An intake form that collects client data and drafts the case file.
You run the practice, and new clients leave while your staff types the file.
$400 one time7 days
RequestAutomation we will build for you
Eleven builds, each with a price and a delivery window. Pick the one that matches your work, and we build that scope, at that price, in that window. We bill nothing until you agree to the scope in writing.
Law
Voicemails and emails turned into intake summaries in your spreadsheet.
You manage the law office, and attorneys retype voicemails and emails into the case sheet.
$450 one time12 days
RequestTax
A secure upload link emailed to each client for tax documents.
You lead a CPA firm, and clients send tax files by email.
$250 one time6 days
RequestClient uploads parsed into structured spreadsheets automatically.
You lead the accounting practice, and your staff retypes client uploads into spreadsheets.
$400 one time7 days
RequestInsurance
Policy numbers and expiration dates pulled from email into one renewal dashboard.
You own the agency, and you hunt renewal dates across email threads.
$300 one time7 days
RequestAn email and task sequence that starts 90 days before each renewal.
You own the agency, and you miss the 90-day start on renewal outreach.
$300 one time4 days
RequestLending
SMS and email requests that collect loan documents into a secure folder.
You broker the loan, and you chase income documents by phone and email.
$400 per month10 days
RequestField
A follow-up that checks in on every unanswered estimate after 2 days.
You own the company, and you leave an unanswered estimate alone for two days.
$200 one time4 days
RequestInstant SMS and email replies that book an estimate for each lead.
You run the contractor's office, and new leads wait on a manual estimate booking.
$250 one time5 days
RequestClinics
SMS and email reminders sent 48 and 24 hours before each appointment.
You direct the clinic, and clients miss the visit when the reminder arrives on the day itself.
$200 per month5 days
RequestSMS and email reminders that track which clients confirmed.
You own the salon, and you cannot see which clients confirmed.
$200 per month3 days
RequestPermit data you can order is on its own page.
Certificates, the charter, and the catalog are public.