The busywork,
quietly handled.
Sorting the morning inbox, renaming files by hand, remembering every deadline: we take that work off your desk, inside the Microsoft 365 or Google Workspace you already use.
Takes about 20 minutes. Tell us where the time goes and we'll send back a written plan with a price.
What is the busywork costing you?
A few questions about a normal week turn into hours and dollars, worked out on screen where you can check the maths. You see the number before you ever talk to us.
No signup. If the number is too small to be worth fixing, we'll tell you.
- A typical small firm
- 12–19 hrs
- Per year, at $45/hr
- $26k–41k
- Realistically recoverable
- ~60%
Counted conservatively: the low end of every range, 48 working weeks, and only 60% of the time treated as recoverable. You can check every number.
None of this shows up on a bill, but all of it costs you.
Things we hear from almost every firm we talk to:
- Somebody has to sort the inbox every morning before the real work starts.
- No two people here name a file the same way.
- Our deadlines live in someone's head, or a spreadsheet, or both.
- Chasing clients for missing paperwork is practically a full-time job in season.
- Invoices go out late because somebody has to remember to send them.
- A new inquiry can sit overnight before anyone gets back to them.
The worksheet lists these and a few dozen more, and there's nothing to prepare.
What we take off your desk
The eight places the hours usually go. You choose where to start, usually with whatever hurts most.
Your inbox
Mail is read, sorted and routed, and agency notices are escalated the moment they land.
Your paperwork
Documents are named, matched to the right client and filed the same way every time.
Your deadlines
Reminders go out on a schedule instead of when someone remembers, and anything at risk is escalated before it slips.
New clients
From first inquiry to onboarded without a dropped step: folders, forms, portal access and the engagement letter.
Getting paid
Invoices go out on completion, and overdue ones are chased politely until they're paid.
Your team
Staff onboarding, approvals, renewals, and meeting notes that turn into tasks.
Knowing what's going on
A daily summary of what came in, what was handled and what needs you.
What clients see
A status page clients can check instead of emailing to ask, and reminders that reach them before anything is late.
How it works
-
01
You fill in the worksheet
It takes about twenty minutes and needs no technical knowledge.
-
02
We read it before we speak
That way your first call isn't spent on questions you've already answered.
-
03
One 30-minute call
We go through what you ticked and what it's costing you.
-
04
A written plan, with a price
If it isn't worth the money, the plan says so.
If a person is doing it by hand,
we can probably automate it.
Most of what we build isn't on any feature list. It's the workaround that only exists because of a decision somebody made in 2016.
- Old desktop software with no modern integration
- A spreadsheet three people maintain by hand
- Documents that arrive by fax, scan, portal and email
- A report that takes a full day and nobody reads
- Software built for your industry that nothing else connects to
- The thing you've stopped even complaining about
What we won't do
We won't sell you something that won't pay for itself. If the hours aren't there, we'll say so on the first call; the calculator is built to talk us out of a sale when the numbers don't work.
How we scope it
Scope and price are fixed and agreed before we build. The first workflow runs as a pilot on your real work, so you see it working before you commit to anything bigger.
We'll come to your office.
Most automation vendors are a support ticket and a time zone away; we're down the road. We'll sit with your team, watch how the work moves, and build from what we see rather than from a questionnaire.
Why on-site matters
The most valuable automations we've built came from watching someone work for twenty minutes, not from a feature request. People rarely mention the thing that annoys them most; they just do it.
A build fee, then a monthly.
We build it, then keep it running and improving for a flat monthly fee, with no per-seat pricing.
Starter
One workflow that's costing you real hours, as proof before a bigger commitment.
then $500/month
- One workflow, built and live
- Runs in your Microsoft 365 or Google Workspace
- A review queue, so it never guesses silently
- Ongoing monitoring and fixes
- Monthly accuracy report
Growth
The inbox, the filing and the deadlines, handled together.
then $1,000/month
- Three to five workflows, built and live
- Document recognition and client matching
- Deadline tracking with escalation
- Shadow mode first: it watches before it acts
- Ongoing tuning as accuracy climbs
- Priority support
Ops Overhaul
Your whole back office, rebuilt, for firms that know exactly what they want gone.
scoped from your worksheet
- Everything in Growth, across the firm
- Custom workflows unique to how you work
- Client-facing status portal
- Integration with your practice management tools
- Named engineer on the account
Questions we get asked
Is this going to replace my staff?
No. If that's what you're hoping for, we're probably the wrong fit. We remove the work your team already resents: the sorting, renaming, remembering and chasing. Nobody went into this profession to retype invoice numbers, and what we see is people spending the time they get back on work that needs a person.
Where does my client data go?
Most of it never leaves the Microsoft 365 or Google Workspace you already own. We build inside the environment you control.
Being straight with you: some workflows do route through outside services, because that's how certain integrations work. When that's the case we name the specific tool, what data touches it, and why, in writing, before we build anything. You approve it or we find another way. You will never discover after the fact that your client data went somewhere you didn't agree to.
What happens when it gets something wrong?
It will, sometimes. Anything that reads a document and makes a judgment starts imperfect and improves with feedback.
That's why nothing we build acts without a review queue. When the system isn't confident it stops and asks a person, instead of guessing quietly and hoping nobody notices. You see every one of those, and each correction makes the next one better. The failure mode is "waiting for you", never "silently wrong".
We tried something like this before and it didn't work.
We hear that a lot. Usually it's the same story: it was switched on everywhere at once, something went wrong early, and nobody trusted it again.
So we start small. One workflow is built properly and runs on your real work, where you can see whether it's right before anything else is touched. If it doesn't earn its keep, you've found that out cheaply, and nothing grows until the first one works.
How long until something works?
Days for the straightforward things: work that needs to happen reliably and on schedule.
Two to three weeks for anything involving judgment: reading documents, matching them to the right client, deciding what's urgent. Those need a tuning period where accuracy climbs. We'd rather it be right than early, and we'll tell you which category your job is in before you sign anything.
What if we're in the middle of our busy season?
Then we don't touch anything. Tell us your blackout period and we build around it, doing the work during and deploying after. Nobody sensible deploys into your busiest week, and we've never been in a hurry that justified it.
We use old software nobody's heard of. Can you still help?
Almost certainly. Modern tools with clean integrations are easy, but most of the time in a small firm goes to the awkward stuff: the desktop program from 2011, the shared spreadsheet, the documents that arrive four different ways. Tell us what you're running and we'll tell you honestly whether it's worth automating.
What does it cost, and are there surprises?
You'll know the price before you commit, and it doesn't change once we've agreed the scope.
The worksheet gives you an estimate of what the busywork is costing you now, using deliberately conservative numbers we show you on screen, so you can compare it against what we'd charge. If the comparison doesn't clearly favour doing it, we'll say so.
You don't need to know what's possible.
Working that out is our job. You only need to know where the time goes.