One pattern, several industries.

Conflicts Check

Every prior relationship with any party, including aliases and corporate family, as you type.

In 20 seconds. Paste 40 adverse party names and get Clear, Possible or Hit for each, searched across 400,000 synthetic records in the browser.

E1E10

Matter Intake

One queue for every inquiry, owned by a team until claimed, on a business-hours clock.

In 20 seconds. Fast-forward the morning: inquiries arrive from four channels, a duplicate merges itself, and an unclaimed one turns amber then red.

E3E1E10

Practice Financials

Fees worked, billed and collected for any period, compared like for like, with a bridge that ties to the cent.

In 20 seconds. Choose last quarter vs the same quarter last year: rates rose, realization slipped, and the bars add up to the cent.

E4E10

Service Floor

Which technicians are on a job right now, which are free, and who has not arrived.

In 20 seconds. Elapsed times tick and a technician flips to Working a job on the minute; the raw-feed lens shows the phantom rows the board refuses.

E2E10

Unit Finder

Any unit at any branch, in stock or ever, as you type or from a pasted list.

In 20 seconds. Type a model and year and 2,400 in-stock units narrow as you type; switch to All units and 60,000 more load behind the page.

E1E10

Leadership Margin View

Units, sales, margin and trade-ins for any period across every branch, compared like for like, with alerts that act.

In 20 seconds. Toggle naive per-unit margin and watch the month inflate, then switch back to the deal-level figure that ties out to the cent.

E4E10

Dashboard Launcher

One place inside the CRM where a rep or manager finds every role-based dashboard, grouped by job.

In 20 seconds. Switch persona and the launcher reshapes itself around that job; arrow keys walk the cards and Enter opens one in place.

E10

Lead Routing Flow

The automation that hands each new lead to its branch team, starts the response clock and reports its own failures.

In 20 seconds. Press play and watch a run light up step by step on the demo clock; open the failed run and the Catch scope explains itself.

E3

Effort Ledger

Effort per award against budget, with locked months that reproduce exactly.

In 20 seconds. Lock February, enter a late correction, and the drift view shows exactly whose effort changed after the lock.

E6

Referral Desk

Every referral reaches the right center's intake team within about a minute, with a backstop.

In 20 seconds. Block the web form's capture, submit, fast-forward 15 minutes; the backstop creates it once and routes it.

E3E10

Incident Report

File an incident on the floor; investigation, signatures and an approval chain that depends on recordability.

In 20 seconds. File a report on the phone in under a minute, then watch a recordable incident pick up the extra approval step on its own.

E8E10

Plant Walk

Capture findings on a phone; the meeting deck and work orders come out automatically.

In 20 seconds. Add three findings with photos, press Generate deck, and a real PowerPoint downloads with one slide per finding.

Release Governance

Sandbox, Test and Production kept provably aligned through vendor releases.

In 20 seconds. Run the sweep and 120 checks go green; patch production directly and the scope gate flips to Blocked, naming the item.

E7

Plugin Pipeline Explorer

How a server-side rule set enforces business rules inside the save pipeline, stage by stage.

In 20 seconds. Send the same write-off as an associate and as a practice leader; race two approvers and exactly one wins.

E7