What we automate
Operations automation for service firms
Agencies, consultancies, recruiting, legal and accounting firms, real-estate and insurance brokerages — wherever the week goes to intake, follow-up and keeping tools in sync instead of the actual work.
Get in touchThe pattern
The work that makes money is done by senior people, but a large share of their day goes to intake, follow-up, document prep, and keeping tools in sync. Adding coordinators scales that cost linearly. That’s the gap an agent closes.
What we typically build here
- Inbound intake & qualification — Requests come in through a form, email, or DM. An agent qualifies them against your criteria, routes the good ones, and drafts the first reply.
- Proposal & contract prep — Standard proposals and agreements assembled from your templates and the deal details — a person reviews and sends, instead of building each one.
- Client follow-up — Reminders, check-ins, and nudges that fire on schedule instead of depending on someone remembering.
- CRM & inbox sync — One pipeline. Data entered once, visible everywhere, no double entry.
- Resume screening — For recruiting teams — candidates scored against the brief, sorted, and invited automatically. Humans do the interviews.
How we start
One workflow, fixed scope. The first project is small on purpose — enough to see the result and get a real number, not a six-month commitment. If it works, we do the next one.