One Operating System for Your Firm — Built in Days
We build custom systems for consulting firms, agencies, accounting practices, and legal teams—so onboarding, delivery, approvals, and billing live in one place.
Free 30–45 min. Leave with your top bottlenecks, quick wins, and a Phase 1 recommendation.
Where Firms Get Stuck
If any of these feel familiar, you're a good fit.
Onboarding lives everywhere
- Emails, PDFs, spreadsheets, and messages
- Missed steps and inconsistent intake
- No single source of truth
Work gets updated in five places
- Slack + email + notes + spreadsheets
- Status meetings replace real visibility
- Ownership and next steps are unclear
Approvals and handoffs stall
- Partners can't see what's waiting
- Rework from inconsistent inputs
- Delays between teams and roles
Billing leaks money
- Time tracking is inconsistent
- Lost billables and delayed invoices
- No clean handoff from delivery → billing
Custom Operational Systems for Professional Service Firms
We replace spreadsheet chaos with one unified system tailored to how your firm actually runs.
- Client CRM with unified data
- Automated client onboarding + intake
- Project & engagement tracking
- Proposal → approval → delivery workflows
- Task, resource, and internal handoff management
- Dashboards & reporting (workload, pipeline, utilization)
- Role-based access (partners, managers, team, clients)
- Integrations (email, calendar, Slack, accounting, and more)
Projects We Don't Take On
- Off-the-shelf SaaS setups or "small tweaks"
- Consumer apps or marketplaces
- Projects without clear ROI / efficiency gains
Engagement & Pricing
Most builds land in the $15k–$60k range depending on workflows, role complexity, integrations, reporting needs, and automation depth.
Pricing is driven by number of workflows, roles/permissions, integrations, and reporting depth.
We map your workflow, stand up a working foundation, and define a tight Phase 2 scope.
We build workflows, dashboards, automation, and integrations—iterating inside the live system.
Training, adoption support, refinements, and Phase 2+ improvements as your firm grows.
We start small, get something real in your hands quickly, and scale only what's working.
Frequently Asked Questions
What happens on the Free Systems Audit?
In 30–45 minutes, we map your current workflow, identify the top bottlenecks and quick wins, and recommend a Phase 1 scope that gets a working system in your hands fast.
How quickly will we see something working?
Fast. We stand up a working foundation in days so you can log in and see real screens. Then we refine workflows inside the live system in weeks 1–2, and add automation + dashboards once flows are validated.
What tools can you integrate with?
Common integrations include Google Workspace or Microsoft 365, Slack, QuickBooks, calendars, email, and internal databases. If a tool has an API, we can usually connect it.
Do you replace our current tools or work alongside them?
Usually we centralize the work in one place and integrate what you want to keep. The goal is fewer tools, less duplicate entry, and cleaner handoffs—not forcing a rip-and-replace.
What's the next step if we want to move forward?
Book the Free Systems Audit. If it's a fit, we start Phase 1 (Blueprint + Snap‑In Foundation) and ship the first working version quickly—then expand only what proves valuable.
Get Your Operating System Out of Spreadsheets — For Good
Professional service firms deserve systems built for how they work — delivered in days, not months.
Get Your Free Systems Audit
Free 30–45 min. We'll map your workflow, identify bottlenecks + quick wins, and recommend a tight Phase 1 scope.