Services

Systems that work while you do.

Every system we build is designed for a specific layer of the practice — how it meets new clients, how it serves existing ones, and how it runs itself. All of it maintained, by us, continuously.

CLIENT EXPERIENCE SYSTEMS

How your practice meets, nurtures, and retains clients. Automatically.

These systems handle the operational side of every client interaction, from first inquiry through onboarding and beyond. Built in your voice, designed to your standard, running without your involvement — so the relationship itself stays entirely yours.

AI Intake & Lead Capture

Every inquiry receives an immediate, intelligent response — day or night. Qualifies the prospect, answers questions in the practice's voice, captures contact details. No lead goes unanswered.
From $1,800
$800/mo

Inbound Prospect Qualifier

Screens inbound interest so only well-qualified, genuinely aligned prospects reach the calendar. Eliminates time spent on conversations that were never a fit.
From $1,500
$800/mo

Appointment Booking Assistant

Handles scheduling end to end — availability, confirmations, reminders, rescheduling. Removes the back-and-forth without removing the personal touch.
From $1,800
$800/mo

Client Follow-Up System

Personalized sequences for prospects who expressed interest but have not yet converted. Recovers opportunities that would otherwise be lost.
From $1,500
$800/mo

Client Onboarding Automation

A seamless onboarding experience from the moment someone signs on — welcome sequences, document collection, portal setup, orientation. First impressions, consistently excellent.
From $1,500
$700/mo

Client Retention Follow-Up

Post-appointment check-ins that maintain the relationship and surface re-engagement opportunities automatically without the practice having to remember to reach out.
From $1,200
$600/mo

Reputation Management System

Prompts satisfied clients for reviews at the ideal moment and routes them to the right platform. Builds the practice's public profile continuously and automatically.
From $1,200
$600/mo

Email Sequence Automation

AI-written nurture, onboarding, or re-engagement email sequences in the practice's voice.
From $1,200
$600/mo

Content & Social Pipeline

On-brand content generated in the practice's voice from a brief. Published to a schedule without ongoing time investment.
From $1,200
$700/mo

Content Repurposing Engine

A single article or prompt becomes a blog post, social content, and newsletter automatically. One input, multiple outputs.
From $1,500
$800/mo

PRACTICE OPERATIONS SYSTEMS

How your practice runs, without it running you.

Internal systems that reduce the operational weight that accumulates invisibly: the briefings, the reporting, the institutional knowledge that lives only in someone's head or cluttered notes.

Internal Knowledge Base

A private AI assistant trained on the practice's own policies, procedures, and documentation. Staff get accurate, instant answers without interrupting the principal.
From $2,000
$800/mo

Daily Operations Briefing

Each morning, a plain-English summary of the day delivered automatically — schedule, priorities, open items. The principal starts every day oriented, not reactive.
From $1,500
$700/mo

Meeting Intelligence System

Recordings or transcripts processed into structured summaries — decisions, actions, next steps — delivered to the right people. Nothing is lost after a meeting.
From $2,200
$800/mo

Automated Performance Reporting

Data pulled from existing systems, interpreted, and written into clear narrative reports automatically. No manual assembly.
From $2,200
$800/mo

Document Drafting Assistant

An AI trained on the practice's previous work that drafts proposals, briefs, and correspondence — ready to review, not to start from scratch.
From $2,000
$800/mo

Market & Competitive Intelligence

Monitors relevant sources and delivers a concise weekly briefing on what matters, what changed, and what to watch.
From $1,500
$700/mo

Workflow Automation

Repetitive operational tasks automated end to end — routing, notifications, updates, processing — without changing how the team already works.
From $2,200
$700/mo

Built once. Maintained always.

Every system we deliver moves to a monthly retainer — consistently updated, refined as we learn how clients interact with it, and available when something needs attention.
Maintenance is priced by scope, not by individual system.

Maintain

From
‍$1,000/mo

One system. Monthly performance review, knowledge base updates, and minor adjustments.

Optimize

From
‍$1,600/mo

A tailored set of systems. Everything in Maintain, plus monthly performance recommendations, and one new improvement implemented per quarter.

Partner

From
‍$2,400/mo

All systems built for your practice. Priority response, proactive monthly recommendations, and continuous improvements.

The practice runs. It just shouldn't run you.

Find out how much of your time belongs elsewhere.