Cost Segregation Portal
A U.S. cost-segregation firm ran every job across ClickUp, Gmail, Drive and hand-built Excel. I built the platform the whole firm now runs on, from first email to delivered report.
- A shared inbox with every email tied to its job, and an AI briefing per thread: whose move it is, what's new, next steps.
- Each job tracked from lead to invoice, with an AI live summary and the team's chat beside it.
- Every report is checked before it ships: AI reviews tie the key numbers to their sources and flag must-fix items.
- Remote site walks, and a no-login client portal where owners upload documents, up to 20 GB.
