Custom Workflows

You Shouldn't Need a Dev Team to
Automate Your Business

Tell us what's eating your time. We'll build the automation that eliminates it — custom workflows designed around how your business actually operates, not how software thinks it should.

Describe Your Workflow → See Examples
What We Build

Real Workflows. Real Businesses.

Not templates. Not Zapier chains. Custom-built automation systems designed around your exact process.

1
AI Client IntakeAI qualifies case type, checks for conflicts against your existing client database, auto-generates retainer agreement, routes to the right attorney by practice area
2
Court Deadline TrackingAutomated reminders to attorneys and paralegals with escalation if unacknowledged. Auto-generates filing checklists based on case type and jurisdiction
3
Billable Hours AutomationAI parses call transcripts and emails, auto-logs time entries into your billing system with suggested billing codes and client matter numbers
4
Document AssemblyClient data flows from intake into templated documents — engagement letters, pleadings, correspondence — pre-filled and ready for attorney review
1
Insurance VerificationPatient books appointment, AI auto-pulls insurance eligibility and coverage details before they walk in. Front desk starts informed, not scrambling
2
Treatment Plan Follow-UpPatient gets a $4,000 treatment plan but doesn't schedule. AI follows up at 3, 7, 30 days with different messaging angles. Tracks acceptance rates
3
Intelligent Recall SystemPatients overdue for cleaning get multi-channel sequences based on inactivity length — different urgency at 6 months vs 12 months vs 2 years gone
4
Post-Procedure Check-InsAfter major procedures, AI sends timed check-in messages asking about pain, swelling, recovery — flags concerning responses for immediate staff review
1
Document CollectionTax season: AI chases clients for missing W-2s, 1099s, receipts via email and SMS. Tracks what's in and what's outstanding per client. Auto-nags on schedule
2
Client OnboardingNew client signs up: AI generates engagement letter, sends questionnaire, collects entity docs, sets up folder structure, assigns to a preparer
3
Deadline ManagementAuto-tracks filing deadlines per client entity type. Sends prep reminders to staff at 30/14/7 days. Auto-files extensions if completion threshold isn't met
4
Advisory TriggersClient's revenue crosses a threshold? Entity structure might need updating? AI flags proactive advisory opportunities and drafts the outreach email
1
Transaction CoordinationOffer accepted: AI kicks off the closing checklist — title order, inspection scheduling, appraisal tracking, document collection, deadline alerts to all parties
2
Agent OnboardingNew agent joins: AI handles license verification, MLS setup checklist, training module assignment, mentorship pairing based on specialty and location
3
Commission TrackingDeal closes: AI calculates split based on agent tier and deal structure, generates disbursement request, syncs to accounting. No manual spreadsheets
4
Lead Nurture by StageBuyer browsing vs pre-approved vs actively touring — each gets different automated touchpoints. AI adjusts cadence based on engagement signals
1
Automated Client ReportingAI pulls data from analytics, ad accounts, and CRM. Generates branded monthly reports with AI-written executive summaries. Sends on schedule
2
SOW GenerationSales call transcript gets parsed by AI. Auto-generates scope of work with estimated hours, deliverables, and pricing from your rate card
3
Resource AllocationNew project comes in: AI checks team capacity across existing projects, suggests staffing based on skill match, availability, and utilization targets
4
Project Milestone AlertsDeliverables overdue, budget burn rate high, client hasn't provided feedback in 7 days — AI flags risks before they become fires
How It Works

You Describe It. We Build It.

No learning curve. No software to manage. You tell us what's painful, we make it disappear.

01
Discovery Call
Walk us through your process — what triggers it, who's involved, where it breaks down. We map out the workflow and identify what to automate first for maximum impact.
02
We Build It
Our team designs and deploys your custom automation using enterprise-grade tools. Most workflows are live within 1-2 weeks. You test it, we refine it until it's right.
03
It Runs
Your automation runs 24/7 without any maintenance from you. We monitor performance, handle updates, and adjust as your business evolves. You focus on your work.
The Toolkit

Building Blocks for Any Workflow

These are the components we combine to build your custom automation. Every workflow is unique — these are the pieces.

AI Voice Agents
AI Chat
Email Sequences
SMS Campaigns
Calendar Booking
Document Gen
Payment Processing
Data Sync
API Integrations
Task Routing
Auto Reporting
Conditional Logic
Infrastructure

Built on Enterprise Tools

The same stack powering enterprise automation — at small business pricing.

n8nn8n
OpenAIOpenAI
TwilioTwilio
StripeStripe
SupabaseSupabase
CloudflareCloudflare
Pricing

Transparent. No Surprises.

Custom doesn't mean mystery pricing. Here's how it works.

Single Workflow
One Automation
$500+
One-time build fee
Single workflow design + build
Delivered in 1-2 weeks
30 days of adjustments
Optional $99/mo management
Full System
Multi-Workflow Build
$1,500+
One-time build fee
3-5 connected workflows
CRM + pipeline setup
Delivered in 2-3 weeks
Optional $199/mo management
Ongoing
Managed Automation
$299/mo
Monthly management
All workflows monitored 24/7
Unlimited adjustments
New workflow builds at 50% off
Monthly performance reports
Get Started

Describe Your Workflow

The more detail you give us, the faster we can scope it and give you an accurate quote. Nothing here is binding — it's just a starting point.

About You
The Workflow
Scope & Budget
We respond within 24 hours with a scope and estimate.

We've got your workflow.

Someone from the team will review your submission and get back to you within 24 hours with a scope, timeline, and quote. No pressure, no obligation.

Any Business. Any Process.

If You Can Describe It,
We Can Automate It.

Stop paying people to do work a machine should handle. Tell us what's slowing you down.

Describe Your Workflow →Call (888) 533-5784
No setup fees until we agree on a scope