How a $167K-per-deal firm was wired onto one MacBook with Claude in three afternoons
aryanXmahajan · x · 2026-11-12
The author describes an AI workflow built for a California claims firm where a single closed deal can pay $167,000; the first deal from the new system netted $41,500. Previously the client was capped at one deal a month because each file took 2 hours of manual research across 10 browser tabs.
Key moves:
- Rank all open claims across 58 California counties by dollar value inside his CRM
- Encode his exact skip-tracing and public-record investigation rules into Claude
- 60-second FN-key voice dictation: he talks, the AI emails a finished investigation brief to his team in 8 minutes
The same setup was then pointed at marketing: analyzing top competitors, pulling real case stories, and rebuilding the site and lead funnel in-house—ranking #1 on Google for the firm's name without a web agency. A 6-minute walkthrough video is included; promotional tone, but the workflow is referenceable.
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