Intake is where firms bleed the most — but it's rarely the only leak. Fixed-fee consulting that maps your firm's time drains and builds the automations to close them.
Our AI Intake & Automation Audit maps how your firm handles inquiries, follow-up, scheduling, and routine documents, then delivers a prioritized automation plan. Most firms find 5–10 hours of recoverable staff time per week.
A complete workflow review of how your firm handles client inquiries, follow-up, scheduling, and routine documents. You receive a prioritized automation roadmap and one implemented quick win included.
We build the automations identified in your roadmap and connect them to the tools you already use — your email, calendar, practice management software, and document systems.
One 90-minute conversation and a week of review. You'll leave with a clear picture of exactly where your firm is losing time — and a plan to get it back.