Real firms, real automations, real results.
A running record of the systems CubeYogi has built for clients — how each firm operated before, what we automated, and what changed once it shipped.
Client automation case studies.
Each case study walks through the problem, the build, and the measurable outcome — start with our work across legal, digital marketing, enterprise operations, sports tech, and healthcare below.
Client intake, put on autopilot — without losing the human touch.
Shan Potts Law Offices is a Glendale, California immigration, criminal defense, and post-conviction relief practice built on a "client first" ideology. As the caseload grew, three phone lines and a daily flood of mail were being triaged entirely by hand. There was no coverage after business hours, on weekends, or on holidays, and urgent cases had no fast lane to reach the right person. CubeYogi rebuilt intake as two connected automations, one for calls and one for case mail, both running natively inside the firm's existing Microsoft 365 stack. Calls are now routed by caller intent and language in real time, and every incoming document is read, classified, and assigned before a human ever opens it. Deadlines inside a seven-day window escalate straight to a named supervisor instead of sitting in a shared inbox. The result is a practice that never fully closes, with staff spending their time on casework instead of triage.
Scaling cross-border marketing agency operations with unified Zoho One transformation.
LeapFrogger is a premier digital marketing agency based in Melbourne, Australia, operating alongside its cross-border arm LeapOut Digital in the Philippines. Managing a distributed international team led to operational friction, scattered sales pipelines, and fragmented team communications. CubeYogi executed an end-to-end Zoho One implementation paired with business process consulting and structured multi-region training. By integrating Zoho CRM, Projects, Cliq, Forms, and People, CubeYogi aligned cross-country sales tracking, internal collaboration, and client onboarding workflows into a single cohesive ecosystem.
CW Products runs its whole shop floor on one connected system.
CW Products (operating as CW Crates & Pallets in Spokane Valley, WA) is a go-to manufacturer for custom wooden crates, heat-treated pallets, dunnage, and foam packaging. As the plant grew, managing hundreds of client-specific pricing rules, daily job tickets, cut lists, and a walk-up mill-ends counter on paper and fragmented systems created operational bottlenecks. CubeYogi conducted two weeks of on-site discovery on the shop floor to map real-world workflows. CubeYogi then built an integrated suite of six custom Zoho Creator applications spanning quoting, Bill of Materials generation, build tracking, loading, delivery routes, and counter sales. The new setup connects shop floor operations directly to back-office management in real time.
Modernizing customer intake, care tracking, and healthcare workflows end-to-end.
StepwiseHealth required a modernized, scalable operational architecture to connect customer communication, care workflows, and administrative management into a unified platform. CubeYogi engineered a custom digital ecosystem that automates customer intake, synchronizes care tracking across departments, and drastically cuts manual data entry. By eliminating fragmented handoffs and integrating real-time communication tools, StepwiseHealth now provides a seamless experience for clinicians and customers alike, ensuring critical health workflows run smoothly and without delays.
Streamlining operations, support workflows, and client management for aboutGOLF.
aboutGOLF is a world leader in indoor golf simulator technology, delivering immersive experiences across residential, commercial, and enterprise spaces. To manage expanding customer touchpoints, technical support requests, and multi-channel operations without friction, CubeYogi designed and deployed tailored automation systems. By integrating customer data, streamlining support routing, and automating repetitive tasks, CubeYogi empowered aboutGOLF to deliver rapid support responses, maintain operational alignment, and scale their global presence seamlessly.
Centralizing simulator management, user accounts, and data insights via a unified portal.
To complement aboutGOLF's world-class simulator hardware and software, CubeYogi engineered a custom customer and admin portal ecosystem. The portal streamlines cloud synchronization, remote device management, subscription tracking, and player data analytics into one intuitive interface. By connecting simulator units directly to central cloud services, operators and players benefit from real-time performance tracking, automated updates, and effortless subscription management.
Automating short-term rental operations and multi-channel guest management.
Managing property portfolios across Airbnb, VRBO, and direct booking channels often leads to fragmented guest communications and delayed operational tasks. CubeYogi built custom integration workflows connected directly to Guesty's property management platform. By synchronizing guest reservations, automating messaging triggers, and integrating operational tasks with back-office CRM and accounting systems, hospitality teams can scale property portfolios effortlessly while maintaining high guest satisfaction scores.
