One workflow in 7 days
A fast, fixed-scope implementation to prove value quickly. We pick one painful workflow, build the automation end-to-end, and get it live with your team.
- Choose one workflow (intake, chasing, job setup, billing, follow-ups)
- Build, test, and roll out in a week
- Training + handover included
- Designed with quality control and human checks
What you get in a week
1) A workflow that actually runs
Not a prototype. Something your team can use.
2) Less chasing and less admin
The workflow does the reminders and routing for you.
3) Clear ownership and handoffs
Everyone knows what happens next and who’s responsible.
4) A template for more automations
Once one workflow is live, rolling out the next ones is easier.
How we deliver in 7 days
1) Pick the workflow
We choose the one that will create the fastest, most obvious win.
2) Build and test
We implement the automation and run it through real scenarios.
3) Rollout + handover
Short training, documentation, and a plan for what to automate next.
FAQs
1) What does the Automation Audit include?▾
You’ll get a clear picture of what’s happening today, where the bottlenecks are, and what to fix first. We’ll produce an automation backlog ranked by ROI, a recommended approach to tooling and integrations, and a practical 30/60/90 plan. You’ll also get a spec for the first workflow we can implement straight away.
2) How quickly can you implement?▾
Most firms can get a first workflow live in 1 to 2 weeks. After that we roll improvements out in short sprints so you see progress quickly, rather than waiting months for a “big bang” launch.
3) How does pricing work?▾
We start with fixed‑price entry points (like the Automation Audit). Implementation is then either fixed‑price per workflow, or delivered in defined sprints. If you want ongoing tuning and optimisation, we can run that as a monthly retainer.
4) What tools you integrate with▾
Usually we work with whatever you’re already using. Email, calendars, CRMs, document storage, job and workflow systems, billing, and practice tools. In the audit we’ll confirm your stack and recommend the simplest integration path, not the fanciest one.
5) Hallucinations and quality control▾
We don’t “let AI run the show”. Where AI is used, it’s there to speed up drafting and triage, not to make final decisions. We put guardrails in place and keep a human review step for anything client‑facing or compliance‑sensitive.
6) Privacy and confidentiality▾
We treat privacy as non‑negotiable. We keep data access tight, minimise what’s shared between systems, and design workflows so anything sensitive is checked by a human before it goes out the door. If you have stricter requirements, we’ll build around them.
7) Are you replacing staff?▾
No. The point is to remove the annoying admin, reduce follow‑ups, and cut rework so your team can spend more time on the work that actually earns money. Most firms use automation to protect capacity and improve turnaround times.
8) Do you offer on-site visits?▾
Yes, Australia‑wide and international. Most of the work can be done remotely, but if an on‑site workshop will speed up alignment and adoption, we’ll do it. On‑site is quoted separately.
Want a quick win in the next fortnight?
Book a triage call and we’ll recommend the best “first workflow” to tackle.