How It Works

Simple steps to grow your firm without the hassle.

Step 2 - Book Calls Automatically

Prospects book themselves. Follow-ups happen automatically.

Step 3 - Reduce Admin

Onboarding, reminders, and internal tasks run without manual chasing.

Step 1 - Get Leads

We build a predictable inbound or outbound lead flow tailored to your firm.

Service Packages

Starter: Pipeline Builder

• Predictable lead system

• Booking + follow-up automation

• Simple performance dashboard

Growth: Ops Automation

• Everything in Starter

• Client onboarding automation

• Document reminder & follow-up system

• Capacity multiplier systems

• After-hours call capture

• Client retention check-ins

Scale: Full Ops Stack

FAQs

How do these systems actually help my firm?

We build automation systems that save your team 10–30+ hours a month by eliminating repetitive tasks like follow-ups, onboarding, and chasing clients for documents — so you can focus on billable work and client care.

Is this just another CRM or software tool?

No — we build custom systems that work with your existing tools. This isn’t a new platform to learn; it's a set of automations that make what you already use work smarter.

Do I need a new website for this to work?

Not necessarily. We can add lead capture and automation layers to most websites. But if your current site isn’t converting, we’ll make recommendations or connect you with a designer.

How long does it take to get up and running?

Most firms see results within the first 7–10 days. Initial systems (like lead capture and follow-ups) are live quickly. More complex flows (like onboarding automation) can be rolled out in phases.

What kinds of firms is this best for?

Our systems are designed for professional services firms—such as accounting, tax, and advisory practices—that want to scale efficiently without adding staff. Growth-focused solo firms are also a great fit.

Will this create more work for my team?

Actually, it’s the opposite. These systems are built to take work off your team’s plate. Everything is designed to run quietly in the background once set up.

How much support do we get?

We provide full setup, training, and documentation. You’ll have access to email and live support, plus optional monthly performance check-ins to make sure everything runs smoothly.

What if our team isn’t tech-savvy?

No problem — we handle all the setup and make sure it’s user-friendly. Your dashboard is simple, and we walk you through how to use everything in plain English.

How will we measure ROI?

Every package includes a dashboard that shows your leads, bookings, client touchpoints, and time saved — so you can clearly see the impact over time.

What’s the first step?

Fillt the form below to get a personalized walkthrough. We’ll show you what the system could look like for your firm and recommend the best starting point based on your needs.

Get Started with a Free 15 -Minute Call for Your Firm

Here’s how we help SMB teams grow without the extra overhead:

We start with a free strategy call to understand your workflow & goal. You get more qualified leads, smoother onboarding, and more time for high-value works