Custom Dashboards, CRM & Business Apps

What we build

Custom software, sized to the business — not a bloated platform you'll never fully use.

Client portals

A branded, secure place for clients to see status, sign documents, and message you — no more chasing email threads.

Internal CRM

Every lead, client, and task in one system built around how your team actually works, not a generic pipeline.

Real-time dashboards

Revenue, pipeline, and operations in one view, updated live, so you stop reconstructing the picture from memory.

Workflow automation

The handoffs, reminders, and status updates that used to require a person now happen on their own.

Document pipelines

Incoming documents are captured, read with OCR, categorized, and filed to the right record automatically.

Web apps

Purpose-built tools for your specific process — booking, intake, scheduling, or anything spreadsheets can't handle anymore.

Payments integration

Stripe-connected invoicing and payment links built directly into your client workflow.

API integrations

Your CRM, calendar, phone system, and accounting software, all talking to each other instead of living in silos.

Built in-house first

We don't sell software we haven't run ourselves

All State AI Solutions grew out of the same team that runs a busy client-services firm. We got tired of missed calls, buried documents, and status updates that lived only in someone's head — so we built our own operating system to fix it. That system is now the foundation of everything we build for clients.

AI receptionist
Answers every call, day or night, and routes what matters.

Client portal with e-signing
Documents get signed and stored without a single email attachment.

Automated document intake
Incoming files are OCR'd, sorted, and attached to the right record.

Automated follow-up
Leads and open tasks get chased automatically, so nothing goes cold.

Real-time business dashboard
One screen shows exactly where the business stands, today.

Who this is built for

If your business runs on phone calls, paperwork, and follow-up, this infrastructure was built for you.

Professional services

Firms drowning in intake forms, document requests, and status calls that eat the whole day.

Agencies

Teams juggling client portals, deliverables, and approvals across a dozen open threads.

Home services

Businesses losing jobs to missed calls and quotes that never get followed up on.

Clinics & practices

Front desks buried in scheduling, intake paperwork, and reminder calls.

Really, this is for any owner drowning in manual admin who knows the business could run leaner.

What it's actually worth to you

This infrastructure replaces the work a small back-office team would otherwise be doing by hand.

Replaces admin labor

Automating intake, follow-up, and status updates typically offsets $2,000–$3,000/mo of manual admin work.

Hours back every week

Time spent chasing paperwork and returning calls goes back into serving clients and growing the business.

Nothing falls through the cracks

Every lead, document, and follow-up is tracked automatically, not remembered by a single overloaded person.

How a build actually happens

Five steps, no guesswork, no vanishing timelines.

Discovery

We map your current workflow — every manual step, form, and handoff — before proposing anything.

Design

You see the system's structure and screens before a line of it is built.

Build

We build the portal, dashboard, and automations, and connect them to the tools you already use.

Launch

We go live, migrate what needs migrating, and confirm every workflow runs end to end.

Care

Ongoing monitoring, updates, and new automations as your business changes.

Builds start at $1,800 setup + $200/mo Final scope quoted on a free call.

Frequently asked questions

Is this a one-size-fits-all platform?

No. Every portal, dashboard, and automation is scoped to your specific workflow. You get exactly the system your business needs, not a generic template.

Start Your 14-Day Pilot — $497 Setup

Do you replace our existing CRM or tools?

Not necessarily. In many cases we connect to what you already use through integrations. Where a purpose-built system makes more sense, we'll say so, honestly.

Who owns the system once it's built?

You do. The delivered portal, dashboard, and app are yours to run. The monthly plan covers hosting, monitoring, and ongoing support.

How long does a build take?

It depends on scope — a single dashboard is faster than a full portal-plus-automation build. We'll give you a real timeline after the discovery call.

Can you automate document intake and OCR for us specifically?

Yes — that's part of the same infrastructure we run internally, adapted to the document types and workflow your business actually uses.

We built our own firm's entire back office first. Now we build it for you.