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An estate planning office at night, a recorder on the desk next to a lit lamp.

Case 01 of 07 · an estate planning firm

Contracts without copy and paste.

Contracts were assembled by hand from scattered data. The CRM brings records together and generates Word documents for the team to review and send for signature.
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AI-generated photo.

Scene · 16:20

What happens at 16:20

The meeting recorded in the browser becomes a transcript with speakers, minutes and a contract that comes out of the CRM already filled in, for the firm to review and send for signature.

Meeting recorded in the browsertranscript with speakers
  1. Planner · 00:12Let’s start with the holding company and leave the will for our next meeting.
  2. Client · 00:31I’d rather do it that way. Do all the rental properties go in?
  3. Planner · 00:48All three, yes. The family home stays out for now.
Minutes ready

Decision: a holding company with the rental properties. To do: the property certificates.

Illustrative scene, with synthetic data.

In production

What we built

  • CRM with a 7-stage audited pipeline, a partner portal and a sales report

  • 30 contract types generated from the CRM, ready in Word

  • Meetings recorded in the browser become transcripts with speakers and minutes

  • Proposal portal with e-signature

  • Service agents on the official WhatsApp, handling collections and scheduling

  • Weekly executive briefing in PDF, written by AI

Architectureat a glance
  1. Official WhatsApp and meetings recorded in the browser
  2. Service and transcription agents
  3. CRM with an audited pipeline and a partner portal
  4. Contracts in Word, proposals for signature and a weekly briefing

Governance

Where a person decides

A person in control

  • Every pipeline stage change is logged, with who changed it and when.
  • The firm reviews each contract the system generates before it goes out for e-signature.

Risks handled

  • The unofficial WhatsApp line, which dropped several times a day, was replaced by the official WhatsApp Business Platform.
  • An audit trail on the pipeline and separate access for the partner.

Technology · WhatsApp Business Platform, transcription with speaker separation, DOCX and PDF generation, Supabase

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