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. The $2,500 is refunded if we can't find $10,000 a year to recover.

THREE STEPS.
Stop after any of them.

Everyone starts with the audit. Whether you build, and what, is decided with real numbers in front of you.

  1. Entry point

    The 2-Week Operations Leak Audit

    $2,500
    Fixed fee · 1–2 weeks · guaranteed

    We map your operation, score every workflow and put a number on every leak. You get a prioritized roadmap with cost estimates, and no obligation to continue.

    • Full operational mapping session
    • Top 5 inefficiencies identified
    • Cost quantification per workflow
    • Prioritized implementation roadmap
    • Tool & integration recommendations
    • 30-min roadmap walkthrough call
    See a sample report
  2. Core engagement

    Operations Build

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

    We design and build what the audit found, custom to your operation. Credited the full audit fee if you start within 60 days.

  3. Ongoing, optional

    Retainer Partnership

    From $2,500
    Per month · rolling

    Monitoring, improvements and operational input as the business grows. Three tiers: active maintenance, embedded optimization, or full strategic ops partnership.

    • System monitoring and maintenance
    • Monthly optimization sprint
    • Quarterly strategic review
    • Priority support and fast response
    • Expansion builds at preferred rate
    • Monthly performance report

WHAT A BUILD
CAN include.

Six kinds of build, usually combined. The audit tells you which ones pay back first, so you only buy what your numbers justify.

Illustration of an operations dashboard showing utilization bars, a trend line and one flagged project

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 $8,000One-time · 3–6 weeks
What's included
  • Full discovery and mapping
  • Automation design and build
  • Integration with existing tools
  • Testing and QA
  • Team training and documentation
  • 30-day post-launch support

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 $5,000One-time · 2–4 weeks
What's included
  • Full systems audit
  • Infrastructure architecture design
  • API and webhook connections
  • Data flow mapping and build
  • Error handling and monitoring
  • Documentation and handoff

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 $10,000One-time · 4–8 weeks
What's included
  • Lead capture and qualification flow
  • Proposal and contract automation
  • Client onboarding sequence
  • Delivery tracking system
  • Automated communication touchpoints
  • Retention and review workflow

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. Most powerful when connected to a live operating system, not sitting on top of spreadsheets.

Included in buildsStandalone from $4,000
What's included
  • KPI identification session
  • Data source mapping
  • Dashboard design and build
  • Real-time data connections
  • Team access and permissions setup
  • Monthly data review included

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 $8,000One-time · 3–6 weeks
What's included
  • 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

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 $5,000One-time · 2–4 weeks
What's included
  • Client journey mapping
  • Portal design and build
  • Document management system
  • Project status tracking
  • Client access and permissions
  • Team training and handoff
RECOVERABLE-VALUE GUARANTEE · FEE REFUNDED IF NOT FOUND ·$10,000A YEAR, MINIMUM

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.

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.

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