Tier 2

Implementation Sprints

Focused Automation Builds

Fixed-scope engagements that deliver working systems. Each sprint addresses a specific operational domain with defined deliverables, timeline, and investment.

Client Intake Automation

Transform intake from manual processing to automated qualification.

Deliverables

  • Web-based intake forms with conditional logic
  • CRM integration and contact creation
  • Automated qualification scoring
  • Document request triggers
  • Client communication sequences
  • Internal task assignment
Investment

$7,500 - $15,000 USD

Timeline

4-6 weeks

Document Processing Pipeline

Automate document intake, extraction, and summarization.

Deliverables

  • Document upload and classification
  • AI-powered data extraction
  • Summary generation
  • Structured filing and organization
  • Human review queue for exceptions
  • Search and retrieval interface
Investment

$12,000 - $25,000 USD

Timeline

6-8 weeks

Compliance & Deadline Management

Never miss a deadline. Never chase a status update.

Deliverables

  • Regulatory calendar integration
  • Deadline tracking with escalation logic
  • Client notification sequences
  • Internal task generation
  • Status dashboard for principals
  • Audit trail and reporting
Investment

$8,000 - $18,000 USD

Timeline

4-6 weeks

Reporting & Intelligence Systems

Aggregate data. Generate reports. Surface insights.

Deliverables

  • Data aggregation from multiple sources
  • Automated report generation (client-facing and internal)
  • Dashboard creation for principals
  • Scheduled distribution
  • Custom metrics and KPIs
Investment

$10,000 - $20,000 USD

Timeline

5-7 weeks

Internal Operations Automation

Streamline the work that supports the work.

Deliverables

  • Time tracking integration
  • Billing pipeline automation
  • Staff task routing
  • Meeting scheduling and follow-up
  • Internal communications automation
Investment

$6,000 - $12,000 USD

Timeline

4-5 weeks

What's Included in Every Sprint

  • System design and architecture documentation
  • n8n / Make.com workflow construction
  • AI integration where it adds value
  • Testing and deployment
  • User documentation
  • 30-day post-launch support