There is no price list on this page, and that is on purpose. Tell us what your week actually looks like and you get back a written scope and one fixed monthly number for it.
Two operations can look identical from the outside — same headcount, same city, same trade — and be nothing alike once you open them up. One takes every request through a single inbox. The next has four channels, a shared voicemail and a whiteboard. One has a real API on its scheduling system; the next has a vendor who does not answer email. One is sitting on a clean vendor list; the next has a decade of spreadsheets with three spellings of the same company. A published number would be wrong for almost everybody who read it, and the people it was wrong for are exactly the ones who would never call.
So we do it the slow way: thirty minutes on your actual workflow, then a real number. If you would rather read first, the six systems are described on the services page, and who you would be working with is on the about page.
Nothing here is a negotiating tactic. This is just the order the work happens in.
01
A free 30-minute discovery
We walk your workflow end to end — how a request arrives, who touches it, where it waits, and which parts only live in someone's head. Then we name three automations worth doing first and rank them by what they give back soonest.
No deck, no discovery fee, no obligation
You keep the map whether or not you hire us
02
A written scope and a fixed monthly number
You get the scope in writing — the systems, what each one touches, what it does not do, and what we need from you to build it. One monthly figure covers the lot.
No setup fee and no onboarding charge
No per-seat pricing — add a person, pay the same
No surprise invoice in month three
03
Start with one system, or all six
Most operations should take the one thing that eats the most attention and live with it for a few weeks first. The systems are built to sit beside each other, so the second one is an extension rather than a rebuild.
Add systems later without redoing the first
Month to month — and you can stop
The honest drivers
What actually changes the number
Six things move a quote up or down. None of them are levers we pull — they are just how much work the build is. You will see each one named in your scope.
Channels
How many different places a request can land. One shared inbox is one intake. Email, phone, text, a client portal and a clipboard on a truck is five, and each one needs its own path in and out.
Call volume & coverage
Roughly how many calls a week the phone agent would carry, whether it covers business hours or around the clock, and whether it needs to answer in Spanish as well as English.
Systems & APIs
How many pieces of software have to talk to each other, and whether they have a real API or have to be worked around. A documented API is an afternoon. A portal with no API is a different conversation.
Regulated data
Whether protected health information touches the workflow. If it does, the build runs on HIPAA-eligible infrastructure under a signed BAA, and we sign a BAA with your practice. That changes the architecture, not just the paperwork.
Human gates
How much of the process has to stop and wait for a person. Every approval point is another screen, another state to hold, another thing to test — and it is the part we will not cut to save you money.
Data cleanup
What shape the existing records are in. A tidy vendor list is a morning's work. A decade of spreadsheets where the same company is spelled three ways is a project of its own, and we would rather say so up front.
Yes, and there is no invoice waiting at the end of it. Thirty minutes on a call, we map how a request travels through your business today, and you leave with three named automations ranked by what they give back first.
That map is yours to keep. If you take it somewhere else or build it in-house, that is a fine outcome — you asked for thirty minutes and you got a plan.
No. A quote comes out of a conversation, not an audit. What helps is knowing which software you already pay for, roughly how work arrives, and where things currently get stuck — the kind of thing you can describe out loud.
We ask for access only once there is a signed scope, and then only for the systems the build actually touches. If protected health information is anywhere near the workflow, a signed BAA comes before any access at all.
The engagement runs month to month. There is no setup fee, no per-seat pricing, and nothing multi-year to sign before we start.
If a system is not doing what we said it would, you tell us and we stop — and the documentation for everything we built goes with you either way. We would rather earn the next month than lock up the next year.
You do. Wherever it is possible, the workflows live in accounts with your name on them and your data stays in your systems. We automate the gaps between the tools you already pay for rather than moving you onto ours.
Every workflow ships with plain-English documentation: what it does, what it touches, and how to switch it off. No black box, no lock-in, and no situation where leaving means losing the thing you paid for.
Most people should. Pick whichever one costs you the most attention right now — usually the phone or the paperwork — and let it run for a few weeks before adding the next.
The systems are designed to sit next to each other, so adding the second one later is an extension, not a rebuild. All six are described in detail on the services page if you want to work out which one to start with before you call.
Still deciding what to ask for? Read what each system actually does on the services page, or see how we think about this work in the field notes.