Client intake
Collect details once and send them to every system that needs them.
Custom automation for small businesses
Automate the work slowing your business down.
We build custom systems that take repetitive admin work off your team’s plate and connect the tools you already use, so information moves on its own instead of being copied by hand.
- Works with your existing tools
- Clear scope up front
- You stay in control
New inquiry → onboardingExample
- Inquiry form submitted
- Contact created in CRM
- Row added to client tracker
- Welcome email and intake link sent
- Team notified with a summary
Same steps, every inquiry
Sound familiar?
Your team is doing work your software could be doing.
Most small businesses already have decent tools. The time goes into the work between them: retyping, checking, chasing, and remembering what comes next.
Typing the same information twice
A customer fills out a form, then someone re-enters it into the CRM, the spreadsheet, and the invoice.
Jumping between systems to finish one task
Your team switches between five tabs just to look something up, update it, and pass it along.
Follow-ups that slip through the cracks
A lead goes cold because nobody sent the next email on time.
The same emails, written again and again
Confirmations, reminders, and status updates that say the same thing every time.
Spreadsheets that need constant attention
Someone has to update, clean up, and reformat them before anyone else can use them.
Processes that depend on someone remembering
When one person is out or busy, the next step simply doesn’t happen.
What we automate
If it’s repetitive and follows a pattern, it can usually be automated.
These are the areas where we help most often. Many projects combine a few of them into one process that runs from start to finish.
Lead management
Inquiries from every channel captured in one place, tagged and assigned.
Customer follow-up
Timely replies and reminders triggered by what customers actually do.
CRM updates
Records that stay current without anyone editing fields by hand.
Forms & data entry
Form submissions turned into clean, structured records.
Document workflows
Details pulled out of documents, and routine documents generated for you.
Scheduling
Bookings, confirmations, and reminders that coordinate themselves.
Reporting
Recurring reports assembled from your data on a schedule.
Spreadsheet workflows
Entry, formatting, and calculations handled the same way every time.
Internal admin
Notifications, handoffs, and checklists that keep work moving.
How it works
A clear process, built around how you already work.
We take the time to understand the process before we automate any of it. That’s what makes the result reliable.
Step 1: Understand the workflow
We walk through the process with you: what starts it, who touches it, which tools are involved, and where it slows down.
Step 2: Identify what to automate
We separate the steps software should handle from the ones that need a person, and agree on a clear scope.
Step 3: Build and test the system
We build the workflow and test it against real examples and edge cases before it touches your day-to-day work.
Step 4: Launch and improve
We roll it out, make sure it holds up in practice, and adjust it as your business changes.
We work with the tools you already have.
Wherever it’s practical, we build around your current setup. You shouldn’t have to replace everything just to stop doing busywork.
- Web forms
- Spreadsheets
- CRMs
- Calendars & booking
- Cloud storage
- Team chat
- Documents & PDFs
Example project
View all work- Case study
- Clinical neuropsychology
From Repetitive Data Entry to a Structured Workflow
In a clinical neuropsychology workflow, test information and scores were moved into structured spreadsheets by hand during report preparation. We built a customized workflow that standardized parts of that process and reduced the repetitive entry.
Client details kept confidential. No client or patient data shown.
Read the case study: From Repetitive Data Entry to a Structured Workflow- Problem
- Preparing reports meant transferring test information and scores into structured spreadsheets by hand. It was the same kind of entry, repeated for every case.
- Solution
- A customized workflow that standardized portions of the scoring and spreadsheet-entry process, so information goes into a consistent structure with less retyping.
- Result
- Reduced repetitive manual entry, and a more standardized, consistent process for preparing the spreadsheets used in reports.
What’s one task you wish your business didn’t have to do manually?
Describe it in a few sentences. We’ll tell you honestly whether it’s worth automating, and what that could look like.