Enter it once.
Use it where it belongs.
Connect the tools you already rely on so your team spends less time copying information from one place to another.
AUTOMATION FOR THE EVERYDAY WORK
Your team shouldn’t be doing this by hand.
The copying. The chasing. The same report, again.
We build and monitor workflows that give your small business time back.
45 minutes. Free to start. Retainers from $750/month.
ONE CONNECTED WORKFLOWIllustrative example
Client intakeDetails captured once
✓Shared recordThe right information, in place
✓Staff follow-upA clear next step for your team
✓Status reportKnow what needs attention
✓Less re-entry. Fewer loose ends.
Engineered for your business Designed around your teamMonitored after launch
LESS BUSYWORK. MORE ROOM TO WORK.
A smoother day starts
behind the scenes.
Enter it once.
Make the next step
harder to miss.
Give intake, documents, and follow-ups a clear path. Reduce avoidable errors and handoffs that get lost in an inbox.
Keep it working.
Keep it improving.
We stay involved after launch, monitoring and maintaining your workflows under a predictable monthly retainer.
FROM FIRST CONVERSATION TO EVERYDAY RELIABILITY
Built carefully. Kept running.
Discover
In a free 45-minute Workflow Review, we learn how your team works, where time gets lost, and what needs to happen next.
Design
We map the workflow, the tools involved, and the handoffs between people. We agree on what to automate and where human review belongs.
Implement
We build and test the connections, check everyday scenarios and exceptions, and walk your staff through the new process.
Monitor
Under your monthly retainer, we monitor the workflows, investigate failures, fix issues, and improve the process as your business changes.
SMALL TEAMS. REAL-WORLD WORK.
Made for firms like yours.
Independent firms with roughly 5–40 staff.
And other small businesses ready for a better process.
Insurance agencies
Intake, renewals, and document follow-ups.
Explore workflows →Accounting & bookkeeping
Document requests and recurring reporting.
Explore workflows →Real estate brokerages
Lead routing and transaction handoffs.
Explore workflows →Small law offices
Intake, documents, and administrative tasks.
Explore workflows →LOCAL UNDERSTANDING. REMOTE REACH.
Close to your business.
Wherever work happens.
Coastal Georgia & North Florida
Savannah · Rincon · Effingham County · Jacksonville
Tampa Bay & nearby communities
Tampa · St. Petersburg · Clearwater · Brandon · Lakeland
Remote engagements available for small businesses and startups.
START WITH ONE WORKFLOW
What keeps landing
back on your desk?
Let’s look at it together. Your first 45 minutes are free.
Book a Free Workflow Review
A conversation about your business. Plain and simple.