Two staff days a week recovered. Qualified enquiries answered in under an hour. Partner reporting that builds itself. We build the integration layer between Karbon, TaxDome, Clio, QuickBooks, SharePoint, and the manual work still happening between them — fixed-fee, scoped in writing, owned by the firm.
Practice management, ledgers, document stores, inboxes, portals, and workspace tools. We meet the firm where the work already lives.
We do not replace these. We build the integration layer between them and the manual work still happening in between.
We stay narrow on purpose. The same intake, document, reporting, and billing problems recur inside a vertical, and the work compounds when we have already solved them before.
Karbon, Canopy, TaxDome, ledgers, inboxes, client portals, and too much manual routing between them. We build the intake, reconciliation, and reporting layer underneath a multi-partner practice.
Engagements for accountingClio, MyCase, document stores, intake forms, calendars, and a partner still doing admin between hearings. We build the conflict, intake, document, and billing workflows that keep matters moving.
Engagements for legalOccasionally adjacent partnerships in financial advisory, family office, and management consulting. Write to us about your firm; we will say honestly whether we are a fit.
Each of our builds replaces a specific manual workflow. The numbers below are the outcomes our demo workflows are scoped to deliver in the first ninety days after launch.
Document intake automation routes client files from email and portal into the right work-paper folder. Misfiling rate under one percent.
Document intake demo → < 1 hour response on qualified enquiriesLegal intake triage with preliminary conflict checks. Down from days. In a twelve-attorney boutique, recovering one mid-sized matter pays for the engagement.
Legal intake demo → 0 hours spent assembling the partner packPartner reporting that builds itself from practice management, the ledger, and timesheets. The same view every cycle, in your own template.
Partner reporting demo → 4 weeks from written scope to live systemFixed price. Fixed scope. Working version visible by week two. Source code, runbook, and full IP transfer at handover.
How we work →These outcomes are the targets each engagement is scoped against in writing before any work begins. We will tell you plainly when a workflow is not worth automating.
Three ways to work with us. Each starts with a written scope. None are vague retainers dressed up as strategy.
A week inside your workflow to identify the manual work your current tools should already be absorbing. You leave with a written brief and ranked build options.
Read moreOne defined automation, scoped in writing and shipped end to end. Code, runbook, and full IP transfer included.
Read moreOne new automation or workflow improvement each month. We agree the work at the start of the month and ship before the next review.
Read moreEngagements are scoped in writing before any work begins. Read the engagement detail.
“The tools already exist. The bottleneck is the implementation work between those tools and the way the firm actually operates.”A working principle of the studio
One practical workflow teardown each week for accounting and law firms — document intake, client chasing, partner reporting, matter opening, billing leakage, and the manual work sitting between your existing systems.
Tell us where the work is breaking down: disconnected systems, unfinished setup, slow intake, manual reporting, document-heavy workflows. We reply within one business day, including when we are not the right fit.
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