Client intake + routing
Qualification, scoping, and routing to the right owner — every inquiry triaged the same way.
The operating layer for relationship-driven firms.
Legal support, finance, and agency work lives on intake, deliverable tracking, and renewal cadence. The same five-role operating core applies — with specialists configured to your scope and approval boundaries.
Who it is for
- Legal support firms
- Finance / advisory
- Agencies and consultancies
Human approval built in 10 days to first workflow
What the team runs
Three workflows. One owner. No dropped handoff.
Deliverable tracking + client updates
Milestone and deliverable tracking with proactive client updates instead of status requests.
Renewal + referral cadence
Renewal and referral follow-through that does not die when the owner gets busy.
Strong fit when
You sell a relationship + deliverable, not a commodity.
Follow-through between systems is the bottleneck.
You want governance and oversight, not just speed.
Not the right fit yet
You need licensed or legal judgment delegated (never delegated).
You want fully autonomous sends with no human approval.
Start with the messiest workflow
Thirty minutes. One workflow map. A straight answer.
Show us where work goes cold or falls between people — we will tell you what the team should own first and where a human must stay in the loop.
Book a workflow diagnostic 30 minutes · no preparation required