Automation services
Six places we build, one way we work.
Each service is a sturdy first system - scoped against a real workflow, priced fixed, shipped in 1 to 3 weeks, and handed back with documentation. Pick the one that fits the bleed, or send us the workflow that does not.
- Lead qualification
Lead qualification
Score, enrich, and route inbound leads to the right rep before momentum dies.
Read service - Follow-up scheduling
Follow-up scheduling
Sequenced reminders, calendar holds, and nudges that run themselves.
Read service - Client onboarding
Client onboarding
Contracts, folders, project spaces, intake links, and first-touch messages provision the moment a deal closes.
Read service - Database reactivation
Database reactivation
Dormant CRM records segmented, re-approached, and surfaced the moment they re-engage.
Read service - Document processing
Document processing
Invoices, IDs, and intake forms parsed, validated, and routed into your stack.
Read service - Custom builds
Custom builds
One-of-a-kind internal systems built around how your firm actually operates.
Read service
Send the workflow, get a written audit back.
One business day. We tell you whether it is worth automating, what a build would cost, and how long it would take. No discovery questionnaire.