Your intake process is losing you clients.
We automate the operations that slow down your firm. Intake, document collection, reporting.
Client intake is slow and leaky
50-70% of potential clients lost during intake. Manual forms, missed follow-ups, no tracking.
Document collection is a manual chase
Associates spend hours chasing documents via email. Delays cases, delays billing.
Internal reporting eats associate hours
Low-value formatting work at high billing rates. Weekly reports that could be automated.
Services
What we build
Workflow Automation
We find the process that wastes the most time in your business and automate it end-to-end. Intake, proposals, reporting, onboarding. Running without manual work.
AI Products
AI tools built around your data and workflows. Assistants, smart reporting, classification, extraction. Built for your operations, not generic.
Custom Development
Web apps, SaaS tools, and custom software that runs your operations. Scoped per project, built to your spec.
Let's talk about your operations.
30 minutes. No commitment. We'll find your #1 automation opportunity.
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