Six services, one partner. Priced on outcomes, not hours.
What we do06
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AI and Workflow Audit
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What it is
A one to two week review of your website, intake, and daily workflows, with a written roadmap of ranked fixes. The fee is credited toward any build started within 30 days.
The low-risk place to start. We look at how work enters your firm and how it moves once it is there, then tell you plainly which changes will pay for themselves and which will not.
What is included
Review of your website, phone and web intake, and daily workflows
Written roadmap of fixes, ranked by expected return
Plain-English guidance on where AI helps and where it does not
Fee credited toward any build started within 30 days
Missed-call text back, website chat, automated follow-up, online scheduling, and a direct connection to your CRM or case management system.
Every call and web inquiry gets an answer, even after hours, and every prospect is followed up until they book or say no. Offered in Basic, Standard, and Premium tiers.
What is included
Instant text back on missed calls
Website chat that answers questions and screens inquiries
Automated follow-up until a consultation is booked
Every project is priced on what it should deliver for your firm, never on time spent.
Clear project terms.
Projects are 50% upfront and the balance on delivery, with a fixed scope and date agreed before work starts.
Simple retainers.
Ongoing care and advisory are billed monthly in advance. The audit fee is credited toward any build started within 30 days.
Common questions06
How much does an AI and Workflow Audit cost?
Audits start at $1,500. The price is flat and agreed before we begin, and the full fee is credited toward any build you start with us within 30 days.
How long does the audit take, and what do we get?
One to two weeks. You get a written roadmap that ranks every recommended fix by its expected return, so you know what to do first and what to skip.
Do we have to build anything with you after the audit?
No. The roadmap is yours to keep and act on however you like. Many firms start with the highest-return item and add more over time.
How is everything else priced?
Every project is priced on outcomes, not hours, and quoted after the audit. Projects are 50% upfront with the balance on delivery. Retainers for site care, support, and advisory are billed monthly in advance.
Will this work with the software we already use?
In most cases, yes. Intake and follow-up connect to the CRM or case management system you already use. The audit confirms exactly what is possible before anything is built.
Do we need anyone technical on staff?
No. We handle the setup, explain everything in plain English, train your team at handoff, and can monitor and improve the systems every month.