We Automate

Your Team's Time

Your skilled people are spending their days on copy-paste, chasing files, updating statuses, and doing work that doesn’t move the business forward. None of it is their fault.
Your systems just haven’t kept up with your growth.

Your skilled people are spending their days on copy-paste, chasing files, updating statuses, and doing work that doesn’t move the business forward. None of it is their fault.
Your systems just haven’t kept up with your growth.

30-minute Workflow Diagnostic → one-page clarity plan → done-for-you build in 10–14 days.

30-minute Workflow Diagnostic → one-page clarity plan → done-for-you build in 10–14 days.

Get Your Workflow Clarity Plan

See Example Autmations

We Automate

Your Team's Time

Your skilled people are spending their days on copy-paste, chasing files, updating statuses, and doing work that doesn’t move the business forward. None of it is their fault.
Your systems just haven’t kept up with your growth.

30-minute Workflow Diagnostic → one-page clarity plan → done-for-you build in 10–14 days.

Get Your Workflow Clarity Plan

See Example Autmations

If any of this feels true, you're in the Right Place.

Understand where in the business time is most valuable

Your team wastes hours chasing signatures, dates, files, or status updates.

Leads and tasks fall through the cracks because tools don’t talk to each other.

Simple admin interrupts deep work. Focus gets broken. Progress slows.

You’ve tried tools, AI, or agencies. They worked for a bit, then broke or nobody used them.

The business grew… but the workflow never evolved.

Most founders don't lose time in big blocks.



They lose it in dozens of small steps their workflow should handle automatically.

And none of this is your team’s fault. They’re doing their best inside systems that weren’t built for how you operate today.

The Workflow Clarity Sprint

Buy back 5–15 hours/week in 10–14 days

A simple, structured method designed to remove unnecessary work before automating anything.

A simple, structured method designed to remove unnecessary work before automating anything.

Get Your Workflow Clarity Plan

The Workflow Clarity Sprint

Buy back 5–15 hours/week in 10–14 days

A simple, structured method designed to remove unnecessary work before automating anything.

Get Your Workflow Clarity Plan

Workflow Teardown (Day 1–2)

We map how work actually moves today and identify the steps that don't need to exist.

You'll see:

What's worth doing

What isn't

The biggest time-leaks

The real root cause behind the chaos

Most people feel relief at this stage. You finally understand why everything feels heavy.

This alone typically saves 2–5 hours/week.

Essential Workflow Build (Day 3–7)

We redesign your workflow into the fewest steps possible.

You get:

A clean, simple process

Clear "trigger → owner → output"

A workflow your team will actually follow

Built entirely inside your existing tools

No new platforms. No learning curves. No disruption.

Your team will feel the difference immediately.

Essential Automation (Day 7–14)

We automate only the steps that truly matter, inside Google/Microsoft, Slack/Teams, HubSpot/Pipedrive, Airtable, Notion, Zapier/Make - the tools you already use.

Examples:

Form → CRM → follow-up

Invoice routing

Handoffs

Task creation

Intake → document creation

Status updates

Follow-ups

Client updates

Simple, durable automations that remove repetitive work permanently.

This isn’t “automate everything.” It’s automate what matters - after the workflow makes sense.

“No Step Left Behind" Handover

Everything is documented in plain English (or French, Dutch, German…) so your team owns it from day one.

You get:

Clear "how it works" page

Loom videos

Admin access

The ability to run everything without us

No retainer. No dependency. No black boxes.

How you will know it works

5–15 hours/week back

Fewer mistakes

and fewer handoffs

A simpler workflow

everyone can understand

Less noise in email/Slack

Work that flows

without micromanagement

A business that feels

lighter to run

How you will know it works

5–15 hours/week back

Fewer mistakes

and fewer handoffs

A simpler workflow

everyone can understand

Less noise in email/Slack

Work that flows

without micromanagement

A business that feels

lighter to run

What We Automate

(once your workflow is clean)

Intake → CRM

No more manual data entry. No more typos.

