Automation architecture for CPAs, bookkeepers, specialized legal, insurance brokers, and financial advisors.
Client packets, deadline tracking, document intake, and status dashboards that reduce admin drag without asking your team to manage another tool.
Retained automation architecture: reliable implementation, clear ownership, and practical response times.
Who this is for.
Professional-services firms where staff spend too much time collecting documents, checking status, assembling packets, and reminding clients.
Good first automation assets.
Start with document-heavy, process-driven workflows where visible failure and human review are acceptable.
Client document intake
Classify incoming documents, flag missing items, and keep client packet status visible.
Deadline and checklist tracking
Turn recurring obligations into clear queues and reminders without relying on memory.
Status dashboards
Draft internal and client-facing status summaries from the work already recorded.
How I work here.
Diagnostic first, then retained architecture if the fit is right.
Workflow Diagnostic
$500–$2,500
Written scope, tool inventory, operating expectations, and first build recommendation.
Automation-architect retainer
$1,500–$3,000/month
Workflows built, maintained, and added over time; practical support with a 4-hour response target.
Fit notes
- Not legal, tax, or financial advice automation; professional review remains central.
- Best for firms that want practical AI guidance without asking staff to become prompt engineers.
- Support is business-hours only; workflows should fail visibly and safely.