WPCodie

AI & custom software development company

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AI & custom software development companyClear direction first. Working software next.

WPCodie is a technology advisory and engineering studio. We help teams choose the right path for their technology, then design and ship the AI products and custom software that make it real.

Direction Roadmap · Priorities
Data Models · Pipelines
APIs Services · Integrations
Outcome Shipped · Measured
Product Web · Mobile · Custom
AI application development Custom software & apps Technology consulting
Clients we've worked with
Find Healthcare USASilver Streak Senior ServicesWellapyShield Fundingre:source RoadmapWagItSME Blue PagesSeattle Pro ContractorsPremier FL Magazine
Capabilities

From the first technical decision to software in production.

01 / 07
AI
Docs
Answer
Rules
01 / 07

AI applications

Products built around models from day one: retrieval, reasoning, and automation shaped by your data and your policies.

AssistantsSearchDecision supportEvaluation
02 / 07

Custom software

Systems made for the parts of your operation that packaged software never quite fits.

Internal toolsWorkflow systemsModernization
03 / 07

Web applications

Fast, scalable browser applications engineered to be maintained for years.

SaaSPortalsDashboards
04 / 07

Mobile apps

iOS and Android apps shaped by how people really use them, wired to your backend.

iOSAndroidCross-platform
05 / 07

Automation

Multi-step processes that run on their own and pull people in only when a judgment call is needed.

IntakeApprovalsBack office
APP
API
06 / 07

API systems

Backends and integrations that link platforms, data, services, and partners dependably.

IntegrationsData syncPartner access
DiscoverDefineDesignBuild
07 / 07

Technology consulting

Discovery, architecture, and roadmaps that give a build a firm direction before it begins.

DiscoveryArchitectureRoadmaps
Next

A single team from start to finish.

Advice, architecture, and engineering come from the same people, so context carries from the first workshop to the final release.

01 What we do

Advice and engineering, owned by one team.

We take organizations from a business question to a running system: settling the direction first, then shaping the architecture and building the product.

Tap to switch
01Advise

Turn technology questions into clear choices.

Technology strategy, architecture, technical discovery, AI opportunity reviews, automation planning, and product definition.

StrategyArchitectureDiscoveryAI opportunitiesAutomation planningProduct definition
02Engineer

Turn those choices into running technology.

AI products, web and mobile applications, APIs, integrations, automation, and custom software.

AI productsWeb appsMobile appsAPIsIntegrationsAutomationCustom software
Swipe through the 5 steps
Step 01 Challenge A problem, constraint, or opening that technology can address.
Step 02 Strategy The right direction, weighed against cost, scale, and risk.
Step 03 Architecture Systems, data, and integrations designed before coding starts.
Step 04 Build Engineering in steady iterations, with the architecture as the agreement.
Step 05 Launch Deployed, monitored, and ready to grow with the business.
02 Selected work

Systems our clients run every day.

Two recent builds: one connects law firms to their clients; the other takes admin off a business owner's plate.

Case study 01·Legal · CRM + client portal

LegalFlow CRM: one platform for law firms and their clients.

A centralized CRM and client portal built for law firms to manage the complete client journey: from inquiry and onboarding to case assignment, communication, documents, payments, and ongoing matter management.

→
Lead & client managementCapture, qualify, and convert inquiries without duplicate data entry.
→
Case managementAssign matters to the right teams and track ownership, progress, tasks, and deadlines.
→
Centralized communicationKeep emails, messages, documents, and activity connected to each client and matter.
→
Client portalClients can upload documents, make payments, receive updates, and communicate securely with the firm.
Built forLaw firmsFee earnersCase managersAdministratorsTheir clients
Staff CRM
LFLegalFlow
My day
Matters
Leads
Clients
Conversations
Calendar
Good morning, PracticeWhat needs you today, in order.
Dates2
Review3
Leads5
Awaiting reviewView all
bank_statement.pdfHana Idris · Proof of funds
New
engagement.pdfOwen Mercer · Agreement
Under review
id_passport.jpgLeila Shah · Identity
Under review
tax_return.pdfTom Avery · Financials
Under review
LF
LegalFlowYour case
Good evening, Hana
Needed Bank statement Requested for M-2026-0014
Send document
1To send
0Messages
Assigned to J. Mercer · Family team
Case study 02·AI agent · WhatsApp

A voice note in. Emails sent, meetings booked.

A business owner speaks to an AI agent on WhatsApp. It works out the tasks, drafts emails in their voice, finds a free slot, books the meeting, and reports back. Nothing is sent without approval.

1 Voice note arrives on WhatsApp
2 Speech is transcribed and understood
3 Tasks planned: email, slot, invite
4 Email drafted for approval
5 Meeting booked and confirmed
WhatsAppGmailOutlookGoogle CalendarCustom integrations
AI
Assistantlistening…
WhatsApp
▶
0:07
On it. Drafting an email to Daniel with the revised proposal and finding a Thursday afternoon slot.
Draft ready. Thursday 3:00–3:30 PM is free for both of you.
ApproveEdit
Sent ✓ Call booked for Thu 3:00 PM and invite sent to Daniel.
Transcript

"Email Daniel the revised proposal and book a call with him Thursday afternoon."

