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Work — blueprints and products

What we build.

These are blueprints, not case studies. Each one is a build we can deliver, scoped and priced as described — and where a number appears, its source is printed beside it. Below them are the products we built and still run ourselves, which you can go and open.

DENTAL — GTA
6.4 hrs
Median callback, GTA dental

After-hours intake for a two-chair practice

An intake agent on the number and the website: answers, triages urgency, books into the practice calendar. The 9pm chipped tooth stops going to voicemail.

Read the case study →
FAMILY LAW — GTA
48%
Of firms reachable by neither phone nor email

Consultation intake for a family law firm

Qualifying intake that books consults without touching legal advice, conflict-screening fields captured at first contact, and document chasing that runs on a schedule.

Read the case study →
HVAC — GTA
Day 2 · 5 · 12
The quote follow-up nobody sends

Missed-call rescue for an HVAC company

Any unanswered ring gets an instant text that triages, quotes the call-out fee, and books the estimate. Every quote then follows itself up three times.

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ACCOUNTING — GTA
Apr 30
The deadline everything compresses toward

Onboarding autopilot for an accounting firm

Client onboarding, document collection, and deadline reminders that chase themselves — built in autumn so it is load-tested before February.

Details on a call →
Products — named, because you can go and open them

We don’t just build for regulated businesses. We run one.

Two of these are our own products, still ours to keep correct. ComplyWise is third-party risk management aligned to OSFI B-10, used by the kind of institution an examiner visits. CollabNorth resolves five provincial sales taxes by place of supply. The third was built for a licensed immigration practice, where the scope boundary is the product.

Anyone can build a compliance tool once and hand it over. Staying responsible for whether it is still right next quarter is the part that proves the rules were understood rather than transcribed. No adoption numbers here — we haven’t measured them, so we don’t claim them.

ComplyWise

Website + regulated SaaS platform

Our own product — built, shipped and operated

complywise.ca ↗

Third-party risk management for Canadian banks, credit unions, money services businesses and payment providers — the software a compliance team runs its vendor program in.

The hard part · OSFI B-10

The federal guideline sets six expectations a financial institution has to evidence, and an examiner can ask how any single risk tier was reached. So scoring could not be a judgement call in a spreadsheet: every tier, finding and report has to trace back to the outcome it satisfies, and still be defensible months later when the analyst who made it has moved on.

What shipped
  • Vendor register with automated risk tiering
  • Stepper-driven onboarding with live preliminary tiering and document collection
  • Baseline and comprehensive assessments, questionnaires distributed and collected automatically
  • Contract register with annual value, renewal dates and reminders before auto-renew locks in
  • Continuous monitoring, concentration and incident signals, review cadences by tier
  • A B-10 readiness score broken out across all six expectations, each with its own status
  • Board-ready reporting and regulatory filings generated from the same evidence
  • Passkey authentication, bilingual EN/FR
The ComplyWise landing page: “Third-party risk, under control.” — with the product’s own dashboard shown beneath it, listing pending reviews, open critical findings and overdue reassessments.

CollabNorth

Website + invoicing application

Our own product — built, shipped and operated

collabnorth.ca ↗

Canadian invoicing for contractors and small service businesses — quote to invoice to paid, without an accounting course first.

The hard part · Five sales-tax regimes

GST, HST, PST, QST and RST do not agree with each other, and which one applies depends on the place of supply rather than where you happen to be sitting. Most invoicing software is US-built and retrofits this badly. It also has to stay correct backwards: an invoice issued last year must keep showing last year's address and tax number even after both change.

What shipped
  • Tax resolved per line from place of supply and the assigned tax profile
  • Business snapshots, so issued invoices stay historically accurate when details change
  • Guided setup, then three steps from customer to sent invoice
  • Live PDF preview that updates as you type
  • Public invoice link customers open without signing in — view, print, download, confirm Interac e-Transfer
  • Quotes converting to invoices in one click; retainers regenerating on schedule
  • Aging buckets, cashflow chart and CSV export for the accountant
  • Automated reminders before and after the due date
  • A sample invoice you can build with no signup, using the same tax engine
The CollabNorth landing page: “Professional Canadian invoices in under two minutes.” — above the invoicing dashboard, with GST/HST, PST, QST and RST support called out.

Infinite Immigration

Website + client intake

Built for a licensed immigration practice

canada-immigrate-hub.lovable.app ↗

A boutique Canadian immigration practice led by Regulated Canadian Immigration Consultants, covering permanent residence, work, study, family and business streams.

The hard part · Licensed scope

An RCIC may do some things and not others, and a site that blurs the line creates a regulatory problem for the practice rather than a marketing one. Eight practice areas each had to be described accurately enough to set expectations, including the one that says plainly where the work stops and a lawyer is brought in.

What shipped
  • Eight practice areas — permanent residence, work permits, family sponsorship, business immigration, study, inadmissibility, settlement, and co-counsel referral
  • An assessment-then-written-strategy intake, with timelines, fees and risks set out before anything is filed
  • Scope boundaries stated on the page rather than buried in terms
  • Editorial structure built for people researching a decision, not skimming a brochure
The Infinite Immigration practice site: an editorial masthead over the headline “A considered path to Canada — quietly executed.”
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