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/ Case study, Professional services · Harare

From first enquiry to invoice, fully automated

Client intake, file setup, document drafting, and billing wired end to end for a Harare practice.

From first enquiry to invoice, fully automated
11 hrs
saved / matter
100%
billed on time
3 sys
consolidated
01 / Where they started

The situation on day one

The business was being run out of WhatsApp chats, spreadsheets and a few notebooks. Enquiries came in after hours and sat unanswered until morning. Growth was limited by how much the same two or three people could carry in a day.

  • · Customer enquiries lost between WhatsApp, calls and email
  • · Reports rebuilt by hand every Monday morning
  • · No one place to see leads, orders and follow-ups
02 / How we approached it

One operating system, not ten integrations

Instead of buying more software, we built one system on top of the tools they already use. AI handles the repetitive work end to end, in English and Shona. The team only steps in when something needs a human decision, in WhatsApp and on their phones.

Working sessions with the owner, sales and admin
Audit of the tools, data and WhatsApp lines already in use
Custom agents with a human checking anything unusual
Build, monitoring, and a safe way to switch back if needed
Team training, simple written steps, and a 30-day review
03 / Delivery timeline
  1. Week 1
    Discovery & audit

    Sat with the team, mapped how work actually gets done, and picked the change with the biggest payback.

  2. Week 2
    Blueprint & sign-off

    Agreed the plan, the numbers we would move, and a fixed scope and price in US dollars.

  3. Week 3, 4
    Build & wire-up

    Built the system, connected WhatsApp, the website and the tools they already pay for, and tested it on real enquiries.

  4. Week 5
    Go live & handover

    Switched it on, trained the team in person, and set a monthly review in plain language.

04 / What we used

Vendor-agnostic by design

We picked the best tool for each job, kept costs in US dollars and predictable, and wired them together. If a tool stops earning its keep, we swap it out without rebuilding the system.

OpenAIAnthropicn8nSupabaseRetellTwilioHubSpotSlack
05 / What changed

A system the team actually owns

Hours came back to the team. Customers get answers in minutes instead of the next day. The owner stopped asking for reports because the numbers are already on the screen. Six months in, the system has more than paid for itself.

"It stopped feeling like a project and started feeling like how we run the business."
Operations lead, Professional services · Harare
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