Services
Start on one rung. Climb when it works.
Records first. Desks on top. Growth last. EVERY SERVICE DESIGNED. TAKING FIRST CLIENTS.
01 / The ladder
Six rungs, in order.
0Readiness scorecardA short read of your public presence and intake. Three observations, one suggested first step.FREE
1Operations auditOne to two days inside the firm, a short anonymous staff survey, a ranked automation list and a roadmap.FIXED FEE
2Build sprintsYour second brain, then one desk at a time, each running by a fixed date: intake, content, client reporting or a project desk.FIXED FEE PER DELIVERABLE
3Operations retainerRunning and tuning what we built, adding the next desk, and a monthly review.MONTHLY, AFTER A SPRINT
4TrainingHands-on sessions so your team can use and approve the tools.PER SESSION
5Design EnhancementA sharper look for your site, with a front door that routes every inquiry to a person. Usually added after the systems work.FIXED FEE
Starter package. The scorecard, the audit, then a first sprint that sets up your second brain and one desk. One decision, one first deliverable, one date.
Ask about it
See a sample scorecard
02 / What we build
The second brain, then the desks.
01
The second brain
Your records cleaned up, organized and loaded into one approved AI workspace in your firm's name. Personal AI accounts are replaced with one business account and a one-page rule on what may go in.
02
Desks and automations
One desk at a time, each written down as the work runs today before anything is automated.
03
Leads and marketing
Intake, outreach and, last, your website, built on records that are already in order.
The desks
Intake deskInquiries sorted, routed to a person, with a drafted reply to approve.
Pipeline boardEvery deal or job with its stage, owner and next step, and a morning digest.
Content deskListings, project posts, graphics and short training videos.
Client reportingWeekly updates assembled from your own records for review.
Bottleneck finderFinds the deal or task that has not moved.
Spend reviewA look at what you pay for software and vendors.
We start where almost every firm repeats itself: answering common questions and routing the rest, entering and checking data across systems, drafting letters, listings, proposals and reports, and sorting incoming leads and requests.
Ask a sample firm a question