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Where the hours go in a small practice, and how to get them back.

Intake, billing, deadlines and the monthly numbers in small law and accounting firms, and what changes. Other businesses with the same paperwork are welcome too.

Law firms

Less time on intake and billing. More time on matters.

Where the hours go

  • New-client enquiries arrive by email and web form, and someone re-keys each one before the conflict check can start.
  • Unbilled time builds up on open matters, and billing follow-up waits until month end.
  • Court and filing deadlines are tracked in calendars, spreadsheets and people’s heads.
  • Partners ask how the month went, and the answer takes a day to pull together.

What this looks like in your business

  • Your practice-management export becomes a monthly brief in your inbox: billed, collected, overdue and unbilled, by matter.See the sample brief →
  • Enquiries and engagement letters are read, screened for possible conflicts, with every match sent to a lawyer to clear, and logged as new matters.Try it on a sample law firm →
  • A heavy deadline week is flagged before it arrives, not on the Monday.

Best place to start

A two-week assessment shows where intake and billing time goes.

More about the assessment →

Start here

Quick-Start Data & Automation Assessment

Know within two weeks what your data can already answer, which work is worth automating, and the three changes that will pay off first.

Price $2,500, fixed

Timeline 2 weeks

What you get

  • Review of up to 3 data sources and up to 3 current workflows or tools
  • KPI and data-quality findings
  • A ranked list of automation opportunities, with estimated hours saved
  • A build-or-buy recommendation
  • 3 prioritized next steps
  • 60-minute walkthrough
  • One round of written questions on the report

Accounting firms

A calmer tax season, and AR that does not wait.

Where the hours go

  • Tax season means chasing client documents and re-keying the same details into several systems.
  • AR follow-up happens when someone has time, so old balances get older.
  • Engagement profitability is a guess until the year is over.
  • Workload by staff member and deadline lives in a spreadsheet only one person understands.

What this looks like in your business

Best place to start

A two-week assessment of your practice data shows where the hours go.

More about the assessment →

Start here

Quick-Start Data & Automation Assessment

Know within two weeks what your data can already answer, which work is worth automating, and the three changes that will pay off first.

Price $2,500, fixed

Timeline 2 weeks

What you get

  • Review of up to 3 data sources and up to 3 current workflows or tools
  • KPI and data-quality findings
  • A ranked list of automation opportunities, with estimated hours saved
  • A build-or-buy recommendation
  • 3 prioritized next steps
  • 60-minute walkthrough
  • One round of written questions on the report

Also work with

E-commerce and other small businesses

Know which orders, products and customers carry the business.

Where the hours go

  • Orders, payouts and refunds sit in the store, the payment provider and a spreadsheet, and they never quite match.
  • Support tickets pile up with the same five questions.
  • Nobody knows which customers come back, or which products quietly carry the margin.
  • The weekly numbers take a morning of exports and copy-paste.

What changes

  • Your store’s order export becomes a dashboard: revenue, repeat customers, top products and seasonality. See the retail dashboard →
  • Payouts and refunds are reconciled every week, with mismatches flagged.
  • Return requests are checked against the order and the return window, and supplier invoices against purchase orders. An unknown supplier asking to be paid goes to a person. Try it on a sample shop →
  • Incoming tickets are sorted by topic, and a reply is drafted for a person to check and send.

Best place to start: a dashboard built on your store’s order export, so the weekly numbers are there without the copy-paste. More about dashboards →

Not a law or accounting firm?

The same work fits most small businesses with repetitive paperwork and numbers spread across tools. Tell us what takes up the most hours in your week.

Book an intro call