We build custom CRM pipelines in Airtable, automated workflows through Make.com, and process-driven AI agents. Wired together so your firm can scale operations without adding headcount.
Most professional services firms run on a patchwork of disconnected systems, held together by manual effort and institutional memory.
Client information lives in spreadsheets, inboxes, and someone's memory. Your CRM (if you have one) is half-populated. Nothing connects. Every status update requires asking three people.
Your team copies the same information between platforms daily. New leads sit in an inbox until someone manually creates a record. Proposals get built from scratch every time because templates live nowhere useful.
Key workflows exist only in one person's head. When they go on leave, things stall. When they resign, the process walks out the door with them. Nothing is documented, nothing is automated.
We do not sell software. We build the operational layer that connects your tools, automates your processes, and puts AI to work on repeatable tasks.
Purpose-built client and project databases in Airtable. Track leads, engagements, deliverables, and revenue in one place. Designed around how your firm actually works, not how a generic CRM thinks you should.
Multi-step workflows that connect your tools and eliminate manual handoffs. New enquiry comes in? It gets logged, assigned, and followed up automatically. Invoice overdue? The reminder goes out without anyone pressing send.
AI agents that handle repeatable knowledge work. Draft client summaries from meeting notes, triage incoming enquiries by service line, or generate first-pass proposals from your templates. Built on Claude API, tuned to your firm's context.
We follow the same structured process for every engagement. No scope creep, no guesswork.
We audit every tool, workflow, and handoff point. We document where data lives, how it moves, and where things break down. This becomes the blueprint for everything that follows.
We design and build your CRM structure in Airtable, create the Make.com scenarios that connect your tools, and configure any AI agents. Everything is built to your specifications.
We wire your CRM, automations, and AI agents into a single operational layer. Data flows between tools automatically. Your team stops copying and pasting.
We monitor workflows, review AI output quality, and refine automations based on real usage. Your system gets sharper over time, not more fragile.
Each system is custom-built for your firm. No off-the-shelf templates, no generic setups.
Custom Airtable bases with linked tables, views, and automations tailored to your client lifecycle. From lead capture to project delivery to invoicing.
Documented process maps for every automated workflow. You will know exactly what triggers each action, what data moves where, and what happens at every step.
Production-ready automation scenarios connecting your tools. Email to CRM, form to pipeline, invoice to follow-up, and everything in between. Tested and monitored.
Custom AI agents built on Claude API for repeatable tasks. Drafting, triaging, summarising, or generating structured output from unstructured input. Tuned to your firm's language and context.
Every system comes with clear documentation. Database schemas, workflow logic, AI agent prompts, and troubleshooting guides. Your team can manage it without us.
Hands-on training sessions for your team. We walk through every workflow, every view, and every automation so your people know how to use the system from day one.
Let us map your processes, build the infrastructure, and hand you back a firm that runs on systems instead of heroics. No templates. Built for your workflows.