Methodology
Most automation shops bill you to figure it out. We've already figured it out. We build inside the tools you use, surface gaps honestly, and hand back something that runs on its own. You approve every client-facing touchpoint. The rest is on us.
The engagement
2 to 3 days
We already know how firms like yours bill. This conversation is about your version. Your team, your tools, your clients. We come in knowing the common breaks. We leave knowing yours.
3 to 5 days
We bring you a pre-built flow as a starting point, not a final answer. Every message, every trigger, every reminder gets shaped around how your firm actually communicates. You approve it. You can change anything. Nothing goes live that does not sound like you.
1 to 2 weeks
We build inside the tools your team already uses whenever possible. If a gap in your stack is slowing you down, we will tell you and recommend something specific, not just a category. No unnecessary migrations. No retraining your staff on tools they do not need.
Ongoing
We keep it tuned to how your firm evolves. When you are ready, we add the next flow. Onboarding, the weekly digest, whatever your firm needs next.
See where the leak is in your firm. We will show you in the first call.
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