AI automation & custom software · Orlando, FL
Software that takes the busywork off your team's plate.
I build AI automations, web apps and integrations for small businesses: intake that sorts itself, documents that draft themselves, and dashboards that replace the spreadsheet. You work directly with the engineer who builds it.
- New inquiry arrivesWeb form, after hours
- AI reads and sorts itPractice area, urgency, key dates
- Checks your recordsExisting contacts and possible conflicts
- Drafts the replyConsultation offer with your booking link
- You approveOne click to send; logged to your case system
The software does the sorting and drafting. A person makes the call.
Works with what you already use
- Google Workspace
- Microsoft 365
- Clio
- QuickBooks
- HubSpot
- Stripe
- Slack
- Shopify
- and most software with an API
What I build
If your team does it by hand every week, it can probably be automated
AI automation workflows
The repetitive steps your team does every day, handled by AI and checked by a person.
- Read, sort and route incoming email and web inquiries
- Pull names, dates and amounts out of PDFs, forms and scans
- Draft first-pass letters, summaries and replies for review
- Chase missing documents and unpaid invoices on a schedule
Custom web apps and client portals
Software shaped around how your business works, instead of bending your process to fit an off-the-shelf tool.
- A secure portal where clients upload documents and check status
- Intake and booking forms that feed straight into your systems
- Internal tools that replace the spreadsheet everyone is afraid to touch
Integrations and dashboards
Your tools talking to each other, so information is typed in once and the numbers are always current.
- Sync contacts, matters, jobs or orders between the systems you already pay for
- One dashboard for pipeline, revenue and workload
- Weekly reports that build and email themselves
AI assistants on your own documents
Ask a question in plain English and get an answer from your own files, with a link to the source.
- Search past work, templates and policies by meaning, not file name
- Answer routine staff questions from your handbook and procedures
- Every answer cites the document it came from, so it can be checked
Examples by business
What this looks like for a business like yours
Less time on intake and paperwork, more time on billable work.
Intake that sorts itself
Web and email inquiries are read, tagged by practice area, checked against your contacts for possible conflicts, and land in your case-management system with a reply drafted for an attorney to approve.
Documents drafted from the matter
Engagement letters, standard forms and routine correspondence pre-filled from the client and matter details, ready for review instead of retyping.
Deadlines that do not slip
Dates pulled from incoming documents onto the calendar, with reminders to the people responsible.
Fewer "any update?" calls
A client portal that shows where a matter stands and what is still needed from them.
Get through busy season without drowning in document chasing.
Document collection on autopilot
Clients get a checklist and an upload link; reminders go out until everything is in, and your team sees who is missing what.
Data pulled from statements
Figures extracted from receipts, statements and forms into a structured sheet for a preparer to check.
Season-at-a-glance dashboard
Every return or engagement, its stage and its owner, in one view instead of a shared spreadsheet.
Answer leads faster and keep jobs moving without more office staff.
Quote requests answered in minutes
Incoming requests are sorted by job type and location, and a reply with next steps goes out while the lead is still looking.
Estimates from your price list
A first-draft estimate built from your own rates and the details the customer sent, for you to adjust and send.
Follow-ups that happen every time
Appointment reminders before the job, and a review request and invoice reminder after it.
Stop rebuilding the same report and proposal every month.
Client reports that build themselves
Numbers pulled from your platforms into a branded monthly report, with a written summary drafted for you to edit.
Proposals from your past work
A first draft assembled from your templates, rates and similar past proposals.
Smooth client onboarding
Contract, invoice, access requests and kickoff scheduling triggered from one signed deal.
What I have built since 2020: Shopify apps, storefronts and the operations behind them.
Support inbox triage
Order-status, return and damage emails sorted, answered from order data, and escalated when a person is needed.
Custom Shopify apps
Checkout and post-purchase extensions, Hydrogen storefronts, and integrations with Stripe, Klaviyo and your ad platforms.
Product data cleanup
Titles, descriptions and attributes made consistent across your catalog, reviewed before anything is published.
Don't see your business? These are starting points. Describe your process and I'll tell you what is worth automating.
How I work
AI you can trust with real client work
A person stays in the loop
AI drafts, sorts and suggests. Anything that leaves your business is approved by someone on your team first.
Your data stays yours
Systems run in accounts you own, use business AI services whose terms exclude training on your data, and get only the access they need.
A fixed price in writing
You get scope, timeline and price in one plain-English document before any work starts.
You own what gets built
Code, documentation and logins are handed over at the end. No lock-in, no mystery box.
How a project works
From first call to handover
- 1
Intro call
We talk through what you are building, what is in the way, and whether I am the right fit.
- 2
Written proposal
Scope, timeline and price in one document, so you know exactly what you are buying.
- 3
Build in weekly demos
You see working software every week on a staging link, not a status report.
- 4
Handover or retainer
Code, docs and access handed over cleanly, or I stay on to run and extend it.
Who you work with
One engineer, start to finish
I'm Mario Massad. I've been shipping software for more than ten years, from enterprise medical billing to e-commerce. In 2020 I co-founded ShipTection and built its platform from scratch; today I'm Chief Product Officer at RevUp Technology, which it merged into.
You won't be handed off to a junior team. The person who scopes your project is the person who builds it, ships it and answers when you have a question.
Questions
What people ask before reaching out
Do I need to be technical?
No. You explain how the work gets done today, in your own words. I handle the technical side and show you working software every week.
What does a first project usually look like?
One workflow, automated end to end, usually in a two-to-four-week sprint. Starting small means you see the value before committing to anything bigger.
What does it cost?
Every project is quoted as a fixed price in a written proposal after our first conversation, so you know the cost before you commit.
Is it safe to use AI with confidential client information?
It can be, if it is set up carefully. I use business AI services that do not train on your data, keep everything in accounts you control, and limit access to what each step needs. If your profession has specific rules, we go through them together before anything is built.
Will this replace my staff?
The goal is to take the repetitive part of their day, so they spend their time on the work clients actually pay for.
What happens after it is built?
You get the code, documentation and logins. If you would rather not think about it, I can keep it running and improve it on a monthly retainer.
What's the task that eats your week?
Tell me what you are building. If I am not the right fit, I will say so and point you to someone who is.