SaveYa Tech
Case Studies

What we built. How it actually runs.

These are production systems law firms rely on every day: an intake system that opens the Clio matter when the engagement comes back signed, a complete firm phone system where calls become time entries, and dashboards that show the owner the whole firm live. Clients stay anonymous. The work is real.

Also in production

Law · Lead conversion

A New Jersey injury firm grew lead quality by 70%, and Spanish-language leads climbed from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up.

What we build for law firms

Wealth management

A wealth-management firm runs its operations on our platform with every action logged to an append-only audit trail and client financials always redacted. Automation that holds up to a compliance review.

What we build for wealth management

Every system here reads and writes through governed API integrations, stages the consequential steps for a person at the firm to approve, and logs every automated action. That posture is the same across every build. See how we handle your data and the platform it all runs on.

Want a system like one of these?

Tell us how your firm runs today. We will tell you exactly what we would build, and what it would cost, before you commit to anything.

Book a $250 Consult

The consult: one hour with the team. You leave with a clear plan and a real price. Credited toward your build if you move forward.