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Every missed follow-up, lost lead, or forgotten task is a missed opportunity. Our custom automation services help you eliminate bottlenecks, reduce errors, and ensure nothing falls through the cracks.
Every minute your staff spends digging through emails or double-entering information is time they’re not spending serving clients. Our automations act like digital assistants, working 24/7, never forgetting, never missing a beat.
Whether you’re juggling intake emails, managing multiple client files, or trying to keep your team on the same page, automation can take the load off your shoulders. We build powerful, behind-the-scenes workflows that keep your systems running smoothly, so you and your staff can focus on high-value work.
From law firms to service businesses, our clients save time, increase output, and grow faster.
Every business is different. We build automations that match your unique workflows.
Campos Law Group used to rely on email notifications from their answering service to alert them of missed client calls. The problem? These emails often got lost in the shuffle.
We helped them build an automated workflow that:
Result: Faster follow-up, no dropped leads, and a better client experience.
If you can dream it, we can do it! If you need a place to start, try one of the options below:
Automatically turn emails or form submissions into Filevine tasks, client records, or follow-up reminders.
Don’t lose another lead — create tasks and assignments instantly when a call is missed or a voicemail is received.
Send the right tasks to the right person based on project type, client status, or even keywords in the message.
Trigger follow-up reminders when a key document hasn’t been uploaded or signed.
Automatically update project stages, notify stakeholders, or create follow-up tasks based on case activity.
Tell us what’s slowing you down.
We’ll start with a free consultation to map out where you’re losing time or dropping tasks.
We build your automations.
Custom-built to fit your exact workflows. No tech skills needed.
You get your time (and peace of mind) back.
Spend more time serving clients and growing your business, not chasing emails and reminders.
Ready to streamline your operations and deliver better client service with less effort? In our first call, we will identify how we can cut your workload in half through smart automations.
Find quick answers to the most common questions about our services, process, and support.
We can automate lead capture, client onboarding, appointment reminders, document generation, payment collection, reporting, and more. If it’s repetitive, we can usually automate it.
We work with CRMs, ERPs, legal practice management software, payment gateways, email marketing tools, and project management platforms. Popular integrations include QuickBooks, Filevine, Sage Intacct, HubSpot, and Google Workspace. You can see a full list at the top of this page.
Yes. Our clients regularly save hundreds or thousands of hours per year by automating repetitive admin tasks. This allows teams to focus on higher-value work that drives revenue.
We start by mapping your current workflows, identifying bottlenecks, and recommending automation opportunities. From there, we build a custom solution tailored to your exact needs.
No. We build automations so they run in the background with minimal upkeep. If something changes in your workflow or software, we can make updates for you.
Definitely. We often integrate websites with back-end systems so online leads, payments, or form submissions automatically feed into your CRM or business software.
Getting started is easy! Contact us today for a free consultation, and we’ll discuss your business needs, goals, and the best strategies to help you succeed.
Reach out to us via email, phone, social media or text message. We respond quickly!
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"I had the priviledge of working with Les for almost two years when we contracted with him at our rapidly growing Real Estate company; eXp Realty. Les' thorough knowledge of our Intacct Accounting System allowed us to utilize his skills to provide comprehensive training to our expanding Accounting and Finance staff as well as implement additional modules. He also helped us design and document new workflow improvements and create proper user roles for SOX compliance. Les is a total pro and a genuine pleasure to work with. I would highly recommend him to assist in any Intacct Accounting implementations, ERP integrations or process improvement initiatives."