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Work

What we'vebuilt.

Four projects across internal tools, client portals, and operations software. Each a real problem, solved from scratch.

4

projects

9mo

avg. timeline

100%

on time

01

Meridian

Financial operations, clarified.

60%

reduction in reporting time

Internal Dashboard2024
Next.jsPostgreSQLPrisma
Case study
Meridian — Financial OperationsMeridianFinancial OperationsOverviewCash PositionAP / AREntitiesReportsSettingsGood morning, JamesQ3 2024 · All entities · Updated 2 min agoTotal Cash$4.2M+8.3%Net AR$1.8M+12.1%Outstanding AP$640K-4.2%Cash Flow · Last 12 monthsJanMarMayJulSepNovInflowOutflowEntitiesHoldings Co.$2.1MRealty LLC$1.1MTech Fund$680KAdvisory$320KRecent TransactionsVendor payment — Apex Systems-$24,500TodayClient receipt — Stratford Group+$87,200YesterdayOperating transfer — Realty LLC-$12,000Oct 14AP Due This Week$148K3 invoices pending approvalReview Invoices →
02

Holdco Portal

Structured access for stakeholders.

0

sensitive docs sent via email post-launch

Client Portal2024
Next.jsSupabaseTypeScript
Case study
Holdco Investor PortalHoldcoINVESTOR PORTALOverviewDocumentsReportsCommunicationsCapital AccountJames WhitmoreJWQ3 2024 Partner SummaryAs of September 30, 2024 · All figures in USDDownload PDFCapital Account Value$2,847,500Class A LP InterestDistributions YTD$142,375+5.0% yieldUnrealized Gain+$347,500Since inceptionOwnership Interest12.4%Of total fundRecent DocumentsPDFQ3 2024 Partner ReportNewOct 15, 20242.4 MBPDFCapital Account Statement — Sep 2024NewOct 1, 2024890 KBPDFDistribution Notice — Q3 2024Sep 28, 2024340 KBPDFQ2 2024 Partner ReportJul 12, 20242.1 MBPDFAnnual Report 2023Feb 3, 20248.7 MBPDFPartnership AgreementJan 10, 20231.2 MBCapital Account GrowthQ4'22Q1'23Q2'23Q3'23Q4'23Q3'24NotificationsQ3 Report now available2h agoDistribution of $47,458 processed3d agoCapital account updated1w ago
03

Fieldwork

Operations CRM for teams in the field.

34

technicians dispatched daily

Operations CRM2024
ReactNode.jsSQLite
Case study
Fieldwork — OperationsMike R.Sara K.James O.Priya M.Tom B.Dana W.On siteIn transitIdleToday's JobsOct 16, 2024 · 34 scheduled · 8 complete+ NewJOB-1041Harmon PropertiesHVAC Service👤 Mike R. · 9:00 AMCompleteJOB-1042Sunset MallElectrical Inspection👤 Sara K. · 10:30 AMIn ProgressJOB-1043City Center TowerPlumbing Repair👤 James O. · 11:00 AMEn RouteJOB-1044Riverside AptsFire Suppression👤 Tom B. · 1:00 PMScheduledJOB-1045Northgate OfficeGenerator Maint.👤 Dana W. · 2:30 PMScheduledJOB-1046Harbor View HotelAC Installation👤 Priya M. · 3:00 PMScheduledFleet Status32 active · 4 idle · 2 offlineRegion North12/14Region South11/12Region East9/12
04

Prentice

Onboarding that respects the client.

4d → 4h

average onboarding time

Onboarding Portal2025
Next.jsStripePostgreSQL
Case study
Prentice — Client OnboardingPrenticeCLIENT ONBOARDINGActive Onboardings+ NewHarrington & Co.Step 3 of 5Westfield PartnersStep 5 of 5Archer ConsultingStep 1 of 5Nova CapitalStep 2 of 5Summit AdvisoryStep 4 of 5Clearwater LLCAwaiting docsHarrington & Co.Onboarding started Oct 10, 2024 · Primary: James HarringtonSend NudgeWelcomeKYC FormAgreementDocumentsCompleteEngagement AgreementSign Document →SignaturesJames HarringtonSignedSarah ColePendingZelphor RepSignedDocument ChecklistCertificate of Inc.ID VerificationBank StatementActivityJames Harrington signed the engagement agreement2h agoOnboarding reminder sent via email1d agoKYC form completed and verified2d ago

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