Industries
The firms we know best.
Every professional services firm runs on inquiries, documents, deadlines, and handoffs. How that goes wrong looks different in a law firm than in an insurance agency, so start with yours.
Five industries
Find your firm.
Financial services
The advice is the work. Everything around it, the onboarding paperwork, the transfers, the review cadence, the compliance record, is machinery, and it runs on somebody remembering.
- Onboarding that takes three weeks
- Reviews that slip a quarter at a time
- Paperwork waiting on one signature
Legal
A matter can’t move until somebody signs, sends, or remembers something. Most of what sits between a consultation and a filed document is administrative, and none of it is billable.
- The consultation that never got followed up
- Intake that takes four calls to finish
- Deadlines that don’t forgive anything
Accounting
The deadlines don’t move, the documents arrive late, and January to April is four times the work with the same number of people. A surprising amount of what makes that worse is mechanical.
- The PBC list that never comes back
- Deadlines that don’t negotiate
- Busy season with the same headcount
Insurance
Your book renews whether or not anyone reminds it to, and quotes go cold in days. Most agencies lose more business to follow-up that didn’t happen than to price.
- The quote nobody followed up
- Renewals are the book, and the book is the business
- Comparison shoppers hit four agents at once
Real estate
Two different businesses share this page, because the problem isn’t the same one. An agent loses deals to response time. A property manager loses evenings to maintenance requests and lease renewals.
- Portal leads go to whoever answers first
- Showings arranged by text tennis
- Clients who go quiet between milestones
Other professional services
Lending, consulting, and more. Inquiries arriving, documents being chased, work handed from one person to the next. We’ve built that before.
Why these five
Owner-run firms, the same two leaks.
They’re all owner-operated firms run by someone who’s expert at their actual job and has no interest in becoming a technologist. They all lose money in the same two places: inquiries that go unanswered too long, and administrative work that only happens because a person remembered to do it.
If your firm isn’t one of the five, it probably still chases documents and hands work between people, which is the part we build.
Tell us what’s slowing the business down.
A short call, no pitch deck. Tell us what you’re working on, whether it’s a website, a process that eats your week, or a tool that doesn’t fit, and we’ll tell you what’s worth doing and roughly what it takes.
You’ll talk to Andrew directly.
Prefer email?info@kaveotech.com