Custom automations in Fort Myers
We build automations for your office, quoted per project
Custom automations, quoted per project
Automations are quoted per project after a conversation, in writing, with a fixed price once the scope is agreed. Every build ships with the workflow code and a recorded handoff video, and you own it. A person reviews what the automation produces before anything is sent or decided.
See a conflict check in actionExample: conflict check for a law firm
- 01
Intake arrives. When an intake form or intake email arrives, the details are recorded to a sheet.
- 02
Names checked. The names are checked against current clients in Clio, and a possible conflict is flagged to the attorney in Slack.
- 03
Draft ready. A reply is drafted for the attorney to review and send, so the attorney only sees what needs a decision.
It flags a possible conflict and never clears one. Current clients in Clio are checked, and former clients and adverse parties only if set up for the firm. Clio and Slack are what the example shows, and other tools are quoted after a look.
Not sure if we can automate a process? Send us a message anyway and we'll talk it out for free.
Fill in your name, email or phone, and what you would like automated, and it goes straight to Mario with no meeting attached and nothing to install.