How we work
We close the gap between the tools you bought and the operations you need. No new software. No strategy decks. Configured workflows in your existing stack, measured every month.
The problem we solve
You've probably noticed the pattern. Your firm bought practice management, billing, or CRM tools in the last two years. The vendor ran an implementation, trained the team once, and left. Twelve months later, you use a fraction of what you pay for. Staff built workarounds, and partners lost visibility into what the tools were supposed to track. Every month that gap stays open, your firm loses 8-12 hours per person in capacity that could be billed but isn't.
The software works fine. What's missing is the operational layer around it: the intake workflow that auto-populates case management, the billing process that captures time the same day, the document request that follows up on schedule instead of from memory.
We build that layer. We take the tools you already own and configure them into workflows your team actually runs, then measure the results every month so you can see what changed. We don't sell software. We don't replace your vendors. We do one thing.
Three phases, each building on the last
We walk through your tool stack, trace one workflow end to end, and deliver a written report within 48 hours. Every finding is ranked by impact. You decide what to do with it.
We configure 2 to 4 high-return workflows from your assessment directly in your existing tools. Your staff gets trained on every new process. We track adoption at 30, 60, and 90 days, then deliver a written performance report. By the end of this phase, your team runs the new workflows without thinking about them.
Ongoing optimization, monthly performance reports with adoption rates and capacity gains, async support, and tool spend reviews. New workflows can be added to your subscription as your operations expand. Month-to-month, cancel anytime. You stop wondering whether the tools are working because the numbers tell you.
Your subscription starts at its highest rate during the sprint phase, when the heaviest configuration work happens. Each month, the price decreases until it reaches your permanent rate by month 4.
What makes this different
We work with your existing tools
We don't sell software. We don't have vendor partnerships. We configure Clio, Karbon, HubSpot, Xero, and whatever else you already own into workflows that actually run day to day. If the assessment doesn't find a clear opportunity, we'll tell you. We'd rather be direct than manufacture a problem.
We stay after go-live
The pattern we see across professional services firms: the vendor runs a good implementation, then leaves. Adoption stalls at 40%. Our subscription keeps someone watching adoption, catching regressions, and building on the foundation every month.
We measure what changes
Monthly performance reports track adoption rates by role, hours recovered per workflow, and cumulative capacity gains. If we can't show the return, we haven't done our job. Every number is specific to your firm, not pulled from an industry benchmark.
What this looks like in practice
A law firm opens new matters through a three-step manual process: the partner emails intake details, an admin re-enters them into Clio, then manually starts the billing clock. Each intake takes 45 minutes and touches three people. When two matters open the same day, one usually waits until tomorrow.
Before
Partner emails client details to admin. Admin copies everything into Clio by hand, then opens a billing entry separately. 45 minutes per matter, three people involved, and the second intake of the day consistently gets delayed.
After
One intake form triggers everything: client details populate Clio, billing starts on submission, and the admin reviews instead of re-entering. Ten minutes, one person, same-day turnaround on every matter.
An accounting practice enters time at the end of the week from memory. Partners consistently underreport by 15-20%. At their billing rates, that gap adds up to roughly $15,000 per month in unrecorded revenue sitting on the table.
Before
Friday afternoon time entry, reconstructed from calendar and memory. No prompts during the week. Time tracker and invoicing run as separate systems. The firm loses $15K/month to hours that never get recorded.
After
Daily reminders prompt same-day entry. The time tracker feeds directly into invoicing, so recorded hours flow straight to bills. Billing accuracy improved 35% within 60 days.
See what this looks like for your firm
Just a conversation. 45 minutes, no prep, no pitch. You receive a written report with specific findings that's yours regardless of what you decide. No commitment required.
Request a Free AssessmentAccounting practices, law firms, and consulting groups across Metro Vancouver.