
Client accounts use a separate sign-in and do not grant access to staff tools.
Twilio handles our business calls and texts, with routing that sends calls to staff or voicemail and email notifications that let the team know when a message needs attention.
Staff can read text conversations and reply from the shared inbox. The callback tool connects a staff member to the customer using the business number.
Our admin system supports electronic signing and invoicing. Clients can sign in to find their available signed agreements, view invoices, and download receipts for eligible payments.
Stripe hosts the payment flow and handles card details. The client portal keeps billing records separate from the staff workspace.
We use SharePoint for team files and Bitwarden for passwords. Staff keep links to relevant documents with their work records, while the files remain in SharePoint.
The admin system brings client operations together without becoming another place to copy passwords or store every business file.
Microsoft Entra authenticates staff; our backend validates access before returning admin data. Client authentication and document-access checks are handled separately. Twilio connects calls and texts to the application, while Stripe provides hosted payments. The application runs on AWS, and Microsoft 365 and SharePoint support the team's email and files.
Our current phone service uses a menu, call routing, and voicemail. People write the text replies. Conversational AI answering and document classification are separate example workflows on this site.
Drag to compare the site we replaced with the rebuild.
Client highlight · Rose Law Nevada
The project: replace the firm's WordPress website and connect the website to client intake. We built a website and private content manager so the team can publish cases and testimonials, maintain service pages, and manage new inquiries without editing code.
Founder-owned studio · Thomas Beach Photography
Built for co-founder Thomas Beach's photography business: private client galleries, booking, payments, licensing, and the tools used to run the studio.
Interactive demo · fictional business
Explore a sample back office for a fictional plumbing company. Follow an estimate request into a lead, schedule the work, and see how the client record and billing fit together. This interactive demo uses sample data; it does not send messages or process payments.
Opens on its own page. Explore at your own pace with sample data.
Interactive demo · fictional business
Try a client portal for a fictional law firm. Fill in an intake, review a sample agreement, and explore messages, scheduling, and billing from the client's side.
The demo uses fictional records and does not send messages or process payments. Rose Law Nevada's live client portal is separate.
Opens on its own page and works on your phone.
Tell us about the project you're considering. We'll talk through the work and what it would take.
