Back-office automation for small professional firms
Markos Daget · AVP at CitibankThe admin work burying your team: handled, before anyone has to touch it.
Small firms lose hours every week to repetitive paperwork: the same forms, the same chases, the same status updates, done by hand. I wire that work into the systems you already run on, so most of it happens automatically and your people only handle the exceptions.
The same problem, in your language
Independent agencies
Insurance
Certificates issued by hand, renewal servicing, juggling carrier portals. The cert goes out in minutes, untouched.
Small firms
CPA & Accounting
Chasing clients for documents, reminder emails, tax-season intake. The chasing runs itself, your staff just reviews.
Small practices
Law
New-client intake, case-status updates, routine document prep. Intake and updates handled, your team practices law.
Recruiting firms
Staffing
Candidate sourcing, first-pass screening, interview coordination. The coordination grind disappears, recruiters recruit.
Why firms bring me in
- Built inside your own systems. Your client data stays in the tools you already use. Nothing is exported, nothing leaves your firm.
- Your team handles the exceptions; the repetitive work disappears, so your people spend their day on the work clients actually pay you for.
- Starts as a scoped pilot. We look at one real workflow and confirm it's worth it before anyone commits to anything.
Questions firm owners ask
See it run on one of your real workflows.
Book a free 15-minute auditFifteen minutes. Your workflow. No commitment.