Services

Start with an assessment. Build what it points to.

We recommend starting with the Quick-Start Data & Automation Assessment: two weeks, a fixed scope and three prioritized next steps. Dashboards and automation follow from what it finds, each with a clear timeline and a written list of what you receive.Timelines are typical. They start once we have access to your data or apps, assume feedback within two business days, and exact dates are confirmed in the written scope.

Start here

One assessment, before anything is built.

Two weeks at a fixed price. It covers your data and the work your team repeats, so you know what is worth building first, or whether to build anything at all.

Book an intro call

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

Business analysis

Analysis that tells you what your data means.

Clear answers from the numbers you already have: what they say, where they disagree, and what to do next.

What's typically included

One defined business question answered end to end, such as profitability by client or service
A cleaned dataset you keep
Written findings with charts
Recommendations you can act on
One revision round

Typical timeline: 2-4 weeks.

For example

Which clients, matter types or engagements actually make money once write-offs and unbilled time are counted.
Where collections fall behind billings, traced to the matters and partners where the gap opens.

We suggest starting with the assessment; its findings shape any dashboard or automation that follows.

Dashboards

Dashboards that answer your core questions.

What often follows the assessment: the questions you ask every week, answered on your own data and handed over with training.

What's typically included

One to three data sources, such as your practice-management or billing export
Up to ten views, built around KPI definitions agreed with you
Automated data refresh and data validation checks
Deployment inside your own accounts
Documentation and a recorded walkthrough or handoff session
Revision rounds before handover

Typical timeline: 1-5 weeks.

For example

A monthly brief from your practice-management export: billed, collected, overdue and unbilled, by matter.
A weekly list of who to call about unpaid invoices, sorted by amount and how late each one is.

Built in Streamlit, Power BI or Tableau, inside your own accounts. Software licences and hosting are billed to you directly by the provider.

AI automation

Automation that takes repetitive work off your desk.

The workflows the assessment ranks highest, such as intake, billing follow-up, reports and handoffs, built with checks that send anything unclear to a person, and documentation your team can follow.

What's typically included

Workflows that connect the apps you already use
Error handling and monitoring, so a failure is flagged, not skipped
Testing before launch
Written documentation
A handoff session
60 days of fixes after launch

Typical timeline: 1-5 weeks.

For example

Enquiries and engagement letters read, screened for possible conflicts, with every match sent to a lawyer to clear, and logged as new matters.
Tax forms and client emails matched to the client and filed for their accountant, with duplicates and close deadlines sent to a person.

Built on n8n, Supabase and Python. Any workflow can add an AI step for sorting, summarizing or drafting, always checked by fixed rules. AI usage runs on your own AI provider account and is billed to you by the provider.

Monthly care

Keeps dashboards accurate and workflows running after launch.

We keep your dashboards accurate and your workflows running: data refreshes checked, failures caught and fixed, and a one-page summary each month. Every month also includes one improvement, such as a new view or a change to a workflow.

Month to month, billed monthly in advance, with 30 days' notice to end.

Good to know

How an engagement works.

The outcome first. We agree what success looks like and write it into the scope before any work starts.
Built in your accounts. Dashboards and workflows run in tools you own, so nothing depends on ours.
Handed over properly. A walkthrough, written documentation and someone on your team who can run it.
Supported after launch. Automation builds include 60 days of fixes, and monthly care keeps everything running for as long as you want.

Every package after the assessment is a fixed price, scoped in writing before work starts.

Larger or custom project? Book a call.

Questions about data safety, ownership or what happens if something breaks? See the FAQ.

Start with a conversation, not a contract.

A free call, no slides. Tell us what takes up the most hours in your week, and we will tell you honestly whether it can be fixed and what it would take.

Book an intro call