What We Build

Systems built around the work your team actually does.

Most businesses do not need another generic SaaS subscription. They need their own internal system — one that matches how instructions arrive, how staff work, how documents are produced, how clients are updated and how the business gets paid. Systemize builds those systems.

Case Management Portals

Most businesses do not need another generic SaaS subscription. They need their own internal system — one that matches how instructions arrive, how staff process them, and how the business gets paid.

Relevant for

Housing disrepair operations, inspection management, field agent coordination

See the housing disrepair inspection portal

What this covers

  • Agent onboarding with geographic coverage and availability management

  • Full instruction lifecycle: intake → booking → inspection → report → invoice → payment

  • SLA tracking with configurable breach alerts

  • Payment reconciliation with custom business logic (clawback rules, batch thresholds)

  • Automated booking confirmations and SMS workflows

  • Audit trails on every action — who did what, when

  • Integration with third-party booking centres and overseas operations

CRM Systems for Specialist Firms

Generic CRMs are built for sales pipelines. Legal, property and surveying firms run on instruction intake, case lifecycle management, compliance documentation and structured payment workflows. We build for that.

Relevant for

RICS surveying firms, Part 35 expert witness work, solicitor instruction management

See the SEP Surveyor CRM

What this covers

  • Structured instruction intake via API, web form or email parsing

  • Case dashboard: every instruction tracked through inspection, report, submission, invoice and payment

  • Automated document generation — reports, letters, invoices — from central template systems

  • White-label output — every document carries client branding

  • SLA enforcement with automated communications at each stage

  • Invoice generation and payment tracking integrated with the case record

  • Immutable audit trail with configurable retention periods (7 years standard for Part 35)

Document & Report Automation

If your fee earners are spending time generating reports, letters or documents that follow a structured pattern, that time should be automated. The consistency problem is solved in the same stroke.

Relevant for

Affordability and irresponsible lending claims, housing disrepair Letters of Claim, expert witness reports

See the affordability assessment platform

What this covers

  • Credit report parsing and structured data extraction

  • Configurable scoring engines — case strength ratings, risk flags, threshold assessment

  • Letter of Claim generation from scored output

  • Expert witness report generation from centralised templates

  • Batch upload and processing for CSV volumes

  • PDF generation with custom branding and formatting

  • Exception handling — borderline cases flagged for fee earner review, clear cases automated through

AI-Assisted Workflow Systems

We do not build AI to replace your team. We build systems so your team stops doing work that should already be automated. AI in the context of our builds means configurable automation with structured exception handling.

Relevant for

Any operation where pattern-matching work is currently done manually at volume

See what we have built

What this covers

  • n8n workflow automation for multi-step operational processes

  • Transaction categorisation using MCC codes with layered fallback logic

  • Open banking integration via Splink for affordability evidence gathering

  • Document parsing and structured data extraction at volume

  • Configurable scoring and decision logic with human review for exceptions

  • Error alerting and monitoring for automated workflows

Workflow Integrations

Operations break when tools do not talk to each other. Most of the manual admin in legal and property firms exists because systems were never connected. We build the connective tissue.

Relevant for

Any operation where staff are copying information between systems manually

See case studies

What this covers

  • WhatsApp Business API for automated agent and client communications

  • Google Sheets live sync for real-time operational visibility without a dashboard rebuild

  • Webhook pipelines connecting case management systems to external platforms

  • Email parsing and structured data extraction for instruction intake

  • Payment system integrations and reconciliation workflows

  • Google Cloud and Docker deployment for scalable infrastructure

What we build with

  • Supabase
  • n8n
  • PostgreSQL
  • Node.js
  • Python
  • WhatsApp Business API
  • Google Cloud
  • Docker

Most of our clients come to us when something breaks at scale. Don't wait for that.

Book a 30-minute call