Map the real workflow
We trace the work from trigger to handoff, including the awkward human decisions that should not be automated away.
Automation Studio
We build high-integrity systems for businesses. Real workflows that save your firm 20+ hours every week.
Five places the work piles up: leads going cold, onboarding done from memory, paperwork stuck in inboxes, follow-ups that never go out, and contacts your team forgot it had.
All servicesForms, calls, and DMs are enriched, ranked against your fit criteria, and dropped on the right rep before momentum dies.
Read moreSequenced reminders, calendar holds, and nudges run themselves - the prospect hears from you before they forget you.
Read moreContracts, folders, project spaces, intake links, and first-touch messages provision the moment a deal closes - no checklist, no missed step.
Read moreDormant CRM records are segmented, re-approached with relevant context, and surfaced the moment they re-engage.
Read moreInvoices, IDs, and intake forms get parsed, validated, and routed into the systems that already run your firm.
Read moreSystems that behave
Start with one brittle workflow. Ship it cleanly. Document it. Then decide whether the next build deserves to exist.
No retainers by default, no mystery platforms, no strategy theatre.
The best automation work is not loud. It removes one recurring burden, names the edge cases, and gives the team a system they can trust without thinking about it every morning.
We trace the work from trigger to handoff, including the awkward human decisions that should not be automated away.
The first release handles the core path, the known errors, the retry logic, and the handover notes.
You get the build in your accounts, a written runbook, and a walkthrough that makes maintenance feel ordinary.
Send us one task that is eating your week - a short email or voice note works. We reply within one business day with whether it is worth automating, what a build would cost, and how long it would take.
No discovery questionnaire. No sales call before the audit. Free, no commitment.
Describe one task you wish would run itself. Email or a 2-minute voice note - no forms.
Within one business day: what is automatable, what should stay human, rough timeline, fixed price.
1 to 3 weeks. Build lives in your accounts with documentation and a walkthrough.