Body of Work
Every engagement, one line each.
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Shared Substrate · Platform Agnostic by Construction · 3 Runtimes
ShippedThe Integration Library: The Platform Name Is a Value, Not a Code Path
Shared Substrate · Platform and Runtime Portability
Read the work page quickly and it looks like a TLDCRM and Slack practice. It is 7 deployments of 1 library, and those 2 names are a fact about which agencies hired us rather than a limit on what the substrate reaches. Handler interfaces carry the workforce vocabulary, platform interpreters carry the wire conventions, and a client overlay carries only what differs for 1 tenant. A different CRM is 1 interpreter and 1 config. The same specification also runs on Python, .NET and Node, and that port changed 272 lines of code sample and 0 lines of doctrine.
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Marketing Attribution · Web to Phone · Compliance as Code
ShippedThe Attribution Chain: From Ad Click to Enrolled Policy
Paid Acquisition · Web to Phone Identity · Regulated Marketing
A health agency was buying traffic it could not connect to a single sale. 1 phone number sat across 355 links, so the source of every call was erased the moment somebody picked up. A 177 page brochure site became a Node application with its own database, its own attribution chain, and compliance obligations enforced by code instead of by a paragraph on a page. 19 public routes, 13 admin pages, 15 tables, 43 indexes, 0 ORMs.
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Operational Visibility · Workforce Surface · Platform Anchor
ShippedCadence™: Your Whole Operation, Visible
Practice Operations · Calendar as Surface Coordination
Your entire operation, visible on the surface where the working day actually happens. Cadence keeps your system of record authoritative and projects every callback, appointment, and commitment onto your team's calendar within minutes, with 0 duplicates, with state visibly tracked. The production deployment of the LionsHead Integration Library. 2 layer dedupe, 3 stream observability, BI ready trace emission, starter dashboard out of the box.
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Client Recognition · Priority Surfacing · Real Time
ShippedVoicemail Priority Pipeline: Existing Clients First
Client Recognition · Real Time Priority Surfacing
Existing clients should never wait while you triage cold inbound. The pipeline cross references every voicemail against your book of record, surfaces priority callers in real time on the surface where your team already lives, and quietly rolls cold prospects into a morning digest. Self healing backfill on every cycle so a transient upstream hiccup never costs you a voicemail.
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Practitioner Routing · Live Coordination · Portable Framework
ShippedEnrollmentTraQ™: Route Inbound to the Right Practitioner
Multi Practitioner Coordination · Live Inbound Routing
As you scale past doing the work yourself, the inbound has to reach the right practitioner. By specialty, license, state, availability, whatever constraints actually govern your practice. EnrollmentTraQ tracks live availability, applies your routing rules automatically, and explains in plain English why a given practitioner isn't eligible. The first production deployment of the LionsHead Integration Library, messenger agnostic and ready to port to Teams, Discord, or any other surface.
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Real Time Recognition · Statistical Performance Flag · Cost Intelligence
ShippedHerald: The Floor, Heard the Moment It Moves
High Velocity Sales Operations · Real Time Recognition & Cost Intelligence
The sales floor produces truth faster than any report can catch it. Herald catches it in 20 seconds. A deployed metasystem that watches a high velocity, paid lead sales practice in real time, recognizes every close, and speaks, in the team's own Slack, the instant a number moves. It reads across the dialer, the CRM, and the finance side at once, so recognition lands while it still means something, cost surfaces while it can still change an outcome, and the single agent who genuinely needs a hand is found by a real significance test instead of a gut call. Built on the same substrate that runs securities infrastructure, pointed at the floor.
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Quality at Scale · AI Scoring · Compliance Export
CALIPER™: Quality at Scale
Regulated Communications · QA Compliance Automation
Keep quality high once you're no longer the one making every call. CALIPER scores every recorded conversation against your rubric, exports the audit grade documentation to the format your regulator or client expects, and emits it again when scores get revised. All driven by a single YAML deployment file. Multi vendor scoring abstraction, classified transport layer retry, hash based state ledger. The deepest production deployment of the LionsHead Integration Library.
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Commission Integrity · Lifecycle Ledger · Multi Vertical
ShippedBOB Wrangler: The Book, Held Against a Second Source
Book of Business Reconciliation · Commission Integrity
Did your upline actually pay you what they owe? A book of business is only as honest as the statement it is checked against, and most books are checked against nothing. BOB Wrangler carries every policy through a lifecycle with 2 independent statuses, what the carrier says about the policy and what the counterparty says about the payment, then overlays statements onto it additively so a policy nobody paid on cannot go quiet. Multi tenant, and multi vertical through a vocabulary layer, so the same screen serves a securities desk and an insurance agency.
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Revenue Recovery · Predictive Reconciliation
ArchiveRTR™: Recover the Revenue Slipping Through Your Books
Revenue Reconciliation · Predictive Financial Operations
Recover the revenue slipping through your books before the statement closes, not after. RTR cascades through 3 identity surfaces to match every dollar of inbound payment against your book of record, predicts next cycle outcomes by category, and flags audit bait before the period closes so leadership has the window to act. The clawback surprise becomes a predicted line item, not an event.
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OCR · Progressive Crop and Confirm · Verification
ArchiveOCR Policy Checker
Health Insurance · Policy Reconciliation
An Optical Character Recognition (OCR) pipeline that reads policy status straight off the screens your team already checks by hand, and stays accurate on almost every record with no custom model to train. Instead of one fragile full screen read, it works in small, confirmed steps, find the record, crop to the table, isolate the row, then check each field. When a step can't confirm, it flags the record for review with a reason instead of guessing, and every verdict carries its own audit trail. It reconciles policy state against the carrier of record overnight, so health agencies stop reconciling by hand.
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Bulk Mutation · Sessioned Ingress
ArchiveMass Policy Ingress Engine
Policy Operations · State Reconciliation
Spreadsheet driven bulk policy state mutations with session pooled HTTP and a full audit trail written back into the workbook.
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Agent Performance · CPA
ArchiveSpectrum™ Sales and Agent Performance Tracker
Sales Performance · Cost Per Acquisition
Real time agent profitability instrumentation with a statistics driven watch list and chunked messenger reporting.
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CRM · Slack · Real Time
ArchiveLive Sales Feed Integration
Sales Operations · Real Time Coordination
Real time CRM to messenger sales broadcast with idempotent polling, self pruning deduplication, and 0 backfill on restart.
Architectural briefs, sanitized code excerpts beyond what's shown on the main case study page, verifiable production metrics, and live demos are all available during a Discovery & Architecture Blueprint engagement, under NDA where the engagement requires it.
Earlier Engagements
Before the system practice took shape.
Across media and securities. The analyst's eye and the builder's hands, converging into the automation metasystems work that defines LionsHead now.
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Media Production · CRM Build
EarlierViewpoint Project
Media Production · Operational Coordination
Designed and built a custom CRM for a high profile production venture. A single place for stakeholder communication and production state to live, so scheduling and budget decisions stopped getting made on partial information. The first ground up build behind what became the system practice.
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Securities · Financial Analysis
Earlier24/7 Wall St.
Securities · Market Intelligence
Financial analysis, market research, and data mining for a leading financial news outlet, pulling signal from raw market and news data, then turning it into visualizations the editorial team could actually use. The repetitive, manual shape of that pipeline is where the instinct started, the analysis was a system waiting to be built.
Engage
See the full architecture.
The case studies on this page are summary teasers. The full architectural briefs (diagrams, code excerpts, measured outcomes) are available under engagement. Start with the Discovery & Architecture Blueprint to access them.