Formix
Eliminating manual data entry and speeding up proposals for a professional services firm.
2025
Year
12 Weeks
Time frame
Professional Services
Industries
//The Challenge
Formix's consultants spent hours each week copying client data between systems and assembling proposals by hand. The manual work was slow and error-prone, and it pulled senior staff away from billable client time. Inconsistent documents also made the firm look less polished than it actually was.
//What We Built
We built an automation that pulls client details from intake forms straight into their CRM and project tools, ending the double entry. We also created an AI proposal generator that drafts tailored, on-brand proposals from a short brief, which the team reviews and sends in minutes instead of hours.
//The Outcome
20h
Weekly Hours Saved
-94%
Data Entry Errors
-97%
Reconciliation
Case Studies
More Case Studies.
More Case Studies.
Formix
Eliminating manual data entry and speeding up proposals for a professional services firm.
2025
Year
12 Weeks
Time frame
Professional Services
Industries
//The Challenge
Formix's consultants spent hours each week copying client data between systems and assembling proposals by hand. The manual work was slow and error-prone, and it pulled senior staff away from billable client time. Inconsistent documents also made the firm look less polished than it actually was.
//What We Built
We built an automation that pulls client details from intake forms straight into their CRM and project tools, ending the double entry. We also created an AI proposal generator that drafts tailored, on-brand proposals from a short brief, which the team reviews and sends in minutes instead of hours.
//The Outcome
20h
Weekly Hours Saved
-94%
Data Entry Errors
-97%
Reconciliation
Case Studies
More Case Studies.
More Case Studies.
Formix
Eliminating manual data entry and speeding up proposals for a professional services firm.
2025
Year
12 Weeks
Time frame
Professional Services
Industries
//The Challenge
Formix's consultants spent hours each week copying client data between systems and assembling proposals by hand. The manual work was slow and error-prone, and it pulled senior staff away from billable client time. Inconsistent documents also made the firm look less polished than it actually was.
//What We Built
We built an automation that pulls client details from intake forms straight into their CRM and project tools, ending the double entry. We also created an AI proposal generator that drafts tailored, on-brand proposals from a short brief, which the team reviews and sends in minutes instead of hours.
//The Outcome
20h
Weekly Hours Saved
-94%
Data Entry Errors
-97%
Reconciliation
Case Studies