Process mapped in a week. Software built in two more.
Modernizing your client onboarding, invoicing, reporting, and data entry. Built to your firm’s standard.
What gets automated
If your team does it every week by hand, it can be built out of their week. Six of the most common are below, each a fixed scope build at a published price, from $3,500, owned by you. Custom software used to be the expensive option. It is not anymore.
Client onboarding
New clients get one link. Documents upload once, data lands in your systems, reminders chase the stragglers.
Invoice follow-up
Overdue invoices get found, chased, and escalated on their own. Your team sees a dashboard, not a to-do list.
Reporting
The Monday report assembles itself from live data and is in the inbox before anyone logs in.
Data entry
Anything retyped between two systems gets a pipe instead. PDFs, emails, and spreadsheets, extracted and filed.
Document collection
Requests, uploads, versions, and sign-offs in one tracked place. Nobody asks “did you get my email” again.
Proposals and SOWs
Standard documents generated from a short form. Consistent every time, ready in minutes, ready to sign.
How it works
Map the process
Week one. Sitting with the people who actually do the work, mapping how it really happens, and agreeing exact scope.
Build the system
The build weeks. Built and tested against your real cases, with check-ins as it takes shape.
Hand it over
Source code, documentation, and the accounts it runs on. Thirty days of fixes included. No retainer, nothing locked in.