My Portfolio

Designed and delivered a large-scale automation system for LJT Avocats, encompassing 100+ corporate transaction templates and a custom-built, locally hosted Entity Management application. The solution centralizes and updates entity data, enabling seamless reuse to generate new corporate documents with pre-filled, accurate information.

A consumer-facing web application that guides Ontarians through creating a simple will and financial, and health care powers of attorneys

A custom automation tool built on Gavel, for Neo, a venture capital firm, that streamlines the creation of Neo's template - Uncapped SAFE with Floor Valuation.

Created a streamlined Gavel intake and automated email generator for law firms to generate the FinCEN Beneficial Ownership Reports, providing a ready-to-use workflow they can acquire through their Gavel Pro Plan, to simplify compliance and accelerate filings.

Built a centralized database on Airtable for a solo criminal law practice, to covering leads tracking, client relationship management (CRM) and case stage management. Integrations of Airtable with client's existing tools, including Gavel to use the data for document automation workflows.

Developed a comprehensive will-drafting system on Gavel for Cloud Estate Plan, which includes 12 core estate-planning templates. Mandate included steps from intake building, document automation and support in go-to-market by adding custom CSS and building website.

Enhanced an existing Gavel-based estate-planning application by automating additional state-specific templates, enabling PridePlans LGBTQ+ to meet all jurisdiction’s requirements and service clientele around the US.

Built a pre-built Gavel workflow to automate the generation California-compliant Privacy Policy. This product is offered as part of the No-Setup Automated Workflow provided by Gavel to their clients under the Pro Plan.

Unified personal-injury intake system that generates required OCF and Insurance Letters documents and schedules automated 6- and 12-month client updates intakes.

Built a Representation Agreement automation connected with the team's onboarding process