Plan
Draft email to Daniel
Find free slot Thursday PM
Send calendar invite
Email draftGmail · Outlook
To: daniel@client.co Revised proposal + Thursday call
Attached: proposal_v2.pdf
CalendarGoogle Calendar
See all case studies →
03 AI & intelligent applications

AI that holds up after the pilot.

We build practical AI that plugs into the way your business already operates. The problem decides where AI goes — not the hype cycle.

How an intelligent system movesIngesting data
01Active
Data Documents, records, events, and the systems you already run.
02Waiting
Intelligence Models, retrieval, and reasoning tuned to your domain.
03Waiting
Decision Classify, recommend, route — with people where judgment counts.
04Waiting
Action Updates, messages, and workflows triggered automatically.
01 / 06

AI applications

Products with models at their center, not added on later.

In practice A claims assistant that reviews submissions against policy and prepares a recommendation for an adjuster.

Intelligent automation

Multi-step processes that run unattended and escalate only when needed.

In practice Supplier invoices are matched, approved within thresholds, and posted, with exceptions sent to finance.

AI-powered workflows

Intelligence placed inside the tools your teams use every day.

In practice Account managers see suggested next steps and drafted emails right inside their CRM.

Conversational interfaces

Assistants and agents grounded in your own data and rules.

In practice A help-desk assistant answers from your knowledge base and passes full context to a human when needed.

Document & data intelligence

Extraction, classification, and search across unstructured content.

In practice Agreements and reports become structured, searchable records with key clauses highlighted.

AI integrations

Models connected to your platforms, APIs, and data stores.

In practice Language models linked to your ERP or data warehouse through governed, audited APIs.
04 Application development

Idea in, product out.

We ship whole products, not just code: definition, architecture, engineering, release, and the operations that keep them healthy.

01 / 04
WEB

Web applications

Modern, scalable applications in the browser.

Hover for details+
→Any stack→Responsive→Secure by default→Scales with demand→Connected to your systems
APP

Mobile applications

iOS and Android apps built around real use.

Hover for details+
→iOS & Android→Native or cross-platform→Works offline→Store-ready→Backend-connected
SYS

Custom software

Purpose-built systems for specific requirements.

Hover for details+
→Any language→Fits your process→Easy to extend→Documented→Fully yours
API

APIs & integrations

Link platforms, data, services, and workflows.

Hover for details+
→Any platform→Reliable at scale→Secure access→Real-time or batch→Documented
05 Technology consulting

Understand first. Build second.

Good technology begins with a well-understood problem. We help teams weigh options, set technical direction, and draw up a roadmap before any development starts.

✓Technology discovery✓Technical architecture✓Product strategy✓AI opportunity review✓Technology roadmap✓System modernization

Our engagements end in something usable: decisions, architecture, and a plan an engineering team can pick up — whether that team is ours or yours.

01
DiscoverPeople, systems, constraints, and the real problem behind the request.
02
DefineScope, success measures, and the direction worth committing to.
03
ArchitectSystems, data flows, integrations, and AI that will survive production.
04
BuildEngineering against the architecture, with the roadmap as the plan.
05
OptimizeMeasure, refine, and modernize as the business and its data evolve.
06 Ideas into systems

An idea is only the starting point.

Keep scrolling. A rough idea comes in on the left and leaves on the right as a deployed, intelligent system.

01 Idea
Business goalUsers
02 Strategy
ConstraintsPriorities
03 Architecture
Client layerServices / APIs
04 Application
Data layerWorking app
05 Intelligence
ModelsAutomation
06 Impact
DeployedMeasured
IdeaImpact
07 How we operate

Technology decisions you can defend.

Four principles guide every engagement, from the first workshop to the production release.

01 / 04
01

Outcomes over output

We're paid to fix a business problem, not to bill hours or write code for its own sake.
02

Room to grow

What we build grows with you, so you never pay to build it twice.
03

Proof before hype

No AI you don't need. We prove it works with a prototype and real numbers first.
04

No handoff gap

The people who plan your project are the people who build it, so nothing gets lost.
08 Contact

Got a technology problem?

Let's turn it into something that runs. Share the problem, the systems it touches, and where you want to be a year from now.

Phone
ResponseYou'll hear back the same day with our view and a suggested first step.
Include
→The problem or opportunity you want to tackle→Systems, data, or platforms already involved→Timeline, constraints, and who is involved on your side
Start a conversationA few details help us come back with a useful first step.
What do you need?
AI application Custom software Web app Mobile app Automation Consulting
Tell us about the problem
Or email service@wpcodie.com