Oasis IA & Software

BACKGROUND

Please describe your company and position.

I am a Lawyer at LR Attorney at Law & Associates

Describe what your company does in a single sentence.

I am a Notary Lawyer. I have an office in San Carlos where I offer rental management services, document notarization, and legal consultations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oasis IA & Software to accomplish?

• Own a personal assistant to manage my business
• Optimize my daily tasks
• Get tips of how use AI to be more productive

SOLUTION

How did you find Oasis IA & Software?

Online Search

Why did you select Oasis IA & Software over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Oasis IA & Software were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Oasis IA & Software develop a connection between Chat GPT, my accounting system and gmail. This help me to take advantage of AI to get a summary of how much profit is my business earning and recieve suggestions from AI of how I can get more clients.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduces manual work by 30–40%, cutting average task completion from 2 hours to 1.2 hours. Converts  25% more opportunities into measurable outcomes. Improves decision-making speed by 
50%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was excellent. They consistently delivered items on time and demonstrated great reliability throughout the process. They were highly responsive to our needs, adapting quickly to any changes and ensuring that our requirements were fully met. Overall, their professionalism and proactive communication made the collaboration smooth and successful.

What was your primary form of communication with Oasis IA & Software?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about this company was their ability to combine professionalism with genuine care for their clients. They stand out for their proactive approach, innovative solutions, and consistent reliability. Their team doesn’t just meet expectations—they go above and beyond, making the experience unique and truly valuable.

Are there any areas for improvement or something Oasis IA & Software could have done differently?

Overall, Oasis IA & Software exceeded expectations. Their team was proactive, responsive, and highly professional. If anything, the only area for improvement would be to continue expanding their already strong communication channels, as this would make collaboration even smoother. That said, they consistently delivered excellent results, and their commitment to client success was evident throughout the project.