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Solutions

Operations automation for professional-services firms

For accounting, legal, consulting and agency teams where the work is billable but the admin around it is not.

The job you are hiring us for

Stop paying qualified people to move data between systems

In a professional-services firm the expensive hours are the billable ones, and the cheapest way to lose them is a process that runs on somebody remembering. The job is not 'adopt automation' — it is removing one specific recurring handoff that currently costs a fee-earner an hour a day, and having it keep working after we leave.

You are in this segment if

  • The same client detail is typed into your practice-management tool, your CRM and a spreadsheet
  • Onboarding a client is a checklist a person has to remember, not a process that runs
  • A missed handoff is usually discovered by the client rather than by an alert
  • Someone exports a report every Monday so someone else can reformat it
  • You have tried a no-code tool and it broke quietly, because nothing was watching it

The offer

Automation Sprint

Price
10% OFFLaunch PromoOriginal price: $3,500Promotional price: $3,150You save $350
Timeline
1–2 weeks

What it includes

  • One production workflow, end to end
  • Up to 4 system integrations
  • Error handling, retries and failure alerting
  • Runbook plus a handover walkthrough

What it explicitly excludes

  • Third-party licence fees
  • Ongoing monitoring (see Care retainer)

When one is not enough

Ops Bundle

Price
15% OFFLaunch PromoOriginal price: $9,500Promotional price: $8,075You save $1,425
Timeline
3–6 weeks

What it includes

  • Up to 4 connected workflows
  • Shared data model across the workflows
  • Central logging and an ops dashboard
  • Team training session and documentation
  • 30 days post-launch support

What it explicitly excludes

  • Third-party licence fees
  • Custom UI beyond the dashboard

After it ships

Care

50% OFFOriginal price: $750/moPromotional price: $375/moYou save $375/mo

The Automation Sprint explicitly excludes ongoing monitoring, because an automation nobody watches is an automation that fails silently. Care covers the watching: uptime alerting, dependency updates, tested backups and four hours of changes a month.

  • Uptime monitoring and alerting
  • Dependency and security updates
  • Daily backups, restore tested quarterly
  • 4 hours of changes per month

Proof

We have not published a case study for this offer yet, and we would rather say so than show you one we invented. What you can check today: every price here is the published price, the exclusions are written down before you pay, and a paid Discovery Sprint leaves you with a scope document and a fixed-price proposal whether or not you go ahead.

How we handle proof

Not sure it is scoped yet?

A $2,500 Discovery Sprint runs 2 weeks and ends with a scope document, an architecture outline and a fixed-price proposal that are yours either way. It is credited in full against the project if you sign within 30 days.

Book the Discovery Sprint

This is not for you if

  • Firms wanting a full internal platform built — that is a custom application, priced from the Custom Web Apps floor
  • One-off data migrations with no recurring process behind them
  • Work that cannot be described as a repeatable sequence of steps yet — book the Discovery Sprint first

If none of this fits, the estimator gets you to a number in about a minute.

Browse everything in this area

The catalogue lists every individual service we offer under Automation. It is the index, not the pitch — start from the offer above if it fits.