We help scale disability and personal injury firms while removing the complexity.
Most firms can only grow as fast as they can hire. We take that ceiling off, so you can take on far more cases and scale hard without your operation buckling under the weight.
What we automate
The work you stopped noticing you pay for
If your team does it the same way twice, we can probably take it off their plate. Six places we usually start.
Lead intake and onboarding
A lead comes in, gets qualified, lands in your CRM, and gets a welcome sequence. Nobody on your team types anything.
Client communication
Updates, reminders, and check-ins that go out on time, every time, through the channel the client actually reads.
Document processing
Mail, forms, and attachments get read, classified, and filed where they belong. Your staff stops retyping paperwork.
Operations automation
Data entry, task routing, approvals, handoffs, reporting. The repetitive spine of the business runs on its own.
Edge cases and escalation
When something genuinely needs a human, it surfaces with full context. Everything else stays handled.
Maintenance and improvement
We watch the systems after launch, fix what drifts, and keep improving them. They get sturdier with age, not brittle.
Where most firms start
One pack that runs the back office
The outcome goes in writing before we build. If we miss it, you don’t pay.
Most firms don’t need a menu. They need the repetitive spine of the operation handled. The Firm Automation Pack bundles the systems on the right, built custom for how your firm actually works, not a template that breaks on the first edge case.
It goes live in about two weeks. One fixed price, agreed on the audit call before anything gets built. Everything runs in your own accounts, so it stays yours either way.
What’s included
- 01Lead intake and onboarding
- 02Client communication and reminders
- 03Mail and document processing
- 04Case and deadline alerts
- 05Self-updating reporting
- 06Monitoring and upkeep after launch
Live in about two weeks. Fixed price set on the call, maintenance included.
In production
Real systems, running at real firms
Social Security Disability law
Brad Thomas Disability
When we started, Brad Thomas Disability did $7.1M a year. They doubled in the first seven months, sit at $15M today, and are tracking toward four times where they started. We run their intake, mail, client communication, reporting, and lead pipeline, and our systems are how they’ve grown without growing headcount to match.
“We changed direction on them several times, piled on new projects, cut others short halfway through, and they always just went with the flow. They own their work from start to finish and follow through without needing to be reminded. Couldn’t recommend them more.”
Admin operations / $8.2M a year
Remote Focus
Portal admin work, eligibility checks, and data routing that used to eat whole days. Now the software does the clicking and people handle the exceptions.
Case studyHow a disability firm runs 12 employees’ worth of work without the headcount
How it works
Audit to live system in weeks
No discovery phases that drag for a quarter. We move fast, build precisely, and hand you a system that runs without you.
Operations audit
We map how work actually moves through your firm and find where the hours go. Not a generic assessment. We sit in the real workflows.
System design
You see exactly what gets built, including how exceptions reach a human, before we write a line of code.
Build and deploy
We build into your existing stack while your team keeps working. Deadline-sensitive automations run in dry-run mode next to the manual process until the logs prove them.
Maintain and improve
We watch every run, catch what drifts, and keep tuning. The system gets sturdier as your operations grow.
The guarantee
If it doesn’t deliver, you don’t pay.
Every project is priced on a measurable outcome we define in writing before we start. If the automation doesn’t hit it, you owe nothing. We can offer that because we watch our systems run every day and we know what they save.
Outcome first, not tool first
We don't pitch platforms. We find the operational problem, then pick whatever solves it cleanly. Sometimes that's Make. Sometimes it's custom code.
You maintain nothing
Every run is logged and failures alert us directly. We fix what breaks and keep improving the system. Nothing gets orphaned waiting for a developer who disappeared.
Your data stays yours
Systems run in accounts you own, on your infrastructure. We never warehouse your data, and you keep the code, the credentials, and the documentation.
FAQ
Straight answers
What can actually be automated?
Anything repetitive and rule based. Lead intake, document processing, client communication, data entry, task routing, approvals, follow-ups. If your team does it the same way every time, it can almost certainly run without them.
What tools do you use?
Whatever fits the job. Make, n8n, and Zapier where they hold up. But most of our work is custom code, because that's what survives the things no-code tools choke on: portals, messy documents, weird edge cases. If you tried Zapier and it broke, that's usually why. We build inside your existing case management system rather than replacing it; our deepest experience is with Clio. We use official APIs wherever they exist; browser automation is the last resort, and those are the runs we monitor hardest.
How long until something is live?
Most first systems are live within one to two weeks. Anything deadline-sensitive runs in dry-run mode alongside your manual process first, and we cut over when the logs prove it's right. Then we expand from there.
How customized is the work?
Fully. Every system is built for your workflows, your tools, and your edge cases. We don't resell templates.
What about edge cases?
We build clean escalation paths. When something needs human judgment, it surfaces with full context so your team can decide fast. No black boxes.
How do you handle our client data?
Everything we build runs inside accounts you own: your CRM, your cloud, your databases. We never warehouse your data on our side. Credentials are scoped to the minimum each automation needs and live in your environment, not ours. Every run leaves an audit log, and nothing is used to train AI models. For law firms and medical practices, records stay in the systems already covered by your compliance obligations. We sign confidentiality agreements before we see anything.
What happens when an automation fails?
Every run is logged. Failures alert us, not just you, and anything the system can't handle lands in front of a human with full context instead of silently dropping. For deadline-sensitive work like SSA appeal windows, that escalation path is the first thing we build, not an afterthought.
What happens after launch?
We monitor, maintain, and improve. As your operations change, the system gets tuned with them. You get ongoing support, not a handoff and a wave goodbye.
Who owns what you build?
You do. The accounts, the code, the data, and the documentation are all yours. We build on a boring, standard stack (Python, mainstream APIs, your existing tools) and leave runbooks behind, so if we disappeared tomorrow your systems would keep running and any competent developer could pick up where we left off.
How is pricing structured?
Fixed project pricing, agreed up front, tied to a measurable outcome we define in writing before we start: hours saved, turnaround time, error rate, whatever fits the project. We measure the baseline before we build, so whether it delivered is never a debate. If it doesn't hit the mark, you don't pay, and since everything runs in your accounts, what was built stays with you either way.
Am I a good fit?
If your team spends real hours on repetitive work, if dropped handoffs cost you money, or if you've tried to hire your way out of an efficiency problem, yes. Book the free audit and we'll tell you straight either way.
Next step
Find out what your busywork costs
Book a free 30-minute audit. We’ll map your biggest bottlenecks and tell you what’s automatable and what it would save, whether or not you hire us.