Discovery & Workflow Audit

We start by learning your firm — not selling you something. In the discovery session, we map every workflow that touches client intake, matter management, document production, and billing. We identify exactly where leads drop, where time is wasted, and where automation will have the highest measurable impact.

• 1-hour workflow audit call with your team
• Current-state process map across all key workflows
• Bottleneck analysis — where revenue and time is being lost
• Automation opportunity ranking by ROI potential
• Written audit summary delivered within 48 hours

Architecture Design

Before a single automation is built, you receive a full system diagram. Every connection, every trigger, every output — documented and reviewed with you before build begins. This is how we prevent scope creep and guarantee the system does exactly what was agreed.

• Full system architecture diagram (visual)
• Tool-by-tool integration map showing every connection
• Data flow documentation — what goes in, what comes out
• Platform access checklist (what we need to build)
• Client approval sign-off before build begins

Build & Integration

This is where we build. Every automation, every AI workflow, every platform connection — built and tested against your real firm data, not a demo environment. We hold checkpoints throughout so you're never in the dark about progress. Nothing is marked complete until it works end-to-end.

• All automations built inside your existing platforms
• AI systems configured and tested on real firm data
• Integration connections built and verified
• Mid-build checkpoint walkthrough with your team
• QA testing across every workflow path and edge case

Testing & Staff Training

We don't hand off a system your staff doesn't know how to use. Before go-live, every automation is walked through live with your team — what it does, what triggers it, and what to do if something looks off. Written documentation is delivered before the training call ends.

• Live staff training session (recorded for future onboarding)
• Written workflow guide for every automation built
• User documentation — step-by-step for non-technical staff
• Edge case testing with your team during training
• Baseline performance metrics documented pre-launch

Launch & 30-Day Optimization

At go-live, your systems are running and your team is trained. The engagement doesn't end there. You have 30 days of post-launch support — we fix issues, fine-tune automations based on real usage, and confirm the system is hitting the benchmarks we set in discovery.

• Full system go-live with team present
• 30 days of post-launch email and call support
• Adjustments and optimizations based on real-world usage
• 30-day performance review — time saved, leads captured, output generated
• Optional: transition to ongoing retainer for continued optimization