Category: Case Study
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Case Study: How a Toronto Real Estate Brokerage Processes Complex MLS and Compliance Forms with AI, Saving 40+ Hours Monthly
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Company: The Portnoi TeamLocation: Toronto, CanadaIndustry: Real Estate BrokerageUse case: Automating the completion of government real‑estate forms (MLS listing data, FINTRAC identification, purchase/sale agreements, waivers)Forms automated: ≈15 unique government and…
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Case Study: Real Estate Agency Automating Property Appraisals and Agency Agreements in New Zealand
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Client: New Zealand Real Estate Agency (under NDA)Industry: Real estate / property appraisal, listings, offersPrimary forms: Residential Agency Agreements; Agreement for Sale and Purchase (offers)Annual volume: 250+ property offer forms…
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Batch Filling New Jersey Tax Forms: Automating ST-8 Certificates for Construction Bookkeeping
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Client: BES BookkeepingIndustry: Construction / Accounting ServicesLocation: New Jersey, United StatesChallenge: Processing approximately 100 tax exemption certificates with multiple data fields across several tax years Executive Summary BES Bookkeeping, a…
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Case Study: Finance Firm Automates Merchant Cash Advance Agreements with Cognito Forms Integration
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At a Glance About the Company Lendero LLC is a US-based finance provider specializing in merchant cash advances, a funding model where businesses sell future receivables in exchange for immediate…
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Case Study: Automating Massachusetts Guardianship and Estate Planning Forms for Special Needs Legal Services
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Client: Mariscal Special Needs LawIndustry: Legal Services (Special Needs Planning)Use Case: Massachusetts Probate Court forms – Guardianship petitions, treatment plans, bonds, and estate planning documentsForm Volume: 50+ guardianship and estate…
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Veterans Services Case Study: Enhancing Complex VA Disability Benefits Questionnaire Processing
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Client: Operation Veterans EdgeIndustry: Veterans services/benefits assistanceLocation: United StatesUse case: Automating U.S. Department of Veterans Affairs Disability Benefits Questionnaires (DBQs) for multiple body systems (neck, back, hip, knee)Key challenge: High‑volume,…
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Case Study: How an Australian Medical Practice Automated DVA Diagnosis Form Processing
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Company: Med For MenIndustry: Healthcare / Medical ServicesLocation: Brisbane, AustraliaUse Case: Medico-legal form automation for veterans’ claimsForm: DVA Diagnosis Form for provisional and final diagnosesVolume: Roughly 15–30 patients per month,…
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Case Study: How a Government IT Contractor Transformed RFP Form Processing with AI
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Company: Pins Inc.Industry: IT services for government contractingLocation: United StatesUse Case: Automating state and local government RFP formsForms: Multiple state-specific attachments, including equal pay disclosures and minority employee reports that arrive as…
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Case Study: How a Spanish Heat Pump Company Automated Multi-Regional HVAC Legalization Forms
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Company: GonidoLocation: SpainIndustry: Renewable Energy / HVAC InstallationUse Case: Multi-regional permit and legalization document automationForms: Multiple Spanish government forms across multiple autonomous communities About Gonido Gonido specializes in heat pump…
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Case Study: Automating IRS Form 5472 batch form filing for an international tax consultancy
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Company: Protect Your WealthIndustry: Financial and Tax Advisory ServicesLocation: USAUse case: Annual compliance packages that include IRS Form 5472 for multiple clients with foreign ownership of U.S. entities Executive summary…