Projects
Apex Dental — 24/7 Voice AI & Scheduling
At riskDeploy Vapi voice AI + Cal.com and EHR integration for 5 dental clinics: emergency triage, after-hours appointment scheduling, and automated SMS reminders.
Architect is finalizing the Cal.com scheduling fallback for ACM-142 Apex Dental voice prompt
Nexus Freight — Automated Driver Dispatch
At riskEnd-to-end load dispatch automation: parse broker rate confirmations (PDF OCR in n8n), match available fleet drivers via Twilio SMS, and update McLeod TMS database.
Engineer is running validation load tests for a fix on ACM-156 Nexus Twilio webhook timeouts
Vanguard Legal — Case Intake RAG & Clause Extractor
On trackAutomated legal intake agent and vector RAG pipeline for Vanguard Law Partners: pre-qualifies personal injury claims and flags high-risk contract liability clauses.
Writer marked as blocked Write client handover SOP & fallback guide for Vanguard Legal RAG system
Agency Outbound Engine & Cold Pipeline
On trackAutomated B2B lead generation: Apollo & Google Maps scrapers, multi-touch cold email sequences on Smartlead, and automated audit decks for dental, logistics, and legal prospects.
Marketer requested approval from Sarah on Approve healthcare outbound sequence & positioning copy
Multi-Tenant Webhook Gateway & Token Metering
PlanningCentralized Cloudflare/Supabase gateway routing all client webhooks, isolating worker queues, and metering exact OpenAI/Anthropic token consumption for retainer invoices.
Engineer submitted for review Migrate n8n webhook worker queue from SQLite to Redis cluster
Client Zero — Agency CRM & Slack Bot Setup
CompletedAgency founding foundation: built HubSpot CRM deal pipeline, Slack notification routing for inbound discovery calls, and Honcho agency memory setup. Delivered and signed off.
Alex Morgan founded and initialized workspace Client Zero — Agency CRM & Slack Bot Setup