Automation & Systems Engineering for Professional Firms

Three structured engagements. Clear scope. Defined outcomes.

Tier 1

Process & Automation Diagnostic

The Entry Point

A paid, structured engagement that maps your operational reality and identifies exactly where automation will generate return.

  • Process documentation (3-5 workflows)
  • Friction analysis (where time disappears)
  • Automation opportunity matrix (effort vs. impact)
  • Implementation roadmap with sequencing
  • ROI projection for each automation candidate
  • 60-minute presentation of findings
Duration

2 weeks

Investment

$3,500 USD

This is not a sales call disguised as consulting. You pay for the diagnostic. You own the output.

Tier 2

Implementation Sprints

Focused Automation Builds

Fixed-scope engagements that deliver working systems, not promises.

  • Client intake automation ($7,500 - $15,000)
  • Document processing pipelines ($12,000 - $25,000)
  • Compliance & deadline management ($8,000 - $18,000)
  • Reporting & intelligence systems ($10,000 - $20,000)
  • Internal operations automation ($6,000 - $12,000)
Duration

4-8 weeks

Investment

$6,000 - $25,000 USD

Every sprint includes system design, workflow construction, AI integration, testing, documentation, and 30-day post-launch support.

Tier 3

Systems Stewardship

Ongoing Operational Partnership

For firms that want their automation infrastructure maintained, monitored, and continuously improved.

  • System monitoring and uptime management
  • Error detection and recovery
  • Monthly optimization reviews
  • Incremental automation additions (up to 4 hours/month)
  • AI model updates and prompt refinement
  • Priority support response (within 4 hours)
Duration

6+ months

Investment

$2,500 - $5,000 USD/month

This is not a maintenance contract. It's operational partnership. Your systems evolve as your firm evolves.