Automation
AI and workflow automation that gives your team hours back
Most firms already use AI tools; very few have them built into how work actually flows. We automate the repetitive steps around client intake, onboarding, follow-up, document collection and reporting, connected to the CRM and practice-management tools you already use.
What you get
- Faster response to new enquiries, including out of hours
- Less manual data entry between systems
- Consistent client onboarding and document collection
- Reporting that builds itself
How we work
01
Map
Document current workflows and find the steps that cost the most time.
02
Prioritize
Pick automations by hours saved and risk.
03
Build
Integrations with your CRM, email, forms, calendars and AI models, with human review where it matters.
04
Support
Monitoring, error handling and iteration.
What’s included
- Lead intake and qualification automation
- Client onboarding workflows
- AI-assisted document and email drafting
- CRM and practice-management integrations
- Automated reporting
Automation by industry
Every industry has different buyers, rules and economics. See how we approach yours.
- Law FirmsMarketing for law firms: SEO, Google Ads and AI-search visibility for personal injury, family, immigration, estate planning and business law practices.
- Accountants & CPAsSEO, PPC, email and automation for accounting firms, CPAs and tax advisors who want steady, recurring clients rather than seasonal spikes.
- MSPs & IT ServicesSEO, PPC, AI-search and automation for managed service providers, IT support companies and cybersecurity firms selling high-value contracts.
- Dental PracticesLocal SEO, Google Ads and booking automation for dental practices, orthodontists and implant clinics.
- Med Spas & AestheticsSEO, paid social, Google Ads and rebooking automation for med spas, aesthetic clinics and cosmetic practices, within strict advertising rules.
- Home ServicesLocal SEO, Google Ads and Local Services Ads for HVAC, roofing, plumbing, electrical and other home-service businesses.
Frequently asked questions
Is it safe to use AI with client data?
It can be, with the right setup: data-processing agreements, models that don’t train on your data, access controls and human review. We design automations to fit the confidentiality rules of your profession.
Talk to us about Automation
Tell us about your firm, your markets and your goals, and we’ll come back with a clear plan and next steps.
Get a proposal