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Workflows built for real offices.

We build the exact workflow your office needs, usually a first working version within days, on tools you already pay for: Jotform, Google Workspace, Zapier, QuickBooks. Clients stay anonymous here. Sector and region only.

5.0100% Job SuccessTop Rated31 jobs318 hoursUpwork
Healthcare

Patients still fill PDF forms on a clipboard?

3 cases

Home services

Still quoting every job over the phone?

1 case

Legal

New clients still work through a stack of intake questionnaires?

1 case

Staffing

Paying every month for agency software just to sign up families?

1 case

All work

Healthcare · CaliforniaLive

Unused OR hours now release themselves 48 hours ahead

Before
Surgery requests and OR availability went back and forth by phone and email. Unused OR time sat empty, and cancelled patients still got pre-op emails.
What we built
  • Online surgery request flow
  • OR availability on the web
  • Unused hours released automatically 48 hours ahead, with an email notice
  • Pre-op emails stop for cancelled patients
  • Bounced emails filtered out
Result
Live. Open OR time is released on its own, and cancelled patients no longer get pre-op emails.
48h automatic release of unused OR time
Healthcare · IndianaLive

HIPAA patient forms and daily dashboards, in one place

Before
Patient paperwork was printable PDFs, daily tracking was done by hand, and forms, website and payments were separate steps.
What we built
  • HIPAA-compliant patient forms
  • Daily tracking dashboards
  • A website the team edits themselves
  • Payment form
Result
Live.
Healthcare · TexasLive

Paper intake replaced by automatically signed PDFs

Before
Patients filled in intake and consent on paper forms.
What we built
  • Online intake and consent
  • Signed PDFs generated automatically
  • Records locked for security
Result
Live since July 2026. The paper forms are gone.
Staffing · MichiganLiveRepeat client

A $250/month agency tool replaced in about 11 hours

Before
The agency paid $250 a month for agency software.
What we built
  • Jotform-based CRM: registration, automatic emails, contract and payment
  • Later, a multi-day booking payment flow
  • Moved one button on their site
Result
Moving one button on their site brought new client sign-ups. Repeat client: they came back for the multi-day booking flow.
~11 hours to build$250/mo tool replacedJotform
Home services · New YorkIn progress

Guided quote requests instead of quoting by phone

Before
Quotes happened on the phone, and the website form only asked for a name, email and message.
What we built
  • New website
  • Guided quote request flow
  • Visibility in Google and AI search
Result
In progress.
LegalIn progress

14 intake questionnaires becoming one guided flow

Before
New clients faced 14 separate intake questionnaires.
What we built
  • One guided intake flow replacing the 14 questionnaires
  • Only asks what applies to the case
Result
In progress.
14 questionnaires merged into 1 flow
Distribution · Sydney, AustraliaDeliveredRepeat client

Warranty process with serial checks, connected end to end

Before
Warranty requests ran through email, as separate steps, with serial numbers checked by hand.
What we built
  • Warranty process connected end to end with Jotform forms
  • Integrations and automations across the supply chain workflow
  • Serial number checks
Result
Delivered for a distributor of Philips and Samsung brands. The client restarted the contract twice.
Jotform
Operations · TennesseeDeliveredRepeat client

Quarterly KPI reviews across departments, prefilled and signed

Before
Employee KPI evaluations were built by hand and chased over email.
What we built
  • Quarterly KPI evaluation workflows across departments
  • Prefilled tables
  • Employee self-review and manager forms
  • Evaluator signature emails
Result
Delivered, and it runs again every quarter.
Operations · OhioLiveRepeat client

One master sheet and an employee dashboard

Before
Staff built reports and spreadsheets by hand.
What we built
  • Google Apps Script master sheet
  • Employee dashboard
Result
Live, on an ongoing weekly retainer.
Google Apps ScriptGoogle Sheets
OperationsDelivered

Jotform, Zapier and QuickBooks working as one flow

Before
Forms and accounting were separate steps, with reports built by hand.
What we built
  • Jotform + Zapier + QuickBooks integration
Result
Delivered. Five-star Upwork review.
JotformZapierQuickBooks
OperationsDeliveredRepeat client

Delivered, then asked for three more projects

Result
Delivered in August 2026. The client asked for 3 more projects after delivery.
~12.5 hours of work3 more projects requested
NonprofitDelivered

Project intake restructured into clear categories

Before
Project intake ran as separate, disconnected steps.
What we built
  • Restructured the Jotform workflow
  • Reorganized intake categories
Result
Delivered.
Jotform
Nonprofit · Los AngelesIn progress

Membership applications that branch by tier

Before
Applications went through a generic form that asked the same questions of everyone.
What we built
  • Membership application with conditional logic per tier: Individual, Under 30, Partner
Result
In progress.
Retail · TorontoDelivered

A client onboarding portal for a gift box company

What we built
  • Client onboarding portal
Result
Delivered.
OperationsLive

Client Desk: a CRM you run by talking to it

What we built
  • A CRM you run through ChatGPT or Claude
  • Tracks clients, time, invoices and follow-ups
Result
Live.
ChatGPTClaude
Buri, ex-Jotform software engineer
Who builds this

Buri, ex-Jotform software engineer and product team lead (2020–2025). Runs the studio from Rome and works on US hours.

LinkedInUpwork

Book 20 minutes.

We build the exact workflow your office needs, usually a first working version within days, on tools you already pay for: Jotform, Google Workspace, Zapier, QuickBooks.

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