/ CONSTRUCTION / AEC · NEW YORK
Medina Design & Development
What started as a single client-portal request through Softr's marketplace became the operating system behind a growing architecture-and-construction firm.
/ The challenge
The firm was growing faster than the processes built to run it — the owner had become the operational centre of gravity, and therefore the bottleneck. Client status updates ran on phone calls. Inbound leads arrived into a manual process fielded by an outsourced call-answering service. Contract proposals were assembled by hand. Financial, project and client data lived in systems that didn't talk to each other.
/ What we built
One system at a time
A client portal reading live project status — the morning status calls stopped.
Client portal — live project view
Automated lead intake with AI-assisted qualification and an in-house sales desk — the outsourced call service was retired.
Project milestones & progress
AI-assisted contract generation: one qualification submission produces a tailored scope, fee calculation and payment schedule.
Zoning & districts database
A sector-specific operations platform: zoning and permit databases, vendor work-request triggers, and site imagery in a single project view.
In-house sales pipeline
A client portal reading live project status — the morning status calls stopped.
Automated lead intake with AI-assisted qualification and an in-house sales desk — the outsourced call service was retired.
AI-assisted contract generation: one qualification submission produces a tailored scope, fee calculation and payment schedule.
A sector-specific operations platform: zoning and permit databases, vendor work-request triggers, and site imagery in a single project view.
/ The outcome
Clients see project status in real time, contract generation runs in minutes rather than hours, and the firm works in one operating layer rather than disconnected tools. Every expansion since has been driven by demand, not by a proposal.
YOUR OPERATIONS, SYSTEMISED