From three hours of account setup to a workflow that runs itself.
Every new account triggered three hours of cross-tool data entry across CRM, billing, and the onboarding tracker. Mistakes surfaced two weeks later as billing disputes and missed SLAs.
What we built
A workflow system with agent-driven steps for the routine path — data reconciliation between CRM and billing, contract document drafting, and exception routing. A reviewer console for the edge cases the team actually needs to see. Built on laravel-swarm and the team's existing stack.
What changed
Per-account ops time dropped ~85%. Billing disputes traceable to onboarding errors dropped to near zero. Leadership got a single source of truth on every new account — without adding headcount.
Ops time / account
~85% lower
Billing disputes
Near zero
First system live
~6 weeks
New hires
None