Case studies
Results for firms like yours
Real projects for professional services firms: what was slowing them down, what we built, and what changed for the founder and the team. Client names are shared only with permission.
Browse by service
Latest case study
-
1 Discovery Call Replaced Months of Guesswork About Systems and Costs
Read case study →: 1 Discovery Call Replaced Months of Guesswork About Systems and CostsHow we turned a tangled mess of SalesMate, Xero, paper notebooks, and a Google taskboard into a phased implementation plan, before writing a single line of automation.
More case studies
Explore more results
-
100% of Brokerage Operations Moved Into One ClickUp Workspace
Read case study →: 100% of Brokerage Operations Moved Into One ClickUp WorkspaceHow we built a single ClickUp workspace running every part of a growing real estate brokerage.
-
From Manual Follow-Up To 8 Automated Workflows
Read case study →: From Manual Follow-Up To 8 Automated WorkflowsHow we automated overdue invoice follow-up in Zapier, connecting Xero and Outlook for a building compliance consultancy.
-
From Intake To Invoice On 1 Connected System
Read case study →: From Intake To Invoice On 1 Connected SystemHow we connected SmartSuite, SharePoint, QuickBooks, and Timely into one operating system for a telecom engineering firm.
-
1 Consulting Call, 1 Working B2B Sales Pipeline
Read case study →: 1 Consulting Call, 1 Working B2B Sales PipelineHow we took a manufacturer who had given up on HubSpot and got them running a custom sales pipeline that matched their…
-
100% Consistent Reporting Across Clients With Unified Custom Fields
Read case study →: 100% Consistent Reporting Across Clients With Unified Custom FieldsHow we built a ClickUp operation tracking time, content, and team performance across every client for a digital content agency.
-
370+ Manual Deal Updates Eliminated Every Month
Read case study →: 370+ Manual Deal Updates Eliminated Every MonthHow we automated a HubSpot sales pipeline for a financial advisory firm with strict compliance rules, so deals move themselves through stages…
-
20+ Hours of Weekly Admin Eliminated by Replacing 5 Systems and an Excel Library
Read case study →: 20+ Hours of Weekly Admin Eliminated by Replacing 5 Systems and an Excel LibraryHow we built a unified business management system for a custom timber coating manufacturer running two distinct production lines, hundreds of bespoke…
-
From Email And WhatsApp To 1 Branded Client Portal
Read case study →: From Email And WhatsApp To 1 Branded Client PortalHow we set up a white-label client portal in Kitchen for an independent mentor running a 1-on-1 practice.
-
How Avo Solutions, Inc Became A Long-Term Proprium Partner
Read case study →: How Avo Solutions, Inc Became A Long-Term Proprium PartnerWhat started as a small automation fix has grown into a multi-project partnership with Avo Solutions, Inc. The partnership now spans operations,…
Work with Proprium
Want this running in your firm, without you in the middle?
Show us how you work today. In 15 minutes we’ll tell you what to fix first, and what it would take.
No pitch deck. You’ll leave knowing what to fix first.