Less admin.
More billable time.
Practical AI and automation for small professional-services firms, built on the tools you already use and handed over working.
- Email arrives Re: Year-end documents, with 3 attachments
- Filed to the client record Message and files saved, with no retyping.
- Invoice drafted Waiting for a person to review and approve.
- Fixed price$2,000 assessment, credited toward a build within 90 days.
- Your own toolsMicrosoft 365, Google Workspace and what you already use.
- A person reviewsAnything touching money or client communication is checked first.
- You own itRuns on your server and accounts, documented and handed over.
Where small firms lose hours
Client emails and files are scattered
Replies, attachments and decisions live in one person's inbox. Nothing links them to the client record or the work.
Documents and approvals get chased by hand
Staff ask clients for the same missing items, again, then file whatever arrives.
Quotes and invoices are retyped
Proposals, invoices and follow-ups start from scratch each time, so billing runs late and cash flow suffers.
Nine workflows that give hours back
Client intake
One form or email will create the client record, folders, checklist and welcome message.
Email and files, filed
Messages and attachments will land on the right client or matter without anyone forwarding or dragging them.
Document chasing
Missing items will be requested once, with polite reminders, and your team will be told when the file is complete.
Reading documents
AI will pull the key details out of invoices, statements and forms into a record, for a person to check.
Sorting and drafting email
AI will sort incoming email, route it to the right person and draft replies for you to review before anything is sent.
Answers from your own files
An assistant will answer questions from your own documents and show you which document the answer came from.
Quotes and invoices
Drafts will be assembled from your templates and records, for a person to review and send.
Meeting follow-ups
Meeting notes will become a clear summary and a task list, sent after you approve them.
Reports
The weekly or monthly numbers will be pulled together from the tools you already use.
A clear path, with a fixed price at each step
- 1
Talk
A short conversation about how your firm works and where time is lost.
- 2
Assess
You finish a two-week assessment with a prioritized plan and expected hours saved.
- 3
Build
One workflow at a time, tested and documented, then handed to your team.
- 4
Care
Monthly monitoring, fixes and small changes, so it keeps working.
What the assessment plan looks like
You get a short written plan that ranks what is worth automating. This is the format. The contents come from your own firm, and the hours come from what we measure together.
| Priority | Workflow | What changes | Effort | Hours saved a month |
|---|---|---|---|---|
| 1 | Client email and files | Filed to the client record automatically | Small | Measured in your firm |
| 2 | Missing documents | Requests and reminders sent for you | Medium | Measured in your firm |
| 3 | Invoice drafts | Drafted from your own records | Medium | Measured in your firm |
| Not yet | Something that needs the process fixed first | Fix the process, then revisit | None | None |
Built for owner-led firms of about 5 to 50 people
If your team already works in Microsoft 365 or Google Workspace and spends too much time on email, documents and billing, this is for you. Other kinds of small businesses are welcome to ask.
We run these systems ourselves
Client emails that reach our business inbox are filed against the right client record within about five minutes, with attachments saved alongside them. Access is limited to that one mailbox. It is the same pattern we build for clients.
Read the case studyCareful with client data
- Least-privilege access to your systems
- Every automated action is logged
- A person reviews anything that affects money or what a client is told
- It runs on your own server and instance, not mine
- You own what is built for you
What does your admin cost?
Enter the hours your team spends on repeatable admin each week and see what that adds up to over a month. It runs in your browser, and nothing is sent anywhere.
Try the calculatorEvery workflow has a stop, an owner and a way back
- Exceptions go to a personWhen a workflow meets something it was not built for, it stops and tells a named member of your team.
- Approvals before anything goes outDrafts for invoices, replies and client requests wait for a person to approve them.
- Reversible by designYou hold the off switch. We keep earlier versions, so a change can be undone.
What firms ask before they start
Who owns what you build?
You do. Workflows run under your own accounts on your own server or instance. We hand over written documentation, and nothing depends on us staying involved.
What happens when a workflow fails?
It stops and tells a named person on your team. Nothing half-finished goes to a client, and every failure is logged so it can be traced and fixed.
Can we switch it off?
Yes. Every workflow has an off switch that your team controls, and the manual process still works. We keep earlier versions of each workflow, so a change can be reversed.
Where does our client data go?
It stays in your systems. When AI helps, we use the AI service your firm has approved, and we do not train models on your data.
Does this replace people?
No. Automation asks, files and reminds. A person decides, reviews and signs off, especially on anything that affects money, legal rights or what a client is told.
What does it cost to start?
The assessment is $2,000 CAD, fixed. If you go ahead with a build within 90 days, the $2,000 is credited toward it. Each build is quoted at a fixed price after the assessment.
How we handle your firm's information
- Least-privilege accessOnly what each workflow needs, tested.
- Every action loggedYour team can see what ran and when.
- Human reviewFor anything affecting money or what a client is told.
- Tested backupsRestored regularly to prove they work.
Tell us where the time goes.
Send a short note about your firm. We'll reply by email with next steps, including whether we're the right fit.
Get in touch