Customer intake
A new client, patient, applicant, owner, tenant. The first three emails are always the same: who are you, what do you need, sign here, send the documents. One page replaces all of it.
We don’t list every industry on this site. We don’t need to. The workflows that lose teams hours look different from the outside, and surprisingly similar from the inside. Tell us what you do and we’ll show you where the shape of your problem already maps to something we know how to build.
Different vocabulary, same underlying work. If one of these resonates, we’ve probably already shaped it for another industry, and the path to your version is shorter than you think.
A new client, patient, applicant, owner, tenant. The first three emails are always the same: who are you, what do you need, sign here, send the documents. One page replaces all of it.
Receipts, invoices, contracts, photos, scans. Someone in your team is opening each one and copying fields into another tool. The right software does the copying, your team only validates.
Missing documents, deadlines, signatures, payments, no-shows. Today someone on your team is the one chasing. With the right setup, the chasing happens on its own and your team only steps in when there’s something to decide.
Files, matters, projects, dossiers — the knowledge is already there, just scattered. A private assistant connected to your own server lets your team find the answer your firm has already produced before, in seconds.
A page where your clients see where their case, file or project stands without phoning or emailing your team. Calmer clients, fewer status calls, more time for the actual work.
You run a process today on Excel, Notion or a homegrown tracker. It works, until it doesn’t. Replacing it with software your team can actually use, without losing what already works, is the most common project we ship.
Whatever your industry, we approach it the same way. The vocabulary changes, the method doesn’t.
You walk us through a normal week in your firm. Where the time goes, what costs you the most, what you’ve already tried. We listen for the shapes we know — and where you’re truly different.
We come back with a small, concrete first thing to build. Not the full vision, the smallest version that proves the value and unblocks your team. You see what we’d build, how, and how long it takes, before committing.
Built, hosted, in front of real users. Iterated with what your team learns once it’s live. From there, we keep going as long as it’s useful, and you can stop or take it in-house any time.
Bring your industry, your daily reality, your worst hour of the week. We come back with what we’d build, how, and how long it takes.