Automation Suite
Client Intake Hub
Smart forms, routing, and CRM handoff. Frictionless for clients, structured for ops.
We design Apple-clean experiences with ruthless practicality: client intake hubs, AI voice agents, document workflows, and analytics that actually ship.
Smart forms, routing, and CRM handoff. Frictionless for clients, structured for ops.
Answers, books, confirms. Your tone, your rules, 24/7.
Generate, e-sign, store, and sync to your drive without touching a mouse.
One board: pipeline, SLAs, revenue, and missed calls. See it. Fix it.
Glue the tools you already use—no rip & replace.
Route leads, book tours, send disclosures, push to CRM in seconds.
Insurance capture, consent e-sign, reminders, no-show rescue flows.
Conflict checks, matter intake, fee agreements, and doc assembly.
Trusted by teams in real estate, clinics, and law—Chicago built, nationwide ready.
One flow live in 2 weeks. Includes intake hub + simple dashboard.
Voice agent + docs + analytics. Most small teams start here.
Multi-location, SSO, SLAs. Request a scoped proposal.
We deployed a call agent + SMS capture for a 4-office clinic. Booking time dropped to under 90s.
Property managers received qualified leads with pre-screening and ID verification.
Auto-generated retainer + e-sign shaved 24 hours off new matter onboarding.
A quick look at the actual surfaces clients touch—clean, fast, and branded.
5 patterns to capture leads without adding staff hours.
Scripts, escalation, compliance—what to prep before you deploy.
From template to signed PDF in under two minutes.
Ready to move? Kick off with the short form. We’ll reply same-day.
Send context, links, and any current tools you use. We’ll scope fast.
Serving teams nationwide. Remote-first builds, on-site go-lives by request.