Process

45–60 min conversation. We map your current operation at a high level, identify the most painful bottlenecks, and determine whether an engagement makes sense. No pitch deck. No proposal until we both agree there's a fit.

We go deep. Team interviews, tool review, process documentation. Every manual task gets logged. Every handoff gets examined. Output: a prioritized automation roadmap specific to your firm.

Before we build anything, we fix the workflow. Intake forms get redesigned. Handoff sequences get clarified. Communication templates get written. The automation runs on something solid.

We build. Weekly check-ins, working demos as each automation comes online. You see it working before it goes live.

Full documentation. Walkthrough session with your team. 30 days of support included. You understand everything that was built.

Monthly maintenance available. Template updates, prompt tuning, Clio config changes. Handled by Wazan, not your team.