YOU DO THE BILLABLE WORK.
WE HANDLE THE REST.
For CPA and accounting firms, law firms, insurance agencies and marketing or consulting agencies. New inquiries answered and booked in minutes, documents collected without the chasing, invoices paid on time — and a weekly report on all of it.
What this replaces: Your Missed Consult Calls, Your Web Leads Answered Tomorrow, Your Document Chasing, Your Referral Asks Nobody Sends, Your Overdue Invoices, Your Spreadsheet KPIs, Your Friday-Night Admin.
Handled by one system that runs in the background.
Your Expertise Is The Product. So Why Are You Chasing Paperwork?
A prospective client calls while you’re in a meeting and never calls back. The engagement letter goes out, then the documents take three weeks and six emails. The invoice sits at 60 days. Nobody asks happy clients for referrals. None of it is professional work — it’s the non-billable grind eating the hours you bill.
The Consult That Called Someone Else
Prospects shopping for a CPA, attorney or broker call two or three firms. The one that answers and books a consult first usually gets the engagement.
The Document Chase
Tax documents, signed forms, policy details, onboarding questionnaires — collected by email, one reminder at a time, by someone who should be doing billable work.
The Aging Receivables
Invoices slide to 60 and 90 days because nobody wants to send the awkward reminder. Cash flow suffers while the work is already done.
The Referral Nobody Asked For
Your happiest clients would refer you in a heartbeat. Nobody asks at the right moment, so the referrals never come.
Your team should be doing the work only they can do.
NOT ANOTHER TOOL.
WE DO THE WORK.
Everyone else sells your firm another platform your staff has to learn. We don’t. We set up the automations, run them and report on them.
Another platform your staff has to learn
Another thing to configure and keep current between client deadlines.
Works with the tools you already use: Clio Karbon TaxDome Canopy QuickBooks HubSpot your practice-management system
Done for you
YOUR TEAM STAYS BILLABLE.
We run intake, reminders and follow-up in the background, and report weekly.
The Plan
THREE STEPS.
ZERO ADMIN FOR YOU.
Most firms go from first call to fully live in two to three weeks. Here’s exactly how.
WE AUDIT
A free 15-minute call where we map where prospects, documents and payments get stuck — missed calls, slow replies, intake bottlenecks, aging AR. You get a clear picture of what it’s costing you.
WE BUILD & RUN IT
We connect your phone, website, calendar, practice-management and accounting tools, then build intake, document, referral and AR flows. You approve every message before it goes live.
YOU SEE IT EVERY WEEK
Go live. Inquiries get answered and booked. Documents arrive with fewer reminders from your team. Invoices get followed up. A one-page KPI report lands in your inbox every Monday.
What We Run For You
YOUR FIRM’S
CLIENT ENGINE
Five systems, set up and operated by us. Tap any card to ask about it.
MISSED-CALL & WEB-LEAD RESPONSE
Missed calls get an instant text back; web leads get a reply in seconds. AI intake asks your screening questions and books qualified prospects straight onto the right calendar.
Replaces: Voicemail tag and next-day replies
Ask about thisINTAKE & DOCUMENT COLLECTION
A clean intake flow with a secure upload link, a checklist per client, and automatic reminders until everything’s in.
Replaces: Six-email document chases
AskREVIEW & REFERRAL ENGINE
Well-timed review and referral requests after milestones — a filed return, a closed matter, a bound policy.
Replaces: Referral asks nobody sends
AskAR FOLLOW-UP & PAYMENT REMINDERS
Friendly, persistent reminders with pay-now links at 7, 30 and 45 days. Your team only hears about the exceptions.
Replaces: Awkward collection calls
AskWEEKLY KPI REPORT
One page every Monday: new leads, consults booked, engagements signed, documents outstanding, AR aging and revenue collected.
Replaces: KPIs pieced together from spreadsheets
AskNot sure where to start? Book a free audit and we’ll map exactly where you’re leaking.
Built For Billable Teams
LESS CHASING.
