Which job does your team re-type? These are the three we'd look at first for a firm like yours. Pick the one that hurts.
Loss runs read and summarized the day they arrive replaces an afternoon with a highlighter Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Mod and loss-ratio estimates from loss runs and payroll, before renewal replaces the spreadsheet rebuilt for every client Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Claim status chased with the carrier, client kept posted replaces the adjuster who won't call back Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One renewal kept pays for it.
Hour collection that chases itself replaces texting clients the night before Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks One client retained pays for it. New-hire packets that assemble and follow up replaces four emails per hire Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks "Where's my register?" answered from the system replaces the phone at 7 AM Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Document requests that follow up on their own replaces the same email, again Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks One closed loan pays for it. Intake that lands sorted replaces renaming PDFs Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Engagement letters and status in one place replaces "did you get it?" Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks
Intake that qualifies and books the consult replaces voicemail and a callback list Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One signed matter pays for it. Engagement letters chased to signature replaces "did they ever sign?" Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks "Any news on my case?" drafted for a paralegal to send replaces the paralegal's afternoon Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Reminders and rescheduling that run themselves replaces the front desk at 8:05 Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Intake completed before the visit replaces a clipboard and a retype Complete before the visit — no clipboard, no retyping. Free mockup firstIntake Form Build · 1 week after approval Records and referral requests tracked to done replaces sticky notes Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Quotes that go out the same day replaces the kitchen table on Wednesday Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One won job pays for it. Booking without phone tag replaces texts and a missed call Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Invoices the day the job closes replaces end of month Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Reminders and rebooking that run themselves replaces hoping they remember Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Being found in your zip replaces a profile last updated who knows when Found when someone searches your trade in your zip. $295Google Business Profile Setup · 2–3 business days Payroll and tips without the Friday scramble replaces Friday night math Books closed on time by people who do this all day. From $400/moPayroll & Bookkeeping · Month to month
Vendor invoices matched and queued replaces a shoebox on Sunday Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Reviews answered in your voice replaces three weeks late Answered the same day, in your voice. $300–$800/moClient Reviews & Reputation Management · 90-day minimum Schedule and payroll from one source replaces two spreadsheets that disagree Books closed on time by people who do this all day. From $400/moPayroll & Bookkeeping · Month to month
Recurring visits that reschedule themselves replaces the 6 AM group text Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Quotes from a photo and a yard size replaces driving out to look Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One won contract pays for it. Monthly billing that goes out on the first replaces chasing accounts in week three Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Showing requests booked without the back-and-forth replaces six texts to land one showing Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One closed listing pays for it. Listing paperwork assembled and chased to signature replaces "did the seller sign yet?" Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Lead follow-up that runs for 90 days replaces the leads that went cold in the CRM Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Maintenance requests triaged and dispatched replaces the 7 AM voicemail about the AC Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One avoided emergency call-out pays for it. Rent reminders on schedule, late notices drafted for you to send replaces chasing the same four tenants Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Lease renewals that start 90 days out replaces the spreadsheet nobody updates Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Interview booking and reminders that run themselves replaces phone tag with forty applicants Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One placement pays for it. Onboarding packets assembled and chased replaces four emails per placement Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Timesheet collection that chases itself replaces Friday afternoon calls to clients Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks
Client reporting assembled from the platforms replaces Monday morning screenshots Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One retained month pays for it. Content approvals that chase themselves replaces "did you see the draft?" Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Intake form that drafts the proposal replaces the proposal that took a week Complete before the visit — no clipboard, no retyping. Free mockup firstIntake Form Build · 1 week after approval
