Two ways to start
Pick the path that fits where you are right now. Both lead to the same place: a clearer picture of what to do next.
AI Efficiency Audit
Under $500
This is the right starting point if you know something is broken but are not sure exactly what, or if you want a concrete plan before committing to a larger engagement.
You get workflow mapping, bottleneck identification, and a prioritized list of what to automate, in what order, and why. Not a slide deck. A plan you can act on.
What the audit includes:
- —Current workflow mapping across intake, follow-up, and case management
- —Identification of manual processes that are candidates for automation
- —The Safe to Automate / Safe with Review / Do Not Automate breakdown for your practice
- —A prioritized action list: what to fix first, what to fix next, what to leave alone
- —Written summary and a 30-minute debrief call
Is the audit right for you?
The audit is a good fit if at least two of these are true for your practice:
- ✓You are doing the same data entry in more than one system
- ✓New client intake takes more than 30 minutes of staff time per case
- ✓Your follow-up depends on someone remembering to do it
- ✓You have bought software that is not being used or is not helping
- ✓You are thinking about hiring someone and are not sure that is the real answer
- ✓You want to take on more cases but can't with your current setup
Discovery Call
Free
A 30-minute conversation about your current workflows, what is breaking, and what might actually help. If we are a good fit, we will talk about how to move forward. If we are not, we will tell you that and point you in the right direction.
No sales pitch. No pressure. No deck.
Come prepared to discuss:
- —How many active cases you are managing and how intake currently works
- —Where you are losing the most time each week
- —What you have already tried to fix it
- —What you would do with the time if you got it back
"Tuesday morning should feel calm. Not like triage."
That is the goal. Not transformation. Not 10x productivity. Just a practice where the administrative machinery runs in the background and the people in it can focus on the actual work.
The discovery call is where we figure out whether we are the team to help you get there.