INDUSTRY
"PROFESSIONAL SERVICES"
Intake, document handling, and client portals for law, accounting, consulting
Law firms, accounting practices, consultancies, agencies — document-heavy businesses where intake quality predicts engagement quality. Custom workflows that make the right intake easy.
/WHAT WE SEE
The pain points we hear repeatedly from teams in this industry:
- Intake by email with PDF attachments retyped manually
- Signatures collected via DocuSign, printed, scanned, retyped
- Client portals nobody logs into
- Case status visibility means another email to the partner
- Billing time captured by memory, not by system
/EXAMPLE SCOPES
The shapes of work we're built to ship for this industry:
- /01Digital intake platform: smart forms + e-signature + doc upload + sync to system of record (4-6 weeks)
- /02Client portal with case status, document vault, and secure messaging (5-8 weeks)
- /03Time-capture automation: calendar + email → timecard suggestions (2-4 weeks)
/RELEVANT SERVICES
"SAAS DEVELOPMENT"
Full SaaS platforms
Auth, payments, dashboards, multi-tenancy. Shipped in 6-10 weeks. Fixed price, weekly demos, you own the code.
$8k–$25k typical
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"WORKFLOW AUTOMATION"
Stop copy-pasting between apps
Custom workflows using n8n, Make.com, or Zapier that connect your business apps, eliminate manual data entry, and run 24/7.
$3k–$12k typical
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"AI CHATBOTS"
Custom conversational AI
Custom chatbots that capture leads, qualify prospects, and book appointments 24/7. Integrates with your CRM.
$3k–$15k typical
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"BUSINESS PROCESS MAPPING"
Visual ROI map of every workflow
Visual process maps, automation opportunity reports, and ROI projections. Shows exactly where to automate first for maximum impact.
$2k–$6k typical
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/INDUSTRY NOTE
Confidentiality is the bar. We use encrypted storage, signed BAAs or equivalent with all infra providers, and audit logs by default. We'll push back on any 'send PDFs over email' pattern.
WORK IN THIS INDUSTRY?
30-minute discovery call, free. We'll figure out which of these scopes (or one we haven't mapped yet) fits your team.
BOOK A FREE CALL