We fix the messy work between the tools your firm already uses.
Custom workflow automation system for professional service firms with a full money back guarantee.
You already have the tools. We build the automations that run them.
How It Works.
We sit with your team and find the workflow worth fixing first. No deck, no pitch, just a working conversation about where the friction actually lives.
- Map what actually happens, not the SOP
- Identify where time and money fall through
- Agree on the one workflow we start with
- Lock scope and price before kickoff
We design and assemble the workflow on your stack. Every build has a defined human review point, so you stay in control of the steps that matter.
- Decide where humans stay in control before any AI runs
- Connect it to the tools your team already uses
- Test edge cases before a real client touches it
- Document every step in plain English
We launch on your stack, train your team until they trust it, and stay close through the first thirty days. After that, the system is yours.
- Train your team until they trust the system
- Thirty days of post-launch support, included
- You own the logic, configs, and connections
- Optional ongoing support if you want it
Built for firms with confidential client work.
No black boxes. No mystery vendors. Six standing principles for every workflow we ship.
Human review is built in.
Every workflow has at least one explicit approval point. You decide where it lives.
Sensitive steps stay where they belong.
AI handles routing. Confidential client work can stay outside AI systems entirely.
Access stays in your hands.
Your tools, your accounts, your permissions. Nothing routes through ours.
Everything is documented.
Each workflow ships with a plain-English diagram and a runbook your team can read.
Questions and answers.
Everything we get on the first call. Click any question to open.
ChatGPT and Claude are tools your team uses manually, one prompt, one answer, one person at a time. We build the automations that run on their own, using those same tools behind the scenes, so the work happens without anyone having to do it.
We connect to the tools you already have. Your practice management, billing, document, and email systems stay exactly as they are. We just fix the broken handoffs between them.
We start by mapping one workflow that's bleeding the most time, then decide together if it's worth fixing. No commitment to build until you've seen the plan.
We offer lifetime support. If something ever breaks or needs adjusting, we handle it. You're never left managing this on your own.
Most single-workflow builds run two to four weeks from kickoff to launch. Bigger multi-workflow projects scope longer, but everything is fixed-scope and fixed-price before we start.
Let's Talk.
Book a thirty-minute call, or explore the workflow library first.
This page is
Under
Construction.
The workflow library is being built out.
Check back soon.
Real workflows, fully assembled.
Each board is a workflow we've built for a firm like yours. Click in to see what breaks, what gets automated, and where humans stay in the loop.