New clients onboard in 24 hours. Zero manual input from your team. Your partners get 15 to 20 hours a month back, and every one of those hours goes straight back into billable work.
You provide systems access by Day 3. If the system isn't working by Day 14, you don't pay. That's the whole agreement.
Tap any workflow to see exactly what gets built and what your team does instead.
We integrate directly into your practice management software, your email, and your compliance tools. Custom to how you work, not a template you bolt on.
You give us systems access by Day 3. We map your onboarding exactly as it runs today, including the steps that only live in one person's head.
We build inside your existing stack. Your team keeps working straight through it. Nothing goes offline and no client sees a gap.
Your first client onboards with zero manual input. Then 30 days of support for tweaks, fixes and optimization. After that it just works.
One firm, one build, one owner on our side. You're not filing tickets with a support queue.
A $10,000 investment against 15 to 20 hours a month, per partner, of recovered billing capacity. Most firms bill $250 to $400 an hour. One recovered hour per partner pays for this 8x over.
System live and firing on all cylinders in 14 days. You provide your systems access by Day 3. If it's not working by Day 14, you don't pay.
No pilot phase. No discovery retainer. No "we'll try our best."
One call. We map where your firm is losing hours and tell you exactly what will be running by Day 14.