From a free review to a workflow that runs on time, with a person in control.
One workflow at a time. Read-only first, a paid build only if you choose, and a human approving anything that reaches your clients.
Watch one workflow move through the whole process.
Read-only first, held for a person at the review gate, then a fixed-price build and a monitored pilot where one honest number is measured. The detail of each stage is below.
One workflow, from first look to steady state. Read-only first, held for a person at the gate, one honest number measured. Sample; nothing is sent.
Discovery
You apply and name the one workflow that costs the most time. We confirm it is a fit for a founding review, or point you elsewhere honestly if it is not.
Read-only. You can stop here at no cost.
The free review
Over five business days we look at that one workflow, read-only, on your own tools. We document how it runs today: the hours, the manual steps, and where it slips.
Five business days. You keep the written baseline.
The paid build
If you choose to go ahead, we build the improvement on your own accounts, in your firm’s name, to a fixed scope and a fixed price agreed in advance.
Fixed scope, fixed price, agreed before we start.
Monitored pilot
We watch the work over a short pilot and measure one honest before-and-after number, using the same method both times. If it misses, we tell you.
One honest number, same method both times.
Ongoing reliability
You can keep us on to own reliability: monitoring, alerts when something breaks, and a defined way to request changes. This is optional, not assumed.
Optional. Monitoring, alerts, a defined change path.
What stays true at every stage
- It runs on your accounts, in your firm’s name. We never contact your clients as an outside party.
- A person on your side approves anything that would reach a client. Nothing consequential is automatic.
- We measure honestly, even when a number is not the one we hoped for.