Projects Overview

🏦 Multi-Institution Financial Chatbot

Developed a RAG-powered chatbot using Azure OpenAI to process over 50,000 customer queries per month across 15 financial institutions. Achieved 96% response accuracy with <12s latency. Integrated Azure Document Intelligence to extract data from 6 years of reports, reducing manual workload by 40% and saving 200+ man-hours monthly.

Replaced INSZoom with a custom AI interface to streamline case intake, lawyer assignment, and client status updates. Combined chatbot, voice assistant, and CRM automation to reduce paralegal load by 35% and accelerate lawyer assignment by 50%. Powered by Azure OpenAI, RAG, Power Automate, and GHL.

📞 AI Voice Assistants for Lead Automation

Built AI-powered voice agents for appointment scheduling and lead qualification. Integrated with Go High-Level (GHL) and Toast POS, achieving a 30% improvement in qualified bookings and significantly reducing missed opportunities.

🧮 Mortgage Eligibility Automation

Automated loan eligibility and matching using AI rules and workflow triggers. Delivered a 60% reduction in processing time for financial institutions by combining case logic with CRM workflows and automated calculations.

⚙️ Case Law Texting Tool

Created an AI legal assistant for law firms in South Africa and Namibia. Enabled clients to receive legal updates and case information via SMS using AI-driven document automation and legal text generation.

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