Automation & reporting · $1,500–$4,500
Small-business automation
I help small law firms automate client intake within seven days — without replacing their current software.
What you get
Repetitive admin work automated end-to-end so your team reclaims at least five hours a week. I connect the tools you already use and build the workflows that move information for you — no copy-paste, no dropped leads.
Examples of what I automate
- Form submissions into spreadsheets or CRM — every lead captured, organized, and tracked automatically.
- Automatic follow-up emails — instant, personalized replies the moment a lead comes in.
- Invoice reminders — gentle, scheduled nudges that improve cash flow.
- Appointment notifications — confirmations and reminders that cut no-shows.
- Lead routing — the right lead to the right person, instantly.
Best for
Law firms, accountants, clinics, contractors, and consultants — businesses where a few hours of manual admin per day quietly drains the team and lets leads slip through the cracks.
Frequently asked
Do I have to replace my current software?
Usually no. Most automation connects the tools you already use — your forms, CRM, email, and calendar — without replacing them.
How do you guarantee five hours saved?
We define the time-consuming manual tasks up front and automate them. The target is at least five hours per week of reclaimed staff time; the exact savings depend on your volume.
What if an automation breaks later?
Optional automation care plans provide monthly monitoring and repair so your automations keep running when tools change.
How many hours does your team lose to copy-paste every week?
Let's automate the worst offender first.