Service
Automate the busywork that keeps the practice from opening on time.
Automation here is implementation: the flows you already agreed were worth it. Intake, status reporting, ticket routing, evidence collection, routine Microsoft 365 work. When a flow breaks on a filing deadline, a person at the desk answers.
Who it is for
Firms that have a short list of repetitive work and are tired of tools that only work while the consultant is still on site.
What you leave with
- One or two live automations, documented so your staff can see what they do.
- Identity and logging so a broken flow is visible — not a silent failure on a Friday.
- A named path to the desk when something stalls the workday.
How it starts
- We start from a strategy or a single, obvious workflow — not a 40-item backlog.
- Build, test with the people who do the job, then turn it on.
- We stay. Automation without a human on the other end of the phone is how firms get burned.
Good automation is boring on purpose. A status that used to take an hour. A restore-evidence pack that used to be a scramble. A new-user path that does not skip MFA. That is what keeps the practice open.
We will not automate judgment you still owe a client. We will automate the copy-paste and the chase.
Security stays in the room: least privilege, logging, and no shadow connectors that send a matter file to a vendor you cannot name.
Questions firms ask
- What do you typically automate first?
- Onboarding and offboarding, backup-evidence packs, recurring reports, and the handoff between a help request and a human. We pick with you.
- Will this replace our staff?
- No. The point is to give the people you already have their mornings back — and to keep the firm open when something fails.