How do you verify savings?

We document old cost and new cost line-by-line and agree to the definition before work begins. Each saving has a paper trail.

What counts as a saving?

Reduced or eliminated software subscriptions, lower vendor contracts, reclaimed labor hours converted to a dollar value at a rate agreed in advance, and avoided new spend that would otherwise have been committed.

Are you HIPAA compliant?

Yes. We operate under signed Business Associate Agreements (BAAs) with covered entities and business associates, and we design every engagement around the specific privacy, security, and breach-notification requirements that apply to your operation.

What if you don't save us money?

You don't pay us. No retainer, no minimum, no kill fee. If the audit reveals no real savings on the table, we say so and step away.

A short engagement letter that fixes the definition of savings, how they're measured, and the 30% fee. No upfront commitment, no lock-in, and the savings we've already unlocked stay yours either way.

Do you charge anything upfront?

No. Zero retainer, zero deposit, zero discovery fee. Fees are paid only out of verified savings.

← All case studies

Automation · Casari Home Design · 4 min read

Replacing a full-time VA with an AI assistant and custom CRM for Casari Home Design

Casari Home Design was paying for a virtual assistant to chase leads and keep records. We replaced that recurring cost with our OpenClaw AI assistant wired into a custom CRM.

Outcome

Full-time VA cost removed · OpenClaw AI + custom CRM

The problem

Casari Home Design relied on a virtual assistant to qualify inbound leads, keep client records current, and handle routine follow-up. It worked, but it was a fixed monthly labor cost for work that was mostly repetitive and rules-based.

What we cut

We looked at what the VA actually did day to day and found that the bulk of it — capturing leads, updating records, sending reminders — was automatable. The judgment calls that genuinely needed a person were a small slice of the hours being paid for.

What we built

We connected our OpenClaw AI assistant to a custom CRM built around how Casari sells. The assistant captures and qualifies leads, keeps the CRM current, and runs follow-up automatically; the owner steps in only for the decisions that need a human.

The result

The recurring VA cost is gone, response times got faster because the assistant never sleeps, and the CRM is finally a reliable single record of every client and lead.

Paying too much for software, or for labor a system could handle? Request a savings audit — we're paid only from verified savings. Visit Casari Home Design.