Automation we will build for you

An intake form that collects client data and drafts the case file.

For the managing attorney of a legal practice handling high-volume client intakes.

The problem

Potential clients drop off during the intake process because manual data collection is slow and frustrating.

Price and delivery

$400 one time, built and delivered within 7 days of an agreed scope.

What we would ask you first

• What is the average time it takes to complete a new client intake from first contact to file creation?
• At which step in your current intake process do you lose the most potential clients?

Voicemails and emails turned into intake summaries in your spreadsheet.

For the office manager of a small legal practice handling civil or family law cases.

The problem

Attorneys waste billable hours manually transcribing client intake details from voicemails and emails.

Price and delivery

$450 one time, built and delivered within 12 days of an agreed scope.

What we would ask you first

• How do you currently capture initial client details during the intake phase?
• What specific data points are critical for your case intake summaries?

A secure upload link emailed to each client for tax documents.

For the managing partner of a CPA firm serving small business clients.

The problem

Tax season bottlenecks occur because clients send financial documents via insecure email chains.

Price and delivery

$250 one time, built and delivered within 6 days of an agreed scope.

What we would ask you first

• What is your current method for collecting financial documents from clients?
• How much time does your team spend chasing clients for missing tax forms?

Client uploads parsed into structured spreadsheets automatically.

For the managing partner of a small to mid-sized accounting practice managing client documents.

The problem

Staff waste billable hours manually extracting data from client documents instead of focusing on high-value advisory work.

Price and delivery

$400 one time, built and delivered within 7 days of an agreed scope.

What we would ask you first

• Which specific document types consume the most manual data entry time for your team?
• Have you evaluated any automated extraction tools that failed to meet your customization needs?

Policy numbers and expiration dates pulled from email into one renewal dashboard.

For the agency owner of an independent insurance brokerage managing diverse client policies.

The problem

Agents miss renewal dates because policy expiration data is scattered across unstructured email threads.

Price and delivery

$300 one time, built and delivered within 7 days of an agreed scope.

What we would ask you first

• What is your current process for tracking policy expiration dates?
• How many policies do you manage that require manual renewal follow-up?

An email and task sequence that starts 90 days before each renewal.

For the agency owner of an independent insurance brokerage managing policy renewals.

The problem

Agents miss critical renewal windows because tracking 90-day outreach sequences manually is error-prone.

Price and delivery

$300 one time, built and delivered within 4 days of an agreed scope.

What we would ask you first

• How do you currently track and initiate contact for policies coming up for renewal?
• What percentage of renewals are secured before the final 30-day window?

SMS and email requests that collect loan documents into a secure folder.

For a senior broker at a brokerage firm coordinating loans between buyers and lenders.

The problem

Brokers lose deal momentum chasing clients for missing income documents via disjointed phone calls and emails.

Price and delivery

$400 per month, built and delivered within 10 days of an agreed scope.

What we would ask you first

• Which specific documents cause the most delays in your loan processing pipeline?
• How do you currently notify clients when a document is missing?

A follow-up that checks in on every unanswered estimate after 2 days.

For the business owner of a residential or commercial landscaping service provider.

The problem

Quotes sent via email go unanswered because owners forget to manually follow up with prospects after 48 hours.

Price and delivery

$200 one time, built and delivered within 4 days of an agreed scope.

What we would ask you first

• What percentage of your sent estimates currently convert to paid jobs?
• Do you have a standard timeline for following up on unpaid estimates?

SMS and email reminders sent 48 and 24 hours before each appointment.

For the clinic director of an aesthetic medicine clinic offering high-ticket treatments.

The problem

Revenue is lost to no-shows because appointment reminders are sent inconsistently or too late.

Price and delivery

$200 per month, built and delivered within 5 days of an agreed scope.

What we would ask you first

• What is your current no-show rate for scheduled treatments?
• How do you currently communicate appointment reminders to your clients?

SMS and email reminders that track which clients confirmed.

For the salon owner of an appointment-based beauty and wellness business.

The problem

Revenue is lost daily due to no-shows because current reminder methods are inconsistent or ignored.

Price and delivery

$200 per month, built and delivered within 3 days of an agreed scope.

What we would ask you first

• What is your current no-show rate for appointments booked online versus by phone?
• Have you tried automated reminder tools that failed to reduce your no-show percentage?

Instant SMS and email replies that book an estimate for each lead.

For the owner or operations manager of a local home improvement contractor handling inbound leads.

The problem

You are losing revenue because manual scheduling and estimate coordination delays your response to customer inquiries.

Price and delivery

$250 one time, built and delivered within 5 days of an agreed scope.

What we would ask you first

• How many hours per week does your team currently spend manually coordinating estimate appointments?
• What is your current average response time to a new web inquiry?