How it works

We map the job before we take it over.

We connect to your records and write down each step of the job, in the order it happens.

Keep, switch or build

We start from the software you already have. Most clients keep it, and some need a better system or a tool that doesn't exist yet.

Most common
Keep your system

Your team keeps the software it knows. We take over the typing and checking around it, starting with anything entered in two places.
Switch to a better one

If your software is the problem, we help you pick a better one and run the move. Both systems run side by side until the new one holds, and we stay on through the first busy weeks.
Build what's missing

Some jobs have no good tool on the market. We build the tool, like a booking app for a city's meeting rooms or a pricing portal for wholesale buyers.

We work out which of the three fits during the full business audit. More about the audit

You approve each step before anything goes out.

Someone on your team reads each message we draft before it reaches a customer or vendor. You can add the same check to other steps later.

Jobs we take over

Document intake
Invoices and signed forms come in by email or fax. We pull the fields you need from each one and draft a request for anything missing.
Orders retyped into three systems
The order comes in one place, and someone types it into two more. We move your orders into one system, where each order goes in once, and we flag any order whose totals do not match.
Quotes and forms waiting on a reply
A customer has your quote and has not answered, or a vendor still owes you a form. We draft reminders on the schedule you set and stop when the person replies. You see one list of who still owes an answer.
Payments matched to invoices and orders
As each deposit and payout arrives, we match it to the invoice or order it covers and mark it paid, partial, or missing. We list the ones that do not match for you to review.

Document intake from start to finish

Vendors and clients keep sending documents by email, or by fax forwarded to email.
We read typed and handwritten pages and pull the fields you picked, such as dates, totals, signatures, and required checkboxes.
Each document has to meet the rules you set, such as a signature dated after the last day of service or a total that matches the check. If one breaks a rule, we flag it and note the reason.
Nothing missingWe log the document and send nothing.
If something is missing, we write a request in your wording to the right contact and hold it.
The draft waits for a person to read it and sign off.
We send the request and file a copy with the document in your inbox, CRM, or tracker. If the document was complete, we file it and stop there.

Vendors and clients keep sending documents by email, or by fax forwarded to email.

We can map one of your jobs the same way. Tell us which one.

Results

Lower operating cost

Paperwork and payments

We request missing paperwork from vendors and clients and match payments to invoices.

Internal tools

We build check-in kiosks, live queues, intake forms, and client portals around your current process. Your staff stop retyping data.

Work you planned to hire for

We take on the repetitive part of that role. The judgment calls stay with your staff.

Faster turnaround

Document processing

We read invoices and forms as they arrive and flag problems the same day.

Reminders on a schedule

We schedule the reminders and check-ins and stop them when the client replies.

Reporting

We bring your numbers into one shared system and send you a report from it on the day you choose.

Revenue growth

Customer follow-up

We set up regular messages to past customers and to anyone holding an open quote. We also draft replies to new reviews.

Ads and email marketing

We run Google Ads, paid social, email, and SMS, and we show you which campaigns lead to sales and bookings and which to cut.

Websites and online stores

We design and build WordPress, Shopify, and custom sites you can update without calling us.

Tell us about the work.

in San Diego. We reply within the hour during business hours.

Nearly 15 years of building and running online stores and back-office systems. We've built wholesale portals and Shopify to QuickBooks syncs, and we've moved large stores onto Shopify Plus.We've trimmed a real estate office's software bill, and our team has worked in real estate for years.We built the CRM a tiny-home builder uses to follow up with stalled leads, and we've worked with roofers on real estate inspections.We've worked with professional offices, including admin-heavy insurance offices.We've worked with a chiropractic office and an animal hospital on their front desk work, and we sign a BAA before we touch patient records.We've worked with a chiropractic office on its front desk work, and we sign a BAA before we touch patient records.We've set up menus and online ordering for pizza, kabob and donut shops, and moved their sites to new platforms.We built a biotech manufacturer's wholesale pricing portal and have worked with a therapeutics company.We've worked with a bank under NDA, and we never use your data to train AI models.We've mapped a city's facility rental and permit process end to end.

Start a project

A short form. We reply within the hour during business hours with a suggested first step.