Question 1

What kinds of firms do you work with?

Accepted Answer

Professional services firms: financial services, legal, accounting, insurance and real estate, plus neighbors like lending and consulting. What they share is an intake queue, documents to chase, work that gets handed between people, and clients who want to know where things stand. If that’s your week, it doesn’t much matter whether we’ve written a page about your industry. If you’re a consumer brand or an online store, we’re probably not the right fit, and we’ll say so on the call.

Question 2

How do I get started?

Accepted Answer

Book a call. It’s short and there’s no pitch deck: tell us how work reaches you today, and we’ll tell you what’s worth automating, what isn’t, and roughly what it takes. If it makes sense to go further, the next step is the workflow audit.

Question 3

What happens in the workflow audit?

Accepted Answer

We map how work actually reaches you and moves through the firm, and check what your existing software could already do. You get it written up: what’s worth automating, what isn’t worth touching, and what each piece would cost. The plan is yours either way, and you owe nothing further.

Question 4

How does pricing work?

Accepted Answer

The audit ends in a written plan with a price for each piece, so you know what something costs before anything is built. You can go ahead with all of it, some of it, or none of it. There’s no package you have to buy into.

Question 5

How long does this take?

Accepted Answer

The audit is short. The first build is usually a few weeks rather than a few months, because we start with the one or two workflows costing you the most and get those working before adding anything else. You’ll get real dates in the written plan, not a range invented on a call.

Question 6

Do I have to sign a long-term contract?

Accepted Answer

No. The audit stands on its own, and the plan is yours whether or not you go further. After the first build, staying on to adjust what’s running and add new workflows is optional, and easy to stop.

Question 7

Do we have to automate everything at once?

Accepted Answer

No, and almost nobody does. Most firms start with the one or two things costing them the most time, usually intake at the front or document chasing in the middle. We add from there once you’ve watched it work.

Question 8

Do I have to replace the software we already use?

Accepted Answer

Usually not. Most of what we turn on lives inside the CRM, practice management system or portal you’re already paying for. We bring in something new when there’s a real gap, and we explain why before we do it.

Question 9

Will clients know something was automated?

Accepted Answer

Some will, and it rarely matters, because the alternative was waiting three days for a reply. Everything goes out in your firm’s voice, from your addresses, and anything that should come from a person still does. You decide which is which.

Question 10

What happens if something breaks?

Accepted Answer

It happens, usually when one of the tools changes. We build so a failure is visible rather than silent, and we stay reachable for the fix. An automation nobody is watching is worse than no automation at all.

Question 11

What about client confidentiality?

Accepted Answer

Client records stay in the systems you already control, under the permissions you already set. We don’t move data somewhere new to make an automation work, and who can see which record is a design decision we make with you rather than an afterthought.

Question 12

We’re regulated. Does that rule this out?

Accepted Answer

No, but it changes what we build and in what order. Retention, audit trails, approvals, and who’s permitted to see what are part of the design rather than something bolted on afterwards. If a step needs a human sign-off to stay compliant, it keeps one.

Question 13

Do I own what you build?

Accepted Answer

Yes. It runs in your accounts, on your subscriptions, and any code and hosting sit in your name, so another developer could pick it up. We don’t hold anything hostage.

Straight answers to fair questions.

Getting started.

Cost and timing.

How it works.

Data and ownership.

Tell us what’s slowing the business down.