A look at automation systems we've built, for our own practice and for clients. We start by understanding what you actually need, not just what's asked for, these are the results. Business names are withheld out of confidentiality; the work and the results are real.
New inquiries sat until someone had time to respond personally, sometimes hours later, with the same information typed manually into multiple places.
Every inquiry is automatically routed based on what the person is asking about, and receives a personalized response within a minute. No one has to be at their desk for it to happen.
A full day each week went into planning, writing, and scheduling social content by hand.
A connected system generates a week of on-brand content and images automatically, recommends what to post next based on real traffic data, and only needs a short review and approval before it goes out.
Opening a new client file meant manually collecting information, coordinating approvals over email with no single view of where things stood, and separately drafting the engagement letter and retainer email by hand.
An online form automatically maps submitted information into the right system, routes it to support staff for review, then to the partners for approval, all tracked in one place.
Approach: We talked with the partners first to understand what they needed, then separately with the staff handling day-to-day intake, and combined both perspectives into the build. The partners estimate it saves 1.5 hours of billable attorney time per new client intake, time they can now bill instead of losing to admin work.
These three are real, delivered work. Here's a sense of the range, across different types of businesses.
Missed call → automatic text with a booking link, sent within seconds.
Job marked complete → invoice generated and sent, with automatic payment reminders.
New lead comes in → automatically scored and routed to the right salesperson.
Appointment booked → automatic reminder texts, plus a follow-up if the client no-shows.
Positive review posted online → automatically thanked and reshared to social media.
New inquiry on a listing → instant response with property details, agent notified simultaneously.
Inventory drops below a threshold → automatic reorder alert sent to the supplier.
New hire signs offer letter → onboarding checklist, accounts, and welcome email created automatically.
Support request comes in → automatically categorized and routed to the right person, no manual triage.
Tell us what's slowing you down. We'll follow up to talk through what a fix could look like.