Workflow Map
A productised one-week diagnostic with a fixed framework and a templated brief. The fastest way to know what is worth automating in your firm.
A working week spent inside the workflow: interviews with the operations lead, observation of intake, document handling, scheduling, reporting, and client communications, plus a close read of the systems already in place.
A written brief naming the three highest-ROI automations, the integration work each one requires, and the order we would tackle them in. The brief is yours whether you build with us or not.
- A workflow map of the current state, annotated with hours consumed and breakpoints
- Three ranked automation candidates, each with build cost, implementation notes, and savings projection
- A recommended sequence, including what to do in-house vs. with a partner
- A 30-minute walkthrough call with you and your operations lead