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Workflow automation for small firms

Put your busywork on autopilot.

We build the automations that handle intake, billing, and follow-ups—so the work moves without you.

Fixed scope
flat price up front
2–4 weeks
to live automations
Your stack
tools you already use
What we take off your plate

The work you dread, handled.

Intake & onboarding

Leads captured, qualified, and welcomed before you open your inbox.

Proposals & billing

Quotes that sign themselves and invoices that go out on time.

Scheduling & reminders

Bookings, confirmations, and no-show nudges on autopilot.

Follow-ups & reporting

Nothing slips, and the numbers you check assemble themselves.

How it works

Three steps. Then it runs itself.

01

Map

We trace where your time and money leak.

02

Build

We wire the automations into the tools you already use.

03

Hand off

It runs without babysitting—and we stay on call.

Ways to work together

Pick the size of the problem.

Starter

One painful workflow

Knock out the single process costing you the most.

  • One automation, built & live
  • Works with your current tools
  • 30 days of support
Get pricing
Most popular

Growth

Several connected workflows

Automate the core of how clients move through your firm.

  • Intake → billing → ops, connected
  • Reporting dashboard
  • Training + 90 days of support
Get pricing

Ops Overhaul

Your whole back office

A ground-up rebuild, with ongoing partnership.

  • Full audit & automation roadmap
  • End-to-end build
  • Retainer & priority support
Get pricing

Tell us where the time goes.

A quick note about what's eating your week. We'll come back with a plan, a flat price, and a start date.

[email protected] · No obligation