What it is
You already own good tools. The problem is what's between them: the re-keying, the copy-paste, the client data living in five places, the follow-up that depends on someone remembering. A custom build closes those gaps — one intake, one source of truth, one place your team and your clients log into.
Practical AI is woven in where it earns its keep: document extraction instead of data entry, drafted replies instead of blank pages, and automations that fire because a status changed — not because someone remembered. We build what the workshop scopes, nothing speculative.
What you get
Clients enter once — every downstream system and workflow works from the same source of truth.
PDFs, forms, and emails become structured data automatically — no more re-keying.
One login for your clients: documents, status, requests, and e-sign in one branded place.
Handoffs, follow-ups, and reminders driven by status — consistent whether it's Tuesday or tax season.
The systems that earn their place stay — connected, not replaced for the sake of it.
Pipeline, workload, and the numbers you actually watch — one screen instead of six tabs.
How it works
A short conversation plus pre-work about your tools, workflows, and where the hours leak.
90 minutes to 3 hours locking the decisions that shape the build — the fee is credited toward it.
You see exactly what you're getting and exactly what it costs before anything is built.
Most solutions come back in about 3 weeks, so you can leverage them right away.
Self-host for nothing, or have us carry hosting, AI costs, and monthly improvements.
Who it's for
The investment
Credited in full toward your build when you move forward.
Fixed-price, benchmarked to the value it creates — never a surprise invoice.
Own it outright and self-host, or we manage hosting, AI costs, and improvements.
A typical dev shop quotes platforms like these at $60,000–$180,000+. We don't play in that range — and every number is confirmed in writing before anything begins.
Let's talk
Five quick fields. Anthony follows up personally within 24 hours.
The next step is an Envisioning Workshop where we map your workflows, tools, gaps, and priorities before anyone builds anything. Normally $2,500 — yours for $1,500. It's credited toward your configured build.
Your details stay private. No spam — just a real follow-up within 24 hours.
Not quite your lane?
