Industries we serve
Specialists in regulated, trust-dependent professions.
We do not serve every industry. We focus on owner-operated service businesses where reputation matters, mistakes carry consequences and human judgment must stay in the loop.
Law firms
Solo practitioners to firms of 15
Compliance, defensibility and privacy come first. Law Society of Ontario expectations mean every automated step must be traceable and every client-facing action reviewed by a person.
- Defensible audit trails
- Deadline and limitation safeguards
- Solicitor-client privacy
Example workflows
New-matter intake
Intake form triggers a conflict-check request, drafts the engagement letter for lawyer approval and creates the matter folder.
Deadline tracking
Key dates are captured once and generate tiered reminders, escalating to a second person if unacknowledged.
Document requests
Client document checklists are sent and chased automatically, with status visible to the whole team.
Illustrative only — your diagnostic determines which workflow to automate first.
Accounting & bookkeeping practices
Owner-led CPA and bookkeeping firms
Seasonal peaks, recurring admin and constant document chasing make owners the default coordinator. Financial data demands careful handling and clear permissions.
- Client onboarding
- Document flow
- Recurring admin
Example workflows
Client onboarding
Engagement letter, ID verification request and portal invitation sent in sequence, pausing for partner sign-off.
Year-end document collection
Personalised checklists go out on schedule; reminders stop the moment items arrive.
Recurring billing & reminders
Invoices generated at milestones, with payment reminders queued for review before sending.
Illustrative only — your diagnostic determines which workflow to automate first.
Consulting & professional services
Management, IT, engineering and advisory firms
Growth often depends on the owner personally responding to every enquiry and remembering every follow-up. A reliable pipeline frees them to deliver.
- Intake
- Follow-up
- CRM hygiene
Example workflows
Enquiry intake
Website and email enquiries land in the CRM with a same-day acknowledgment drafted for approval.
Proposal follow-up
Sent proposals trigger timed, owner-approved follow-ups so nothing goes quiet by accident.
Project kickoff
A signed proposal creates the project workspace, schedules kickoff and notifies the delivery team.
Illustrative only — your diagnostic determines which workflow to automate first.
Healthcare clinics
Physiotherapy, dental, chiropractic and mental health — expanding soon
Personal health information falls under PHIPA. We are deliberately building clinic practice after our first verticals, so every workflow meets that standard from day one.
- PHIPA-aware design
- Front-desk relief
- Data kept in Canada
Example workflows
Appointment reminders
Reminders and intake forms sent from your practice software, with no health details in the message body.
New-patient intake
Forms collected and routed to the clinician for review before the first visit.
Recall & re-booking
Patients due for follow-up are listed for front-desk review rather than contacted automatically.
Illustrative only — your diagnostic determines which workflow to automate first.
How many hours is admin costing your team?
Three sliders, a rough estimate in under a minute.
Your practice is not on this list?
We also work with financial advisors, architecture and engineering firms, real estate brokerages and agencies. If you are the bottleneck in a 1–25 person service business, let us talk.
No pitch · You'll speak with Arash · Honest answer either way
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