Operations software · Tampa Bay
ACG designs and builds custom operations software: intake, CRM, case and job tracking, document automation, and the workflows that connect them. Built around how your team actually works, then kept running.
Hablamos español · Falamos português
Where growing businesses break
Status, next steps, and who owns what depend on asking the right person. When they're out, work stops.
Leads go unanswered, follow-ups get forgotten, documents get re-typed. Each gap costs jobs, cases, and hours.
No single view of what's open, what's stuck, and what's closing, so every decision starts with chasing information.
What we've built
Built from scratch for a Florida firm that ran on shared folders, spreadsheets, and manual letters. Designed, engineered, and deployed by ACG.
A new client converts to a case in one step, and their document folder is created and linked automatically.
Reads intake PDFs and proposes structured case data. Staff confirm every value before it's saved.
Letters of representation, records requests, and demand drafts prefilled from case data and filed to the case folder.
Tasks are created automatically as each case moves through its phases. Nothing depends on someone remembering.
Legal letters cannot go out without attorney approval. Permissions are set by role.
Every action is recorded: who did what, when, and from which source.
Live walkthrough available on a call. The demo runs on sample data, never client data.
The same foundation (intake, pipeline, tasks, documents, approvals, audit trail) adapts to roofing, construction, real estate, and other service businesses.
Services
Your own CRM and case or job management system, built around your workflow instead of forcing you into someone else's.
Custom buildStarts with a one-week operations diagnostic.
Connect the tools you already use so work moves on its own and nothing waits on a person to remember.
Scoped after a free reviewBuilt on your existing tools where possible.
One week inside your operation. We map how work actually flows and find the handoffs that cost you money.
Fixed-fee engagementCredited toward the build if you move forward.
Our approach
Start with the gap that's costing money right now, and get it working fast.
Every job or case, task, document, and handoff in one place, with clear ownership.
Only on top of clean data, and with human approval on anything that leaves the building.
Also available
Your website is where the system starts: it's the first place a lead lands. We build fast, mobile-first sites for service businesses, with the lead form wired straight into your follow-up.
Fixed-price packages, quoted on a 30-minute call.
A build standard, not legal advice.
About
I'm Jorge Alpizar. I spent 15 years running operations, payments, and product platforms at Citi, JPMorgan Chase, Procter & Gamble, and Bank of America.
The lesson from all of it: work gets lost in the handoffs. Large companies spend millions on systems to fix that. Growing local businesses need the same discipline, sized for them.
I diagnose the operation, design the system, and build the software myself. You work with the person who builds it, not an account manager.
Start here
Thirty minutes. Tell us where work falls through the cracks, and we'll tell you what we'd fix first, and whether software, automation, or a better website is the right starting point.
Prefer email? jorge@alpizarconsultinggroup.com