Tickets triaged and acknowledged in your voice replaces the inbox at 8 AM Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One retained seat-block pays for it. Onboarding checklists that run themselves replaces the new hire with no laptop Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Renewals and license counts reconciled monthly replaces the spreadsheet that's always off Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Document requests that follow up on their own replaces the same email to the borrower, again Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks One closed loan pays for it. Pre-approval intake captured in one pass replaces three calls to get the W-2 Complete before the visit — no clipboard, no retyping. Free mockup firstIntake Form Build · 1 week after approval Past-client check-ins on a schedule, in your words replaces the past clients nobody calls back Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Meeting prep assembled from the records replaces Sunday night in the CRM Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Account paperwork chased to signature replaces "did the custodian get it?" Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Review scheduling that runs on the calendar replaces the annual review that slips Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Reminders and rebooking that run themselves replaces the no-show at 9 Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Intake and records requests before the visit replaces a clipboard and a retype Complete before the visit — no clipboard, no retyping. Free mockup firstIntake Form Build · 1 week after approval Refill reminders and 'results are ready' notices replaces the phone at 4:45 Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Plan-of-care reminders and rebooking replaces the patient who stopped at visit 6 Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Intake completed before the visit replaces a clipboard and a retype Complete before the visit — no clipboard, no retyping. Free mockup firstIntake Form Build · 1 week after approval Benefit checks and auth requests tracked, never lost replaces hold music Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Open shifts offered to available caregivers, you confirm replaces the 5 AM scramble Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One filled shift pays for it. Caregiver onboarding chased to complete replaces the file missing one form Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Family updates sent from the visit record replaces the Friday phone call to every family Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Quotes that go out the same day replaces the kitchen table on Wednesday Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One won job pays for it. Dispatch and booking without phone tag replaces texts and a missed call Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Maintenance-plan renewals that run themselves replaces the customers who lapsed Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Estimates assembled from your measurement report replaces driving out to look, twice Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks One booked roof pays for it. Claim paperwork assembled and chased replaces the adjuster who won't call back Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Invoices and draws the day the stage closes replaces end of month Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Change orders written and signed on site replaces the verbal yes nobody can find Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks One change order you can bill pays for it. Sub scheduling and reminders that run themselves replaces the 6 AM group text Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Draw requests and lien releases assembled for your signature replaces Friday night paperwork Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Estimates and approvals by text replaces the customer you can't reach Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks One approved repair pays for it. Parts and status updates in your voice replaces "is my car ready?" Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Service reminders that bring them back replaces the customers who went elsewhere Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Trial follow-up and sign-up that runs itself replaces the lead that visited once Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Failed-payment reminders, in your voice, no retries without you replaces the declined cards in week two Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Class reminders and waitlists that fill replaces the empty 6 AM slot Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Enrollment packets assembled and chased replaces the file missing one form Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Tuition reminders and late notices on schedule replaces the awkward conversation at pickup Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Daily updates to parents from one source replaces the group text Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Donor thank-yous and receipts the same day replaces the stack at year end Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Grant deadlines and reporting tracked to done replaces the calendar in someone's head Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Volunteer scheduling that fills itself replaces the Thursday scramble Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Load confirmations and check-call replies by text and email replaces the phone all day Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Driver paperwork and compliance chased replaces the expired medical card Clients check status themselves instead of calling you. $5,000–$15,000Client Portal Build · 3–8 weeks Invoicing with PODs attached the day of delivery replaces thirty days to get paid Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks
Order and shipping questions answered in your voice replaces "where is my order?" Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Low-stock alerts that draft the reorder replaces the sellout nobody saw coming Runs unattended; a person approves anything that matters. $2,500–$15,000+Agent Workforce Design & Build · 3–8 weeks Reviews and returns handled the same day replaces the inbox on Monday Answered the same day, in your voice. $300–$800/moClient Reviews & Reputation Management · 90-day minimum
Being found by the people searching for you replaces hoping for referrals One page that looks like the business you actually run. $595 one timeLocal Business Website + Google Profile · 5–7 business days Taking the job without phone tag replaces texts and voicemails Every enquiry answered inside a minute, and logged. $2,500–$7,500Speed-to-Lead Response System · 2–4 weeks Payroll and books handled replaces Friday night and month end Books closed on time by people who do this all day. From $400/moPayroll & Bookkeeping · Month to month
