See it before you commit
If the Blueprint doesn't run the agreed workflow on your data by day 7, full refund.
For financial, college-funding, insurance and Medicare advisory firms
Know where every client case stands without digging through email, Drive and QuickBooks.
We build the operations hub your firm runs on: clients, documents, tasks and billing in one place, connected to the tools you already use. Your documents never leave your control.
- 7 days to see it on your data
- 30 days to use it
- You own the code
Start here
Tell me what you want built
Takes about a minute. If it's a fit, you'll pick a 20-minute slot on the next screen.
Live in 30 days
If the scope frozen at the Blueprint isn't live on your accounts by day 30, the next build month is free.
You own everything
Code, accounts and infrastructure are yours from the first build month. If you ever leave, you get the clean exit kit: code, documentation and a handoff call.
We start 3 new builds a month. That's what the team can deliver well.
Real results
Built in 30 days. Running today.
An ops hub that replaced 4 tools and 15 hours of admin a week
Project management, documents, QuickBooks and AI-analyzed processes in one system
4
Tools replaced
15 hrs
Admin saved a week
20
People on the team
What we built
- Every client case on one screen, with status and next step
- Documents filed and summarized as they arrive
- A client portal so they stop calling for updates
How it works
Prototype in 7 days. Live in 30.
Three stages. You see your own workflow running on your own data before committing to a build.
- 01
Blueprint
7 days
We take your #1 workflow and get it running on your real data. You get a working prototype, a one-page build plan, a fixed 30-day scope and a list of the subscriptions the system replaces. Refunded if it doesn't run the workflow we agreed on.
- 02
Build
Live in 30 days
A production system on your own accounts: logins, roles, two-way integrations with the tools you already use, data import, team training and weekly releases. If the scope we froze at the Blueprint isn't live by day 30, the next month is free.
- 03
Care
From month 4
Monitoring, security updates, fixes and small changes, so the system keeps working as your business and your tools change. The first month is free.
Questions
Before you book
On your own accounts and infrastructure. We build on them, we don't host your data. You get logins, roles and an audit trail from the first build month.
Yes, two-way. The Blueprint reads from one tool to prove the workflow; the Build connects all of them.
You'll get a demo. Logins, real data, integrations and security are where it breaks. That's what we do. If you already built one, see the Rescue page.
Your idea will change once your team uses it. Monthly means no re-quoting every change, and you can stop after the minimum with everything in hand.
Hosting, AI usage and third-party tools, directly on your own accounts. Our fee covers our team's time only.
Show me my cases in 7 days
We start 3 new builds a month. That's what the team can deliver well.