Stop paying humans to do bot work.

Before we build, we diagnose. I map out your entire firm's workflow—from lead intake to billing. You receive a comprehensive document highlighting exactly where data is getting stuck, which software is adding friction, and the specific automations needed to fix it.

Using Make or Zapier, I build the bridges between your disconnected apps. Common examples include syncing Practice Ignition proposals directly into Karbon, automating client onboarding checklists, and piping lead data from Paperform into your CRM without manual entry.

Spreadsheets break when teams scale. I architect relational databases in Airtable to serve as your firm's central nervous system—capable of managing hundreds of client entities, tracking tax deadlines, and reporting on capacity.

For firms that need ongoing support. I maintain your active automations, onboard new software as needed, and continuously refine your processes. Think of me as your in-house operations engineer, available on demand.