Intake → Document Assembly

Contracts, agreements, proposals generated automatically.

Status Updates

Clients and teams updated automatically when tasks move.

Follow-Ups

Polite reminders sent automatically when there’s no reply.

Handoffs

Appointment → invite → prep → next-step tasks.

Invoice Automation

Deal won → invoice created → sent → payment synced.

Operations Alerts

If something breaks, you’re notified instantly.

This is not "automate everything."



This is automate what matters - after the workflow makes sense.

Automation Catalog: What We Can Build For You

Browse 150+ proven automations organized by your industry or process.

Each automation typically saves 3-15 hours/week.

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up:  Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up:  Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

By Industry

By Process

Legal & Professional Services

Agencies & Creative Services

Real Estate

Agencies & Creative Services

SaaS & Technology

E-commerce & Retail

Sales & Client Intake

New inquiry: Auto-create client profile with conflict check

Start engagements faster and never miss conflicts that could cost your license

Intake forms: Auto-populated engagement letters

Cut document prep from 30 minutes to 30 seconds while eliminating typos

Lead scoring: Based on case type and value

Focus on high-value cases first and delegate smaller matters appropriately

Automatic follow-up:  Sequences for consultations

Convert 40% more inquiries by never letting prospects go cold

Meeting scheduler: With intake questionnaire

Come to meetings prepared with all client info already collected

Document Management

Template selection: Based on matter type

Ensure consistency and compliance while saving hours on document creation

New Version control: With audit trailsinquiry: Auto-create client profile with conflict check

Never lose track of changes and maintain complete compliance records

Document assembly: From intake responses

Turn client answers into complete legal documents automatically

Auto-fill contracts: With client data

Eliminate copy-paste errors and generate documents 10x faster

Deadline tracking: With court date reminders

Start engagements faster and never miss conflicts that could cost your license

Billing & Admin

Time entry: From calendar events

Capture every billable minute without manual tracking

Trust account: Reconciliation alerts

Stay compliant and avoid ethics violations with automatic monitoring

Client portal: Updates on matter progress

Reduce status calls by 70% with automatic updates

Automatic invoicing: From matter status

Get paid faster with instant billing at matter milestones

Expense tracking: With receipt capture

Never lose another billable expense or receipt

See an Automation you Need?

Let’s map your workflow in a free 30-minute call.

Get Your Workflow Plan

Why Founders Choose this Approach

We Simplify First. Automate Second.

Most automations break because the workflow underneath is wrong.

In your Existing Tools.

No new software. No disruption. No forced adoption.

No Retainers.

Clear outcomes. No long-term commitments.

Build For Real Businesses

Not tech experiments. Not shiny objects.

Who this is for

Founders and Operators Who:

Want hours back without adding headcount

Want workflows that actually… Makes work flow.

Want fewer moving parts, not more

Want a team that knows what to do

Want to eliminate repetitive work

Use Google/Microsoft + Slack/Teams + a CRM

Industries:

Legal, healthcare admin, real estate, agencies, professional services, trades, SaaS, operations-heavy SMBs.

Pricing

The Workflow Clarity Plan (free)

30-minute call → workflow teardown → time-leak analysis → one-page plan → ROI estimate.

The Workflow Clarity Sprint (€1,500 – €3,000)

Flat fee per workflow depending on complexity.

Proof

IP Lawyer

9 hours/week reduced to 1 hour with intake → contract automation. Zero new tools.

Clinic Admin

Follow-ups + updates automated. Missed tasks dropped by 80%.

Real Estate Team

New inquiry → CRM → scheduling → assignment automated. First-touch time dropped from days to minutes.

Agency

Proposal creation automated end-to-end. Higher close rate. Zero manual errors.

Stop Losing Hours to Unnecessary Steps

Book your 30-minute Workflow Diagnostic. We'll identify your biggest time leak and map the highest-ROI automation inside your current tools.

Get My Workflow Plan