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CogniVis
Completed business implementations

Estate Documents Pro, LLC

A white-label platform for estate planning documentation and content management targeted at financial professionals, focusing on streamlined content authoring and payment workflows within a web application.

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Case study details

What Was Done

We delivered a full web application redesign and backend enhancement.

The work focused on:
  • Building a custom drag-and-drop article editor to speed up content creation and reduce dependence on manual HTML editing,
  • Implementing API integrations with external systems, including Stripe for secure payment processing and Tipalti for payout management, automating financial flows that were previously manual or fragmented.
  • Integrating PDF generation via API, automating document export and distribution for legal and planning materials.
  • Supporting image conversion services to standardize media assets across content.

This project reduced manual work, structured content and payments data, and established API-driven processes that lower operational friction and enable future automation or AI-enhanced workflows (e.g., automated content tagging, AI-assisted editing, or ruler-based content recommendations).

Implementation results

Faster content updates

Editors can build and update articles without developer support

Reduced payment overhead

Automated Stripe & Tipalti flows eliminated repetitive tasks and manual error points in billing and payouts.

Lower support burden

Standardized PDF outputs and automated image handling reduced ad-hoc fixes.

Customer feedback

Estate Documents Pro, LLCDean Martin, Estate Documents Pro, LLCExplore the project ↗
When I was in need of an experienced Laravel developer for my white-label knowledge base project, I was looking for someone who could not only quickly get up to speed with the existing codebase but also drive the implementation of new features. My search led me to CogniVis, and it wasn't long before I realized they were the perfect fit for this and several other projects. The developer CogniVis assigned to my project turned out to be excellent. They swiftly dove into the work, making significant improvements to the current code, crafting new development scripts, and seamlessly integrating with external payment gateways, among other tasks. Our collaboration began with a single project, but it quickly expanded to multiple projects across a wide range of tasks. The CogniVis developer's expansive knowledge and expertise have been a game-changer, enabling me to delegate a multitude of tasks confidently. Now, after 1.5 years of fruitful collaboration, our partnership is stronger than ever. I recommend CogniVis to anyone in need of a solid developer. Their team's ability to deliver high-quality work, adapt to diverse coding requirements, and maintain a strong, ongoing partnership is unparalleled. My experience with CogniVis has been incredibly positive, and I look forward to continuing our collaboration.

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