Systems we have designed, built, and shipped.

Legal · custom CRM

Practice-management CRM for a law firm

Personal-injury and general practice · New York City

• Next.js
• Supabase Postgres
• Vercel
• Google Calendar
• Gmail add-on
• Online payments

Verified delivery

Build With Alivio designed and built a complete practice-management system that replaced the firm's per-user MyCase subscription with software the firm owns. The firm's case, contact, billing, and document history was migrated from MyCase with a rehearsed, re-runnable import.

What it handles

• Leads and intake

  Lead pipeline, conversion to cases, personal-injury and general intake forms, and secure links clients complete themselves.

• Case management

  Configurable stages, custom fields, case teams, statute-of-limitations dates, tasks, deadline workflows, and global search.

• Trust accounting

  An append-only IOLA/IOLTA ledger, monthly three-way reconciliation with sign-off, and overdrafts refused by the database.

• Native e-signature

  Signature requests, signer fields, reminders, and an event trail, with the signed copy filed back to the case.

• Billing and payments

  Time entries, flat fees, expenses, invoices, retainer requests, online payment, and automated payment reminders.

• Calendar and email

  Google Calendar sync, a calendar feed, email filed to cases, and a Gmail add-on that logs time and files attachments.

• Documents and reports

  Private document storage served through short-lived signed links, plus date-filtered reports with CSV export.

• Access and audit

  Invite-only sign-in, five permission roles, row-level security in the database, and an append-only activity log.

Engineering depth

• 65database tables
• 94application screens
• 60automated test files
• 5permission roles

Confidential by default

Client name and data stay private. Every figure above is counted from the delivered codebase.

Finance · custom CRM

Lending operations CRM for a business-funding company

Business-funding company · Tampa. Underwriting, lender submissions, and partner channels in one system.

• Next.js
• Supabase Postgres
• Azure OpenAI
• Twilio
• Gmail
• Playwright

Verified delivery

Build With Alivio built the production CRM and public site that run the funding operation, from first application through underwriting, lender submission, offers, contracts, commissions, and renewals.

What it handles

• Leads and applications

  Lead capture, email intake, applications, businesses and owners, and a deal pipeline from first contact to funding.

• Underwriting support

  Bank-statement extraction and analysis, document classification, and an underwriting workspace.

• Lender matching

  A funder directory with guideline matching, lender package selection, submission tracking, and duplicate checks.

• AI deal analysis

  Deal analysis and lender-match suggestions with AI spend budgeting and a provider fallback.

• Offers and contracts

  Offers, contracts, generated application documents, and e-signature through secure signed links.

• Portals and partners

  Client, broker, and referral-partner portals, with commissions and renewals tracked against each deal.

• Roles and protection

  Ten permission roles from underwriter to funding partner, plus field-level encryption for sensitive data.

• Scheduled automation

  Background jobs for email intake, bank analysis, and renewals, with SMS and email messaging.

Engineering depth

• 81database tables
• 113API routes
• 68application screens
• 150+end-to-end test specs

Confidential by default

Client name and data stay private. Every figure above is counted from the delivered codebase.

Staffing · AI platform

AI recruiting platform with automated phone screens

Built for our own New York City recruiting firm

• React
• Supabase
• Vertex AI Search
• Voice AI
• Google Calendar

Verified delivery

Build With Alivio designed and built its own recruiting platform: a recruiter workspace, an administration console, and client-facing shortlist and weekly report pages, with AI throughout the hiring pipeline.

What it handles

• Candidate intelligence

  Resume parsing, candidate scoring, and AI matching of candidates to open roles.

• AI sourcing and roles

  AI-generated job descriptions and candidate sourcing feeding a single pipeline.

• AI phone screens

  A voice agent calls applicants within a set window, scores the screen, and routes strong candidates to recruiter review.

• Interview scheduling

  Recruiter approval books the interview with Google Calendar and Meet.

• Outreach and follow-up

  Generated outreach, email pipelines, and automatic follow-up sequences.

• Client reporting

  Shareable client shortlists and weekly report pages.

• Agent API with audit

  A recruiter-agent API with scoped tokens and an audit trail.

• Responsible AI controls

  Documented bias controls, incident response, and row-level security reviews.

Engineering depth

• 36backend functions
• 52database migrations
• 40database tables
• 3AI and voice providers

Built in-house

We run our own New York City recruiting firm on this stack: the recruiting platform, automation tools, CRM, and website.