One deep engagement. No case-study theater.
The practice began inside a real estate firm. Names redacted. What follows is the before, the build, and what the team can do now that they couldn't do six months ago.
Real estate acquisitions & investor relations2026Ongoing since 2024Anthropic + Attio + GoHighLevel + Microsoft 365 + Supabase
One workbench for a firm that was running on five tools.
A growing real estate investment firm had stitched together GoHighLevel for investor relations, Attio for acquisitions, Microsoft 365 for everything else, and a pile of shared spreadsheets. We built a single workbench that pulls every deal document, email, and conversation into one place — drafting LOIs, running underwriting, flagging due-diligence risks — with a memory layer that compounds as the team grows.
A small team managing rapid deal flow across three systems that did not talk to each other. Context fragmented across GoHighLevel, Attio, and Microsoft 365. Junior team members re-reading entire email chains to reconstruct a deal's history. LOIs drafted by hand from a template; underwriting rerun in spreadsheets for every new property. No shared memory — when someone left, the context left with them.
A workbench inside their own stack — not a rented dashboard. Connections into GoHighLevel, Attio, and Microsoft 365, with deal documents and email threads indexed together so any team member can ask “what happened with this property” and get a real answer. Claude-backed agents draft LOIs from the underwriting inputs and surface due-diligence flags from the property documents. A custom task system — deliberately not Monday or ClickUp — because the tasks follow the deal, not the person. A memory layer that learns as the firm learns: every closed deal, every broker interaction, every “we won't touch that asset class again” decision gets woven into what the system expects next.
Underwriting turnaround cut from half a day to minutes. LOIs drafted in the time it takes to review them. Due-diligence flags caught before human review. New team members onboarding in days, not months — because the system has the context. The memory layer now answers questions the team didn't know how to ask six months ago.
In the six months since
- Memory layer now answers “did we ever look at this broker” with context.
- Underwriting turnaround cut from half a day to minutes.
- Task system adopted across acquisitions, IR, and asset management.