Restaurants and Food Service
County health permits, city licensing, and a point of sale that does not talk to anything else.
See how we helpWho we help › Professional Services
Your expertise is billable. Chasing documents is not.
Accounting, legal, insurance, and real estate all hit the same bottleneck: getting the right document from the right person at the right time, without sending five reminders to get it.
What we hear
Sound familiar?
- Client intake is a phone call, then an email, then a form, then a follow up for the thing that was missing.
- Documents live in inboxes, so finding last year's file means searching three places.
- Deadlines sit in a spreadsheet that only one person actually maintains.
- The work is getting done well, but the client cannot see progress, so they call to ask.
What we build
What we would install
- A single intake path that collects everything up front and shows you what is still outstanding.
- Document storage with a naming and folder structure the whole team follows without thinking about it.
- Deadline tracking with automatic reminders going to both you and the client.
- A status view the client can check themselves, which cuts the where are we calls to almost nothing.
What changes
You spend your hours on the work you are actually licensed to do.
We start with a 30 day audit of what you already run, then build over 60 days. No rip and replace unless the tool really is the problem.
Also in the 314
Other businesses we work with
Retail and Specialty Shops
Manual stock counts, inventory split between the register and the website, and sign permits with clocks on them.
See how we helpHome Services and Trades
Missed calls, quotes written twice, and a crew schedule that lives in your head.
See how we help