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SYSTEMS PORTFOLIO

Systems that strengthen broker pipelines and deal operations

Explore what Systemify has built across valuation, seller sourcing, qualification, communications, documents, CRM, reporting, and operational handoffs. Direct M&A work appears first; broader projects are labeled as transferable experience.

How to read this portfolio: The Law Practice Exchange projects are directly relevant to business-sale workflows. The remaining clients are not brokerages; they demonstrate underlying system patterns that may transfer to a brokerage after its data, process, controls, and market are assessed.

DIRECTLY RELEVANT M&A WORK

Valuation and seller sourcing systems

Selected implementations for The Law Practice Exchange, a marketplace focused on buying and selling law firms.

The Law Practice ExchangeLegal / M&A MarketplaceDirect M&A evidence

Law Firm Valuation System Rebuild

The operating problem

A browser-dependent, sequential valuation workflow regularly approached its execution limit and required a more reliable operating model.

The system delivered

Background execution, parallel processing where dependencies allowed it, and retrieval-backed AI were connected in a rebuilt valuation workflow.

  • Valuation workflow
  • AI reliability
  • Document creation
Evidence boundary

Direct M&A implementation; project timing and architecture records

n8nOpenAI Responses APIVector StoresGoogle Apps ScriptWebhooks
Review the implementation
The Law Practice ExchangeLegal / M&A MarketplaceDirect M&A evidence

AI Buyer–Seller Match Engine

The operating problem

Buyer and seller fit must be assessed across disconnected CRM records and live marketplace listings.

The system delivered

A proposed natural-language search, structured filters, transparent ranking, and user-approved outbound fallback would connect the matching workflow.

  • Buyer–seller matching
  • Search
  • Qualification
  • CRM integration
Evidence boundary

Client project brief; proposed scope, not a delivered implementation or outcome claim

Claude AIHubSpot APIMarketplace.lawApollo APIMake or ZapierReact or Next.js
Review the implementation
TRANSFERABLE SYSTEMS EXPERIENCE

Comparable operating patterns from other industries

These projects show reusable approaches to intake, qualification, follow-up, documents, reporting, CRM design, integrations, and controlled AI without presenting the clients as business brokers.

Financial Services AgencyFinancial ServicesTransferable experience

Sales Process Automation — KYC + AI Suitability Reports

The operating problem

KYC preparation and suitability-report drafting created repeated document work for each financial-services lead.

The system delivered

CRM intake, KYC generation, AI-assisted drafting, and professional review were connected before client delivery.

  • Qualification
  • Document creation
  • Human approval
Evidence boundary

Transferable pattern; project-reported timing is not independently audited

n8nClaude APICRM APIGoogle Sheets APIEmail Automation
Review the implementation
Based BodyworksD2C / E-commerceTransferable experience

Custom Influencer Management CRM

The operating problem

Influencer records, contracts, performance data, and payment calculations were spread across more than 250 spreadsheets.

The system delivered

A custom CRM centralized the records, operational stages, approvals, calculations, and reporting views.

  • CRM consolidation
  • Data operations
  • Reporting
Evidence boundary

Transferable pattern; delivered system and project inventory

Replitn8nSupabaseSocial Media APIs
Review the implementation
Mass Tort Marketing AgencyMarketing AgencyTransferable experience

Ad Comment Moderation & Lead Engagement Automation

The operating problem

A legal-marketing team needed consistent comment handling across more than 100 advertising accounts.

The system delivered

Webhook monitoring, classification rules, defined actions, and a review path for ambiguous comments were connected.

  • Lead response
  • AI classification
  • Human review
Evidence boundary

Transferable pattern; implementation scope without salary or conversion attribution

n8nMeta Graph APIAI Sentiment Analysis
Review the implementation
Lux ArmonyD2C / E-commerceTransferable experience

Dynamic Psychological Pricing by Country

The operating problem

Currency conversion and market-specific rounding rules required repeated pricing maintenance across more than 20 countries.

The system delivered

Geolocation, currency data, and documented pricing rules were connected to the storefront display workflow.

  • Rules automation
  • Data processing
  • Quality control
Evidence boundary

Transferable pattern; delivered rules engine without revenue attribution

Shopify APIn8nIP GeolocationPricing Rules Engine
Review the implementation
EndureD2C SupplementsTransferable experience

Customer Retention & Follow-Up Automation

The operating problem

A small team was tracking customer follow-up dates manually and needed each next action surfaced with context.

The system delivered

Order events trigger timed Slack reminders so a team member can handle the customer communication personally.

  • Follow-up
  • Communications
  • Pipeline reminders
Evidence boundary

Transferable pattern; workflow behavior without retention attribution

n8nShopifySlack API
Review the implementation
LiveDove MediaMedia Buying AgencyTransferable experience

Automated Client Reporting Dashboards

The operating problem

Advertising data was repeatedly exported and assembled into static client reports by hand.

The system delivered

Scheduled data collection, Google Sheets, and connected Looker Studio dashboards created a recurring reporting flow.

  • Reporting
  • Dashboards
  • Data integration
Evidence boundary

Transferable pattern; delivered data flow and public client testimonial

Google Apps ScriptMeta Ads APIGoogle SheetsLooker Studio
Review the implementation
Amington HallWedding Venue / EventsTransferable experience

Automated Custom Quote Generation

The operating problem

Staff moved lead details and pricing inputs manually between Pipedrive and Google Sheets for each quote.

The system delivered

A triggered integration maps CRM data and pricing rules into a quote draft that remains subject to staff review.

  • Lead response
  • Document creation
  • CRM integration
Evidence boundary

Transferable pattern; project demonstration and public client testimonial

Google Apps ScriptMake.comPipedrive APIGoogle Sheets
Review the implementation
Amington HallWedding Venue / EventsTransferable experience

Lead Qualification Form — Auto-Generate 3-Page Lead Profiles

The operating problem

A basic inquiry form left the venue team to collect important qualification details during later conversations.

The system delivered

Expanded intake captures the agreed fields and prepares a structured lead profile for the team.

  • Lead qualification
  • Intake
  • Document creation
Evidence boundary

Transferable pattern; implemented intake and document workflow

Custom Formn8nGoogle Docs APIGoogle Drive
Review the implementation
Varvier FiltrationIndustrial ManufacturingTransferable experience

AI-Powered Smart Cold Email Automation

The operating problem

Prospect sourcing, deduplication, personalization, and reply handling were separate manual tasks.

The system delivered

The workflow connects prospect batches, CRM checks, message preparation, campaign entry, and reply routing.

  • Lead sourcing
  • Qualification
  • Follow-up
Evidence boundary

Transferable pattern; configured capacity is not delivered pipeline growth

Apollo APIInstantlyn8nAI PersonalizationCRM Integration
Review the implementation

YOUR BROKERAGE

Start with the pipeline or deal constraint that matters most

We will review your current buyer and seller pipeline, systems, data, handoffs, and approval points before recommending what to build.

Talk to a Broker Systems Expert

No claim that another company’s outcome will repeat in your brokerage.