Category: Case Study
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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…
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How Silverwings Benefits Grows from 100 to 5,000 Government Forms Monthly with Instafill.ai
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“I was amazed. It got everything perfect.”— Craig Lowther, Founder, Silverwings Benefits At a Glance Introduction Silverwings Benefits is a UK-based consultancy dedicated to helping clients apply for government benefits,…
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Scaling Client Service Without Scaling Staff: OneCert’s Automation Story
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“We’ve been manually taking information from Word PDF and putting it in another PDF.”— Jeremy Warner, OneCert Company: OneCertIndustry: Organic Certification and Agricultural ComplianceLocation: Nebraska, USA (primary office) with international…