Every system we build is custom, so we start by seeing how your firm actually runs. We work on-site, alongside your team, for as many days as your firm needs. You leave with a written automation plan.
We watch how intake, transfers, and filing actually happen at your firm, not how the manual says they happen.
People doing the work know where the time goes. We listen to them first; they are who the automation serves.
Every workflow, handoff, and bottleneck gets documented, along with the software each one runs through today.
You get a written plan: what to automate, what it saves, and what it costs. Yours whether you hire us or not.
We are in your office for every day of the audit, working alongside your team on a schedule we set together. We’ll walk you through audit pricing on your call.
As long as your firm needs. Smaller firms are often mapped in a day; larger or multi-practice firms can take several. We’ll give you an honest estimate on your call before anything is scheduled.
A decision maker, and the staff who actually do the work: whoever handles intake, files transfers, and manages your documents. We work around your day; no one needs to clear their schedule.
No. We shadow and ask questions between the work. Your firm runs like any other day.
The plan is still yours. You will know exactly what is worth automating and what it should cost, whoever builds it.
We quote the exact workflows from your plan. You pick what gets built and in what order, and we get to work.
Tell us about your firm. If it’s a fit, we’ll schedule your audit day from there.