From First Call to Fully Automated
A transparent, step-by-step engagement model. Every phase has a fixed scope, defined deliverable, and clear timeline.
Free Workflow Review
We start with a free 30-minute Zoom walkthrough of your current operations. You walk us through where your team spends the most time. We listen, ask focused questions, and identify 2–3 automation opportunities on the spot.
Free Workflow Review
We start with a free 30-minute Zoom walkthrough of your current operations. You walk us through where your team spends the most time. We listen, ask focused questions, and identify 2–3 automation opportunities on the spot.
AI Operations Audit
A deep diagnostic engagement. We shadow your team's workflows (async, no disruption), map every manual process, and produce a full automation roadmap. Each opportunity is ranked by estimated ROI, effort, and risk.
AI Operations Audit
A deep diagnostic engagement. We shadow your team's workflows (async, no disruption), map every manual process, and produce a full automation roadmap. Each opportunity is ranked by estimated ROI, effort, and risk.
Proposal & Scope Agreement
Based on the audit, we scope the first automation build. You receive a fixed-price proposal with exact deliverables, timeline, and success criteria. We agree in writing before a single line of code is written.
Proposal & Scope Agreement
Based on the audit, we scope the first automation build. You receive a fixed-price proposal with exact deliverables, timeline, and success criteria. We agree in writing before a single line of code is written.
Build & Iterate
We build your custom automation system. You get a working demo at the end of each week — no black box development. You can provide feedback, request adjustments, and track progress at every stage. Two revision rounds are included.
Build & Iterate
We build your custom automation system. You get a working demo at the end of each week — no black box development. You can provide feedback, request adjustments, and track progress at every stage. Two revision rounds are included.
Deployment & Training
We deploy to your chosen infrastructure (cloud or on-premises), run a live training session with your team, and hand over full documentation — written for non-technical operators. You receive complete source code on day one.
Deployment & Training
We deploy to your chosen infrastructure (cloud or on-premises), run a live training session with your team, and hand over full documentation — written for non-technical operators. You receive complete source code on day one.
30-Day Support Window
Every build includes a 30-day post-launch support window at no extra cost. We fix bugs, tune performance, and make minor adjustments as your team gets up to speed. Support requests are responded to within 24 hours.
30-Day Support Window
Every build includes a 30-day post-launch support window at no extra cost. We fix bugs, tune performance, and make minor adjustments as your team gets up to speed. Support requests are responded to within 24 hours.
Managed Automation
OptionalAfter the support window, you can move to our managed plan. We monitor your systems, migrate AI models as they improve, build new automations as your firm grows, and provide priority support with a 4-hour response SLA.
Managed Automation
OptionalAfter the support window, you can move to our managed plan. We monitor your systems, migrate AI models as they improve, build new automations as your firm grows, and provide priority support with a 4-hour response SLA.
Average time from first call to deployed automation:
6–8 weeks
For single-workflow automations. Multi-system integrations may take 10–12 weeks.
What you can always hold us to
Every engagement, regardless of tier, comes with these guarantees in writing.
Have questions about the process?
See our FAQ for answers to the most common concerns.
Start with Step 1.
Book your free 30-minute workflow review.
Book Your Free Workflow ReviewNo commitment required. No sales pitch. Just a workflow analysis.
Ready to Automate?
Stop losing billable hours
to manual work.
Book a free 30-minute workflow review.
No commitment. No sales pitch. Just a workflow analysis.
Book a Free Workflow Review