Solutions shaped around your industry

Every industry has unique workflows, tools, and operational challenges. We bring both the technical depth and the domain understanding to build solutions that fit your specific context.

Legal Practice Automation

Law Firms

Law firms run on documents, deadlines, and client relationships. We automate the operational layer, intake, CRM, document generation, billing triggers, and reporting, so your legal team focuses on practice, not admin.

Client Intake Automation

New client intake → CRM matter creation → welcome email → task assignment in under 60 seconds.

Document Generation

Auto-generate engagement letters, invoices, and standard filings from CRM data.

Deadline & Calendar Management

Sync court dates, statute deadlines, and client meetings across all platforms.

Billing & Time Tracking Sync

Connect time tracking tools with billing systems and Google Sheets reporting.

ClioFilevineSmokeballGoogle WorkspaceJira
Firms using our automations typically save 35–50 hours per week in administrative time.
Property & Client Automation

Real Estate

Real estate teams juggle listings, leads, and closings across multiple platforms. We automate lead capture, follow-up, listing sync, and transaction workflows so agents respond faster and never let an opportunity slip.

Lead Capture & Routing

Portal and web leads flow into your CRM and reach the right agent within minutes.

Listing Sync & Distribution

Push and update listings across portals, websites, and social channels from one source.

Automated Follow-up

Drip and nurture sequences triggered by lead stage keep prospects warm without manual effort.

Transaction & Document Workflows

Generate contracts, track milestones, and coordinate closing tasks automatically.

HubSpotSalesforceTwilioGoogle WorkspaceCustom APIs
Real estate teams respond to leads faster and save 15–30 hours per week on listing and transaction admin.
Healthcare Operations Automation

Medical & Hospitals

Clinics and hospitals run on appointments, records, and coordination across busy teams. We automate the administrative layer, scheduling, intake, records sync, and reporting, so your staff spends more time on patient care and less on paperwork.

Patient Intake & Scheduling

New patient forms create records, book appointments, and send confirmations automatically.

Appointment Reminders

Automated SMS and email reminders cut no-shows and free up front-desk time.

Records & Systems Sync

Keep practice management, billing, and spreadsheets in sync without manual re-entry.

AI Auto Report Generation

AI analyses operational and compliance data to draft and generate reports automatically.

Google WorkspaceTwilioCustom APIsGoogle SheetsSlack
Healthcare teams reclaim 20–40 hours per week by automating scheduling, reminders, and records work.
Process & Workflow Optimization

Operations Teams

Operations teams carry the weight of keeping everything running. We build the automation infrastructure, dashboards, data pipelines, approval workflows, and reporting systems, that give ops leaders real-time control.

Operations Dashboard

Pull live KPIs from multiple systems into a single management dashboard.

Approval Workflow Automation

Route approvals via Slack or email with automated reminders and escalation.

Weekly Report Generation

Auto-generate and distribute weekly ops reports from live data, no manual prep.

Cross-System Data Sync

Keep project tools, CRM, and spreadsheets in sync without manual updates.

Google WorkspaceJiraSlackSalesforceCustom APIs
Operations leaders reclaim 8–15 hours per week by eliminating manual reporting and data management.
Client & Project Automation

Agencies

Agencies live by client relationships, project timelines, and deliverable quality. We automate the operational overhead, onboarding, reporting, billing, and communication workflows, so your team ships better work faster.

Client Onboarding Automation

New client form → contract generation → project setup → kickoff calendar invite, all automated.

Project Status Reporting

Pull live project data and auto-send weekly status updates to clients.

Lead Routing & Follow-up

Automatically assign leads, send initial responses, and trigger follow-up sequences.

Invoicing & Payment Triggers

Milestone-based invoice generation and payment confirmation workflows.

HubSpotSlackGoogle WorkspaceStripeJira
Agency teams save 25+ hours per week on project admin, onboarding, and client communication.
Pipeline & Lead Automation

Sales Teams

Sales teams need speed and data accuracy. We build automation that makes sure every lead is captured, routed instantly, followed up on time, and tracked accurately, giving managers real visibility and reps more time to sell.

Lead Routing & Instant Notification

New leads assigned and reps notified in under 2 minutes, always.

CRM Data Accuracy

Automated sync ensures CRM data is always up to date without rep data entry.

Follow-up Sequence Automation

Time-based follow-up email sequences triggered by CRM deal stage changes.

Pipeline Reporting

Real-time pipeline dashboards visible to leadership without manual exports.

SalesforceHubSpotGmailSlackGoogle Sheets
Sales teams using our automations see 20–35% faster lead response and improved conversion rates.
Task & Data Automation

Admin & Back-Office Teams

Administrative teams handle high-volume, repetitive tasks that are perfect for automation. We eliminate the manual burden of data entry, document processing, scheduling, and reporting so your team focuses on high-value work.

Data Entry Elimination

Form submissions and emails auto-populate databases and spreadsheets directly.

Document Processing

Extract and structure data from PDFs, invoices, and emails automatically.

Scheduling & Calendar Automation

Smart calendar automation handles scheduling, reminders, and rescheduling.

Internal Reporting

Auto-generate and email daily, weekly, or monthly reports to stakeholders.

Google WorkspaceGmailGoogle SheetsGoogle CalendarCustom APIs
Admin teams typically eliminate 20–35 hours of weekly manual data work through our automations.
Move Fast With Automation

Startups & Scale-ups

Growing companies need to scale their output without scaling headcount at the same rate. We build the automation and integration infrastructure that lets your team operate at 10× efficiency while maintaining quality.

Rapid Integration Building

Get your SaaS tools talking to each other quickly without expensive engineering time.

Internal Tool Development

Build lightweight admin panels and internal tools that your team actually needs.

AI-First Workflows

Embed AI into your core workflows from day one, classification, generation, analysis.

Scalable Automation Architecture

Automation built to scale with your growth, not break when volume increases.

Custom APIsGoogle WorkspaceSlackAI/LLMsWebhooks
Startups and scale-ups build operational leverage that lets small teams do the work of much larger ones.

Do not see your industry listed?

If your business has repetitive workflows, disconnected tools, or manual processes that slow your team down, we can almost certainly help. Reach out and we will give you an honest assessment.

Discuss Your Use Case
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Most businesses are one automation project away from saving 20+ hours a week. Let us find that project for you.

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