Case studies
Twelve systems built for telecom, sales operations, legal, and finance teams. Seven have full written case studies covering the metrics, the controls, and the limits of each build. Client names are withheld unless the client has approved being named.
Quoting, lifecycle knowledge, and pricing
The three builds behind the numbers on the homepage. Each one keeps prices and calculations in deterministic software and keeps a named reviewer on AI-drafted customer output.
Quote Bot Hardening
Took a local-first Zulip quoting assistant from an initial code audit to a tested, eval-gated tool — reproducible builds, deterministic quote math, and a human-review gate, with the model structurally unable to invent a price.
"Pete got fast models running on our own hardware that are private enough for our most sensitive data — we're not sending anything to the cloud anymore."
— Jeff D. · Independent Telecom Consultant
Router Lifecycle Knowledgebase
Turns a twelve-tab device workbook into cited, end-of-life replacement answers in seconds — across 1,024 current and EOL devices, with source citations and visible coverage gaps.
"Instead of digging through a twelve-tab spreadsheet, my team asks one question and gets a cited answer on what's end-of-life and what replaces it. It's the first thing they open now."
— Ken A. · Client Partner, national wireless carrier
Pricing & Quote Intelligence
A unified pricing and deal-intelligence engine — 4,500+ SKUs across 7 vendors compiled into one deterministic catalog that flags end-of-life hardware and surfaces real deal economics before a quote goes out.
"Quote prep went from a couple of hours to under ten minutes — and it catches discontinued hardware before it ever reaches a customer."
— Corey H., Sales Engineering Lead · Wireless solutions partnerPipeline, call-flow design, and field survey
Two of these are in pilot. Each write-up states what has and hasn't been measured yet.
POTS Agentic Workflow
Turns a 60-second voice memo into a staged pipeline entry in under 30 seconds, with cited prospect research in under two minutes — an estimated 3–5 hours a week of after-call admin saved per rep, behind a rep-approval gate.
"My reps record a 60-second voice memo and the opportunity is in the pipeline before they've left the parking lot. We've stopped losing deals to forgotten follow-ups."
— Ken D., VP of Sales · Telecom Agency
One Talk Call-Flow Designer
A design-and-spec tool for Verizon One Talk call flows — freeform engineer notes become a schema-validated deployment design, rendered as a visual map, a provisioning spec, and a plain-English customer summary. Every deployment designed the same way: as validated data, not a drawing.
Read the full case study →
Cellular Site Survey
A mobile-first, offline field-survey app that walks a technician through a site — cellular signal readings, POTS-line inventories, and photos — for cellular-internet, POTS-replacement, Starlink, and One Talk jobs. A deterministic on-device engine scores the readings; the AI narrates the recommendation but never makes it.
Read the full case study →CRM, legal, finance, and POTS tracking
Compact snapshots from outside the core quoting stack, including legal and finance builds that run on local models so sensitive data stays in the building.
CRM Platform with AI & Microsoft Integration
Internal CRM tooling with AI enrichment wired into Microsoft 365 — find, enrich, sequence, and report on target accounts inside the Outlook and Excel tools teams already use, so a few people can run outbound at a scale that used to need a team.
Built for a cellular-router manufacturer.Dual Legal Analysis Tool
An adversarial "analyst + independent critic" workflow that pressure-tests every legal finding against an evidence rule before it reaches an attorney — surfacing weak or unsupported conclusions early, with a full audit trail and human sign-off on every call.
Built for a medical-malpractice law firm.POTS Tracker
Turns a sprawl of carrier bills and analog lines into one normalized inventory, a prioritized migration plan, and a live replacement tracker — so a portfolio that took days of back-and-forth to quote gets mapped, costed, and ready to act on the same day, with no line slipping through the cracks.
Built for a POTS-replacement hardware manufacturer.Financial Analysis (Local-Model)
Parses statements and bills and computes deal-level economics on local models, so confidential financials can stay inside the building — turning hours of analyst spreadsheet work into cited, exact-math output the finance team can stand behind.
Built for a law firm.Customer-Owned One Talk Approval Kiosk
An Android approval kiosk built and installed for testing in ~5 days — a first Android build delivered via supervised AI engineering: 168 tests written before the code, encrypted token storage, a tamper-evident audit chain, and a human owning every boundary.
Installed for testing; live approvals stay gated until real carrier page samples are in place. Case study →POTS Shutdown Tracker
Continuously tracks carrier copper and POTS shutdown and service-restriction notices by area, turning scattered regulatory filings into a plain-language risk read — so sites get migrated ahead of forced disconnections instead of scrambling after a line goes dead.
Built for a multi-site retailer.Start with the workflow that costs you the most.
Share what starts it, who handles it, and what happens when it's late or wrong. I'll tell you on a 30-minute call whether it's a fit.