Services & Pricing

Built for firms ready to
stop trading time for money.

One implementation. Measurable outcomes: more revenue, healthier margins, happier staff, better client retention — and a firm that runs without you holding it together.

We solve these exact problems
→Manual data re-entry draining staff time
→Slow onboarding hurting client satisfaction
→Late invoices and billing leaks cutting margins
→No visibility into revenue or billing status
→Growth adding stress instead of profit
→Staff burnout from repetitive manual work
→Clients leaving due to inconsistent service
→Owner stuck in operations instead of strategy
Flagship offer
FLOW Framework™ Implementation
Done-for-you systems implementation. We audit your operations, eliminate the friction, build the automations, and hand you a firm that runs on systems — not people.
Your firm. Fully systematized.
In 30 days.
We go end-to-end: intake through billing, onboarding through reporting. Everything manual becomes automatic. Everything invisible becomes visible. The result is a firm that generates more revenue, runs leaner, retains clients longer, and gives your team their time back.
F
Foundation
Standardize how your firm operates so automation has something solid to run on.
L
Layering
Introduce and connect the right tools, automations, and integrations in a structured way.
O
Optimization
Refine workflows, remove inefficiencies, and improve how processes operate.
W
Workflows
Remove yourself as the bottleneck. Lead your firm instead of operate it.
What's included
  • ✓
    Full workflow audit & friction mapping
  • ✓
    Standardized client intake process
  • ✓
    CRM connection & record sync
  • ✓
    Contract & e-signature automation
  • ✓
    Invoice auto-generation & sending
  • ✓
    Payment tracking & reminder sequences
  • ✓
    Recurring billing automation
  • ✓
    Document request & chase workflows
  • ✓
    Internal task assignment automation
  • ✓
    Revenue visibility dashboard
  • ✓
    Monthly performance snapshot report
  • ✓
    30-day implementation guarantee
$4,700
Full FLOW Framework™ implementation — one-time fee
+ $997/month support retainer
Apply to Work Together
Now reviewing Q3 applications · We work with firms ready to implement
↻
What the $997/month retainer includes: Monthly performance snapshot (automation health, volume metrics, time saved, and improvement recommendations as needed), maintenance and minor optimizations, and priority support. New builds are scoped separately as mini SOWs.
Add-ons
Extend your implementation.
Scoped and priced separately as mini SOWs — added during or after your implementation.
Power BI Dashboard & Reporting
Advanced reporting add-on
A fully customized Power BI dashboard that gives you real-time visibility into your firm's performance — beyond what standard reports show.
  • ✓
    Custom KPI dashboard for your firm
  • ✓
    Revenue, billing & client health metrics
  • ✓
    Connected to your live data sources
  • ✓
    Automated refresh & email reports
Pricing scoped based on complexity
AI Chat Assistant
Website add-on
A trained chatbot that captures leads, answers FAQs, and qualifies prospects 24/7.
  • ✓
    Trained on your services & FAQs
  • ✓
    Lead capture & CRM push
  • ✓
    Intake pre-qualification
  • ✓
    Handoff to booking or intake form
Pricing scoped based on complexity
AI Voice Receptionist
After-hours add-on
Handles after-hours inbound calls, captures leads, and sends a morning summary to your inbox.
  • ✓
    After-hours call handling
  • ✓
    Lead capture & qualification
  • ✓
    Call routing & FAQ responses
  • ✓
    Daily morning summary email
Pricing scoped based on complexity
Business growth and operational efficiency
What good looks like
Systems that run whether you're in the office or not.
What changes

What your firm looks like on the other side.

📈
More revenue
Billing leaks closed. Invoices go out on time, every time. Payment follow-ups run automatically. Revenue you were leaving on the table comes back.
💰
Healthier margins
Serve more clients with the same team. Lower cost per client. Revenue grows without a proportional increase in payroll or overhead.
🙌
Happier staff
Repetitive manual tasks eliminated. Your team spends time on meaningful work. Less burnout, lower turnover, and a team that actually enjoys their day.
⭐
Better client experience
Clients onboard smoothly, receive invoices on time, and get proactive communication. A professional experience from day one — every time, not just when someone remembers.
🔒
Higher client retention
Clients stay longer when service is consistent and communication is reliable. Reduced churn means more compounding revenue from your existing client base.
🧘
Less stress, more control
You stop being the operational glue. Systems handle the details. You lead the firm instead of running it — and your team stops waiting on you for everything.
Our guarantee
10 hours saved in 30 days — or we keep working.
If we don't eliminate at least 10 hours of manual admin work within the first 30 days post go-live, we continue working at no additional cost until we do. No fine print. No exceptions.
Apply to Work Together
Individual solutions — invoice automation, AI assistants, reporting dashboards — available as standalone builds