Services and pricing

Yes. Just 45 minutes of your time, and you receive a written report within 48 hours. Your findings are yours to keep regardless of what you decide. If the assessment doesn't surface a clear opportunity, we'll tell you that directly. No pitch. Just findings.

Your tool stack (what you own, what's active, what's idle), one high-frequency workflow traced end to end, adoption patterns by role (partners, associates, admin), and where the fastest return would come from with the tools you already have. You don't need to prepare anything in advance.

One page. Specific findings: which tools are underperforming and why. Ranked recommendations ordered by effort vs. impact. A capacity recovery estimate showing projected hours recovered per month if the top recommendations are implemented. No jargon, no filler.

Then you've spent just 45 minutes confirming your operations are in good shape. That's a useful outcome too. We'll tell you directly if we don't see a clear opportunity. We'd rather be direct than manufacture a problem to justify a subscription.

Year 1 on the Standard tier: $14,800. That covers the full sprint phase (months 1–3) and nine months of ongoing operations at the permanent rate. With the self-hosted infrastructure add-on, add $6,000/year. Firms in our target market typically recover 1.5–3x this amount in capacity gains over the same period.

Monthly subscription, invoiced on the 1st of each month, due Net 14. The price follows your tier's descending schedule: highest in month 1, lower in month 2, lower again in month 3, then permanent from month 4 onward. All invoices through Wave. Payment by e-transfer or credit card.

We track adoption continuously through check-in calls at 30, 60, and 90 days. If a workflow isn't landing, we diagnose and fix it within the sprint phase. The subscription is month-to-month with 30 days written notice to cancel. You're never locked in past the current month.

No. The descending price schedule already rewards you for staying. Month 1 costs the most because it involves the most work. By month 4, your rate has dropped significantly. That built-in decrease replaces the need for upfront discounts.

Firms like yours typically lose $2,000-3,000 every month in capacity that could be billed but isn't. That's $24,000-36,000 a year left on the table. A Standard subscription costs $14,800 in Year 1. The return typically materializes by month 3, when the first workflows are operational and the monthly cost has already started to decrease. By month 4, your team runs the billing workflow without thinking about it. The quarterly report shows how many hours you've recovered.

A workflow is a repeatable process your firm runs regularly. Examples: client intake (how a new matter or engagement is opened), billing and time entry (how hours get tracked and invoiced), document request and collection (how client documents are gathered), monthly reporting (how performance data gets compiled). Your tier determines how many workflows get configured during the sprint phase (months 1–3).

Sprint phase total: approximately 6–10 hours over 90 days, depending on your tier and the number of workflows. That includes a kickoff call (60 min), training sessions (90–120 min each, scaled by group size), and review calls (30 min each). The configuration work happens on our side. Your team's time is mostly in training and review.

Resistance usually comes from one of two places: the new process is harder than the old one (which means we configured it wrong), or nobody explained why the change matters (which means we trained it wrong). Both are our responsibility to fix. The review calls at 30, 60, and 90 days exist specifically to catch and address adoption issues before they become permanent.

Whatever your firm already owns. Common tools in our client base: Clio, Karbon, TaxDome, Canopy, HubSpot, Salesforce, Xero, QuickBooks, Notion, Microsoft 365, Google Workspace, SharePoint, and Slack. We don't sell software. We don't have vendor partnerships. The engagement never requires a new purchase. If we identify a genuine tool gap during the assessment, we'll recommend the most cost-effective option, but your subscription is built around your existing stack.

From month 4 onward, your subscription shifts to ongoing operations at the permanent rate. The focus moves from building to optimizing. You receive performance reports (monthly or quarterly depending on tier), training sessions, support, and monitoring. If you want additional workflows, those are added as workflow add-ons that increase your monthly rate based on complexity.

With Standard and Premium, the roadmap is included at no additional cost. It's yours before the subscription even begins. For Essentials subscribers, it's available for $250-$500 and the full fee is credited toward your first month if you proceed.

A 3–5 page written plan that translates the assessment findings into a prioritized action plan. It covers every workflow worth rebuilding, ranked by return on effort, with capacity recovery estimates for each. You can use it to brief your team, present the case to your partners, or bring it to another consultant. It's yours.

Accounting practices, law firms, and consulting groups in Metro Vancouver. We specialize because these industries share common tool stacks and workflow patterns, which means we diagnose faster and implement with more precision than a generalist would.

Often more so. At a smaller firm, each person's time represents a larger share of total capacity. Recovering even 2 hours per person per month has an outsized effect on the operation. What matters is whether you've purchased tools that aren't delivering value. The assessment will tell you whether the opportunity justifies the subscription.

Our model works best with professional services firms where the managing partner is still close to daily operations. For larger organizations, we'll assess fit during the initial conversation. If the engagement structure doesn't match your complexity, we'll tell you directly.

The pattern we see across accounting practices, law firms, and consulting groups is almost always the same: the tools weren't the problem. The engagement ended at go-live. Nobody owned the transition from "installed" to "running." The vendor considered the project closed. The firm assumed it was working. Neither side measured the gap. That's specifically what the subscription model addresses: we stay through adoption and measure the results continuously.

We configure workflows using your firm's existing tools and your licensed accounts. Client content (documents, case details, financial records) stays in your systems. Our automation platform handles triggers and routing, not content. For content generation workflows (document drafts, summaries), we configure them to run within your firm's own licensed environment.

Our engagement is designed with professional confidentiality obligations in mind. Client data stays in your firm's own tools. The automation platform is SOC 2 compliant. We don't store client-specific data outside of active delivery. Our services agreement includes a Data Handling section that covers exactly what we access and how. You receive this before any paid engagement begins.

For firms that require all automation infrastructure to run within their own environment, we deploy and manage a dedicated instance on your cloud account. Your data never leaves your infrastructure. The setup is included in the sprint phase. Ongoing maintenance is +$500/month on top of your subscription. Your firm pays its own hosting costs (~$20–$40/month). The standard deployment covers the vast majority of engagements.

A typical vendor engagement covers implementation: configure the tool, run a training session, close the project. What happens after go-live is where the real work begins. We own that transition: adoption tracking, workflow optimization, staff reinforcement, and performance measurement. The vendor makes the tool work technically. We make it work in the day-to-day.

Yes. The subscription is month-to-month. Cancel with 30 days written notice at any time, no penalty. If the engagement isn't producing measurable results, we'd rather you leave than stay out of obligation. The monthly reports give you clear data to make that call.