Services

SYSTEMS THAT
CHANGE HOW
YOU operate.

In two weeks you get a costed map of where your firm loses hours and money. Then we build the systems that stop it, using the tools you already own. Every engagement is custom-scoped, with no templates.

“The discovery call is a fit check. The audit is where the real work happens, and it starts once it's paid. The $2,500 is the price of a proper diagnostic engagement, and it's refunded if we can't find $10,000 a year to recover.”

Illustration of an operations dashboard showing utilization bars, a trend line and one flagged project
One live view of your operation
↳ Start Here
The 2-Week Operations Leak Audit

The entry point (also called the Operations Audit & Roadmap). After a short qualification call, we map your operation, score every workflow and put a number on every leak. You get a prioritized roadmap with cost estimates. It's backed by our guarantee: if we don't find at least $10,000 a year to recover, we refund the fee. No obligation to continue to a build.

$2,500
Fixed fee · 1–2 weeks · guaranteed
  • → Full operational mapping session
  • → Top 5 inefficiencies identified
  • → Cost quantification per workflow
  • → Prioritized implementation roadmap
  • → Tool & integration recommendations
  • → 30-min roadmap walkthrough call included
Core Build
Workflow Automation

Replace the manual processes eating your team's time with automation that runs on its own. No one needs to remember. No one needs to chase.

From $8,000
One-time · 3–6 weeks
  • → Full discovery and mapping
  • → Automation design and build
  • → Integration with existing tools
  • → Testing and QA
  • → Team training and documentation
  • → 30-day post-launch support
Core Build
Operating Infrastructure

Architect the connected operating system your business runs on. Every tool talking to every other tool, data flowing without manual intervention, no single point of failure. This isn't a Zapier setup. It's the infrastructure layer your operation depends on.

From $5,000
One-time · 2–4 weeks
  • → Full systems audit
  • → Infrastructure architecture design
  • → API and webhook connections
  • → Data flow mapping and build
  • → Error handling and monitoring
  • → Documentation and handoff
Core Build
Client Pipeline System

The full pipeline for how clients move through your business: first contact to signed, onboarded, delivered, and retained. It runs without manual effort.

From $10,000
One-time · 4–8 weeks
  • → Lead capture and qualification flow
  • → Proposal and contract automation
  • → Client onboarding sequence
  • → Delivery tracking system
  • → Automated communication touchpoints
  • → Retention and review workflow
Bundled
Operations Dashboard

A live view of your business: pipeline health, team workload, revenue forecast, and the metrics that matter. Built on data you already have, no new tools required. Typically delivered as part of a larger build. Dashboards are most powerful when connected to a live operating system, not sitting on top of spreadsheets.

Included in builds
Standalone from $4,000
  • → KPI identification session
  • → Data source mapping
  • → Dashboard design and build
  • → Real-time data connections
  • → Team access and permissions setup
  • → Monthly data review included
Core Build
AI Agent Implementation

Design and deploy AI agents that handle intake triage, email drafting, client communication, and internal routing. Cut response time and remove manual decision-making from processes that don't need a human.

From $8,000
One-time · 3–6 weeks
  • → AI opportunity audit
  • → Agent architecture design
  • → Build and integration with existing tools
  • → Human-in-the-loop protocols
  • → Team training and documentation
  • → 30-day post-launch support
Core Build
Client Portal Build

A branded portal where clients submit requests, track project status, sign off on deliverables, and access documentation. Reduces inbound email and gives clients a single place to deal with you.

From $5,000
One-time · 2–4 weeks
  • → Client journey mapping
  • → Portal design and build
  • → Document management system
  • → Project status tracking
  • → Client access and permissions
  • → Team training and handoff
Ongoing
Retainer Partnership

Monthly monitoring, improvements, and operational input. Your ongoing ops partner as the business grows, not a vendor you call when things break. Three tiers based on system scope: active maintenance, embedded optimization, and full strategic ops partnership.

From $2,500
Per month · rolling
  • → System monitoring and maintenance
  • → Monthly optimization sprint
  • → Quarterly strategic review
  • → Priority support and fast response
  • → Expansion builds at preferred rate
  • → Monthly performance report
Investment

SIMPLE.
TRANSPARENT.
No surprises.

Entry Point
Operations Audit

Map your operation, find the gaps, get a costed roadmap. Refunded if we can't find $10,000 a year to recover. Credited in full if you build within 60 days.

$2,500
Fixed fee · 1–2 weeks · guaranteed
Core engagement
Core Engagement
Operations Build

Design and build the system your business needs. Custom to your operation. Each build above is priced from its own minimum.

From $5,000
Fixed project price · 2–8 weeks
Ongoing
Retainer Partner

Monthly monitoring, improvements, and strategic input. Your embedded operational partner.

From $2,500
Per month · rolling
Risk-free start

THE RECOVERABLE-VALUE
guarantee.

If your Operations Audit doesn't identify at least $10,000 a year in recoverable time and cost, we refund the $2,500. And if you go on to build with us within 60 days, the full $2,500 is credited against the build.

How we count it

Every figure in your report uses your own hours and your own rates, itemized line by line, so you can check the math yourself.

What we need from you

Attend the 90-minute intake call and give us the tool access and figures needed to cost each workflow. The guarantee applies once that information has been provided.

What you keep

The map, the costings and the roadmap are yours whether or not you build with us, and whether or not you claim a refund.

See a sample audit report →Read the terms
Included with every audit

EVERYTHING YOU NEED
TO decide.

“How bad is it really?”
Operations Scorecard

A ten-question self-check that scores manual work, tool connectivity, pipeline visibility, founder dependency and team capacity. Free, and worth taking before you book.

Take the scorecard →
“Is it worth the money?”
Manual Work Cost Calculator

Put your own team size, hours and rates in and see what repetitive admin costs a year. No email needed. The audit replaces these estimates with your real numbers.

Try the calculator →
“What exactly will I get?”
Sample Audit Report

A worked example of the report you receive: current-state map, costed findings, ranked recommendations and a roadmap. Based on a fictional firm.

See the sample →
“What do I do with it?”
30-Minute Roadmap Walkthrough

A call after delivery to walk through the findings, answer questions and agree what to do first, whether or not you build with us.

Your other options

WHAT ELSE COULD
YOU do?

Honest comparison. Every option below is a fair choice in the right situation.

OptionTypical costWhat you getThe catch
Matabuild audit, then build$2,500 audit, builds from $5,000A costed map, then connected systems built and handed over with trainingYou need to give us access and a few hours of your time
Automation freelancer or agencyAudits about $1,200–$2,400; projects from about $1,800Fast, tool-specific automationsUsually one workflow at a time, with less focus on the whole operation or on handover
Fractional COOAbout $3,500–$5,000 a month under $1M revenue; $12,000–$15,000 a month for one day a weekSenior operating judgement, process and people leadershipAdvice and structure more than built systems; the value leaves when the retainer ends
In-house operations manager$70,000–$100,000 salary at small law firms; first-year cost 1.6–2.2× salarySomeone with authority and institutional memorySlow and costly to hire, and may not know how to build the systems
Do it yourselfYour and your team’s timeFull control and no cash outlayOften fragile: automations nobody maintains, and exceptions that break them

Ranges are typical published figures from public rate guides and salary data (2026), shown for comparison, not quotes.

Start Here

NOT SURE WHERE
TO start?

Every engagement starts with the Operations Audit. $2,500, two weeks, a costed roadmap for your specific business, and a guarantee behind it. All before a single line of build work begins.

Book a Discovery Call