The challenge
Service work breaks down when requests, documents, follow-ups, approvals, and payments live in different places. The system needed to make the next action clear without forcing a team to become software experts.
The approach
- Connect the client-facing request experience with the internal operating workflow.
- Build document, notification, billing, and automation states around real handoffs rather than isolated features.
- Use AI as decision support while keeping review, evidence, and human approval visible.
What this work demonstrates
- A production-scale application with multiple user roles
- Real workflow, document, billing, and automation architecture
- AI features designed around accountability rather than novelty