We Automate

Your Team's Time

Your skilled people are stuck doing admin, data entry, and chasing. We fully automate those tasks, so they can focus on work that actually moves the business forward.

30-minute Workflow Diagnostic → one-page clarity plan → done-for-you build in 10–14 days.

Get Your Workflow Clarity Plan

See Example Autmations

We Automate

Your Team's Time

Your skilled people are stuck doing admin, data entry, and chasing. We fully automate those tasks, so they can focus on work that actually moves the business forward.

30-minute Workflow Diagnostic → one-page clarity plan → done-for-you build in 10–14 days.

Get Your Workflow Clarity Plan

See Example Autmations

If this Sounds Familiar, you're in the Right Place

Understand where in the business your time is most valuable

Your team chases signatures, dates, statuses, or files.

Leads and tasks fall through the cracks because tools don't talk to each other.

Simple admin tasks interrupt deep work and break focus.

You've tried AI, tools, or agencies - they worked for a bit, then broke or nobody used them.

Your business has grown… but your workflow hasn't.

Most founders don't lose time in big blocks.  

They lose it in dozens of small steps their workflow should handle automatically.

The Workflow Clarity Sprint

Buy back 5–15 hours/week in 10–14 days

We follow a simple method:

Get Your Workflow Clarity Plan

The Workflow Clarity Sprint

Buy back 5–15 hours/week in 10–14 days

We follow a simple method:

Get Your Workflow Clarity Plan

Workflow Teardown (Day 1–2)

We map how work actually moves today and identify the steps that don't need to exist.

You'll see:

What's worth doing

What isn't

The biggest time-leaks

The real root cause behind the chaos

This alone typically saves 2–5 hours/week.

Essential Workflow Build (Day 3–7)

We redesign your workflow into the fewest steps possible.

You get:

A clean, simple process

Clear "trigger → owner → output"

A workflow your team will actually follow

Built entirely inside your existing tools

No new platforms. No forced adoption. No disruption.

Essential Automation (Day 7–14)

We automate only the steps that truly matter, inside Google/Microsoft, Slack/Teams, HubSpot/Pipedrive, Airtable, Notion, Zapier/Make — the tools you already use.

Examples:

Form → CRM → follow-up

Invoice routing

Handoffs

Task creation

Intake → document creation

Status updates

Follow-ups

Client updates

Simple, durable automations that remove repetitive work permanently.

“No Step Left Behind" Handover

We document everything in plain English and give your team full ownership.

You get:

Clear "how it works" page

Loom videos

Admin access

The ability to run everything without us

No retainer. No black boxes. No dependency.

The Workflow Clarity Sprint

5–15 hours/week back

The Workflow Clarity Sprint

5–15 hours/week back

Examples of What We Automate

(once your workflow is cleaned up)

Intake → CRM

No more manual data entry.

Intake → Document Assembly

Agreements, proposals, contracts created automatically.

Status Updates

Clients and team informed automatically when tasks move.

Follow-Ups

Polite reminders sent when there's no reply.

Handoffs

Appointment → invite → prep material → next-step tasks.

Invoice Automation

Deal wins → invoice created + sent → payment synced.

Operations Alerts

If something breaks, you're notified instantly.

This is not "automate everything."  

This is automate what matters — after the workflow makes sense.

Automation Catalog: What We Can Build For You

Every business has unique workflows, but most share common automation opportunities. Browse our catalog of 150+ proven automations organized by your industry or business process. Each automation typically saves 3-15 hours per week.

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up: Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up: Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up: Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

Quick Win Automations

These can be implemented in under 2 hours and deliver immediate ROI:

Form to CRM

Stop Manual Data Entry

Stop losing 3 hours weekly on data entry and eliminate typos

Email to Task

Never Miss a Follow-up

Never drop the ball on customer requests again

Status Change to Notification

Keep Everyone Informed

Keep clients happy with proactive updates they appreciate

Calendar to Invoice

Bill for Every Meeting

Capture 100% of billable time without timesheets

Signature to Next Step

Trigger Workflows on Document Signing

Accelerate processes by triggering instant follow-ups

No Response to Reminder

Automated Follow-up Sequences

Convert 30% more leads with persistent, polite follow-up

New Lead to Team Alert

Instant Lead Distribution

Respond in under 5 minutes and win more deals

Task Complete to Client Update

Automatic Status Communication

Build trust with transparency and zero effort

Payment to Thank You

Instant Acknowledgment

Strengthen relationships with instant appreciation

Error to Alert

Catch Problems Immediately

Fix problems in minutes, not days, with instant notification

See an Automation you Need?

Let's map out your specific workflow in a free 30-minute call. We'll show you exactly how it would work with your current tools and calculate your time savings.

Get Your Workflow Clarity Plan