For CPA firms, law firms, agencies, brokers and medical/dental practices
Take the free AI Ready Check to see where your firm is losing hours, follow-ups and leads, and what to fix first.
Free. 13 questions. No email needed to see your result.
Need an AI policy for your team? Build one free →
01 / Free tools
See where AI fits in your firm before you talk to anyone.
See where your firm is losing billable hours, follow-ups and leads, and what to fix first.
You get: A readiness score, your biggest gaps and one step to take this week.
No email needed to see your result.
Answer 6 questions, then add your contact details and download a starting AI policy for your industry.
You get: An editable Word policy and a PDF copy.
A starting draft. Have your attorney review it before you adopt it.
Build my policyHours delivered and never written down. That is money already earned, left uncollected.
The second, third, and seventh touch that closes the deal, lost because the person responsible was in a meeting.
A database, a spreadsheet, a stack of cards from last year's event. The names are there. The time to find the twenty worth calling is missing.
Four things the software doesn't come with.
Most owners don't have a tool problem, they have a choosing problem. I look at where the time is actually going and name the tool that already solves it. If the answer is “turn on the setting in software you're already paying for,” I tell you that and charge nothing.
The tool is the easy half. Connecting it to what you already run — your practice management system, your CRM, your accounting, your calendar — is where it either works or quietly doesn't. That's the build.
Software companies sell you a login and a knowledge base. I sit across from you and walk you through it, in English or Mandarin, at your pace, until you can run it — not until you've watched a video.
A password gets forgotten. A connection breaks silently. A setting changes and nobody notices for three weeks. I monitor what I put in and fix it before it costs you money — and every quarter I re-check whether the tool that was right in March is still the right one.
One workflow from one client's setup. Yours will be built around your business. Sample data shown.
| Record | Sector | Score | Signal | Next action | Status |
|---|---|---|---|---|---|
| Record #4182 | Commercial roofing | 94 | Permit filed 3 days ago | Call today | Ready |
| Record #3907 | Family law | 88 | Second inbound in 10 days | Send proposal | Ready |
| Record #4410 | Accounting | 76 | Referred by past client | Draft follow-up | Drafted |
| Record #2288 | Insurance | 61 | Renewal in 45 days | Queue reminder | Queued |
| Record #4501 | Real estate | 34 | Data thin — no contact verified | Hold | Blocked |
Commercial roofing · Ready
Permit filed 3 days ago
Call today
Family law · Ready
Second inbound in 10 days
Send proposal
Accounting · Drafted
Referred by past client
Draft follow-up
Insurance · Queued
Renewal in 45 days
Queue reminder
Real estate · Blocked
Data thin — no contact verified
Hold
Process, redesigned
Calls, forms, email, WeChat
One record per person
Ranked by value and timing
Reply, estimate, invoice
Every figure traced to source
You, in one screen
Delivered, tracked, filed
The bottom row never sends. Thin data is stopped before it reaches a client.
Ask an AI tool for a figure it doesn't have and it will invent one, confidently. Send one fabricated number to a client who checks and your name is done. Every figure in anything I put in front of your clients traces back to a source record, or it doesn't send.
One rule in every industry: repeatable work goes to the system. Judgment stays with you.
What's the work you never get to? I tell you plainly whether a tool can take it. If the answer is that you already own the software and just need a setting turned on, I say so and we're done.
Book a 30-minute callWhich tools, wired to what, what it changes, and how it runs. You can stop here and keep everything.
Selected, connected, and running in your own accounts. Training for you and your team is included.
I watch what breaks and fix it before it costs you money, and every quarter I re-evaluate whether what you're running is still the best option — because the tools change fast. Most clients stay here. This is the part that compounds.
Before setup starts we agree in writing on what success looks like — hours recovered, invoices out, follow-ups sent. We review the results against that agreement. If it doesn't hit, the result portion is waived. I stay accountable long after handoff.
Based in Frisco. I select the tools, connect them to your existing software, and train your team in English or Mandarin. You work directly with me.
Your systems run in your own accounts. Your records stay under your credentials. Access is limited to what the work needs. You keep the setup when the engagement ends.
08 / FAQ
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