Workflow automation
The repeated administrative steps between a new client and a closed file, automated and logged so you can see what ran.
Build and Automate
Automation and Integration
Most of the time lost in a small organization is lost between systems — retyping the same record, chasing an approval, remembering the next step. This is the work of removing those gaps, using services that cost nothing while they sit idle.
What this includes
Serverless functions
Small pieces of logic that run on demand and cost nothing when idle — no server to size, patch or pay for.
Event-driven integration
Systems that react to each other, so a signed document moves the process forward without anyone remembering to do it.
Practice management integration
The platform you already use connected to email, documents, accounting and intake, so a record is entered once.
Document generation and assembly
Templates populated from structured data, so routine documents come out consistent every time.
Intake and onboarding automation
New client details captured once and routed into every system that needs them, with the checks your own process requires surfaced at the right step.
Technologies and standards
Related areas
Cloud-Native Development
Custom applications built to run on managed cloud services from day one.
9 servicesData and Reporting
Dashboards and pipelines built on data you already generate.
6 servicesAccessibility and Inclusive Design
WCAG 2.2 Level AA conformance work, tested with real assistive technology.
6 services
Not sure which of these you need?
Most organizations are not, at the start. Describe what is not working today and we will tell you which of these areas it actually falls into — including when the answer is that you do not need us.
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