Built for businesses where time is money and paperwork never stops.
We specialize in professional services firms where high-value people spend too much time on low-value tasks. Here's exactly who we help and how.
Law Firms
Intake forms, document drafting, and deadline reminders eat billable hours that should be going to clients. Attorneys and paralegals routinely spend 30–40% of their time on administrative work that doesn't require a law degree.
Automations we build
- Intelligent client intake questionnaires that adapt based on matter type
- Contract and agreement first-draft generation from intake data
- Automated calendar and deadline sync with client notification sequences
Dental Practices
Appointment reminders, insurance verification, and new patient forms are entirely manual at most practices — creating front desk bottlenecks, no-show rates, and patient friction that directly affect revenue and satisfaction scores.
Automations we build
- Multi-step automated reminder sequences via text and email
- Insurance pre-verification agents that check eligibility before appointments
- Digital intake forms with automatic EHR data population
Accounting Firms
Tax season overwhelm, client data collection, and financial report generation take days of staff time that should be focused on analysis and advisory services. Chasing clients for documents is a full-time job no one has time for.
Automations we build
- Client document request automation with follow-up sequences
- Report generation pipelines that pull from source systems
- Deadline notification systems for clients and internal staff
Real Estate Agencies
Lead qualification, listing descriptions, and follow-up sequences are all repetitive, time-consuming, and yet mission-critical. Agents who don't follow up within minutes lose leads — but consistent follow-up at scale is nearly impossible manually.
Automations we build
- AI lead scoring agents that qualify and route incoming inquiries instantly
- AI-generated listing copy from property data and photos
- Automated follow-up campaigns personalized by buyer or seller profile
Insurance Agencies
Policy renewal reminders, quote preparation, and claims intake are time-consuming processes that require precision but not creativity. Every manual touchpoint in the renewal cycle is an opportunity for a client to shop elsewhere.
Automations we build
- Renewal reminder automation with personalized outreach sequences
- Quote comparison agents that gather and format carrier data automatically
- Claims intake workflows with status tracking and client communication
Not sure if you're a fit?
If your team spends more than a few hours a week on repetitive paperwork, data entry, or follow-up — we can almost certainly help. Tell us about your business and we'll tell you honestly whether automation is the right move.
Tell us about your business