MORE BILLABLE HOURS.
In most firms the people doing intake, document chasing and collections are the same people you’d rather have on client work.
We move the repetitive parts — first replies, screening questions, scheduling, document reminders and payment follow-ups — onto systems that run every day, in your firm’s voice, with anything that looks like advice routed to your team.
- Every client-facing message approved by you
- Secure upload links instead of email attachments
- One-page KPI report every Monday
Our Commitments
WHAT YOU CAN
HOLD US TO.
We’re a new firm, so we don’t publish client results yet. Here’s what we commit to instead.
response to calls, forms and web leads
target first response to a new inquiry
one-page KPI report in your inbox every Monday
every client-facing message before it goes live
A week in tax season, with vs. without the engine
Without the engine
- Prospect calls come in while partners are in client meetings; half never call back.
- Staff send individual “just a reminder” emails for missing W-2s and 1099s.
- Last quarter’s invoices drift past 60 days because nobody wants to chase them.
- Nobody can say how many consults were booked last week without digging.
With the engine
- Every missed call gets a text back and a booking link; web leads get screened and scheduled in minutes.
- Each client gets a checklist and a secure upload link, with reminders until it’s complete.
- Overdue invoices get polite, automatic reminders with a pay-now link.
- Monday’s KPI report shows leads, consults, documents outstanding and AR aging on one page.
Illustration only — a composite scenario to show how the system works, not a client result. Actual outcomes depend on your firm, practice area and client base.
Pricing
SIMPLE.
FLAT MONTHLY.
Flat monthly plans. The free audit is where we match one to your firm — intake and AR automations are scoped on the call.
STARTER
$497/mo
Instant lead response, missed-call text-back, review requests and lead capture on your site. For firms that mostly need to stop losing inquiries.
Ask about StarterGROWTH
$997/mo
Adds AI intake and booking, document-collection reminders, lead nurture and reactivation. The full client-intake engine.
Ask about GrowthSCALE
$1,997/mo
Adds custom automations (AR follow-up, practice-management integrations), content and a weekly strategy call.
Ask about ScaleOne-time setup: $500–$1,500 · Waived for founding clients · Month-to-month after the first 60 days
Compare every planThe Cost of Doing Nothing
Every Unreturned Call Is An Engagement
For The Firm That Picked Up.
Keep losing prospects to the firm that answered first. Keep paying billable people to chase documents and invoices. Keep guessing at the numbers. Or let a system handle the non-billable grind while your team does the work.
FAQ
COMMON QUESTIONS
We keep sensitive details out of marketing and messaging tools, use secure upload links for documents, keep accounts in your firm’s name, and limit access to what each automation needs. Your data is never used to train AI models. We’ll walk through your specific confidentiality and professional-responsibility requirements before anything goes live.
No. The assistant only handles logistics — answering, screening with your questions, scheduling, reminders and FAQs you approve. Anything that looks like advice is routed to your team.
Yes. We connect to the practice-management, document and accounting tools you already use wherever they allow it, and we’ll tell you plainly on the audit call if something can’t be connected.
Yes. We write every message in your firm’s tone and you approve it before launch. Clients see your name and your branding.
Two to three weeks for most firms, depending on how many tools we’re connecting. You approve the scripts; we do the technical work.
We set a baseline in week one — missed calls, response times, estimates or proposals outstanding, reviews. Then you get a plain-English weekly summary and a monthly report against that baseline, so you can judge it on your own firm’s numbers. We’re a new firm and don’t publish other clients’ results.
Book Your Free Growth Audit
15 MINUTES.
NO PITCH. NO PRESSURE.
We’ll map where prospects, documents and payments are getting stuck — and show you what we’d automate first. You’ll leave with a clear plan whether you work with us or not.
- A map of where inquiries and cash are getting stuck
- What we’d automate first — specific to your firm
- An honest take on fit and cost, even if we’re not the right answer
Claim your free audit
2-minute form. We reply within one business day.