Your whole back office. One system. Less than one hire.
We build your business its own operating system: client intake, agreements and deposits, every job tracked to done, phones and messaging, and an AI front desk that answers when you can't. Tailored to how you already work. Live in 30 days.
Built for attorneys, contractors, accounting firms and any business that takes a deposit, signs an agreement, and has to deliver on it.
Intake
Agreement
In progress
Closed
Built and run on the platform behind Emonics. A multi-division company, in business 10+ years, with teams across the US and India, runs on the same system we build for you.
- Private instance per client
- US-hours support
- Your data, exportable anytime
You're paying for five tools and a person to hold them together.
A CRM here, e-signatures there, a phone system, a scheduler, a spreadsheet of who owes what, and a clerk or virtual assistant whose real job is copying between them. Every handoff is a place for a client to fall through.
Ranges are typical US small-firm figures. Your walkthrough uses your real numbers.
One system that does the work of the tools and the clerk.
Every piece below is configured to your business, not a template you adapt to.
AI front desk
Answers WhatsApp, text and web chat around the clock, in your voice. Qualifies the lead, books the consultation, sends the intake form. Hands anything sensitive to a person.
- Never quotes terms you haven't approved
- Every conversation logged to the client record
Agreements and deposits
Engagement letters, contracts and change orders sent for e-signature from the record. Deposits collected on signing. Installment schedules issued automatically and chased without anyone remembering to.
- Who owes what, today, in one view
- Reminders by text, WhatsApp and email
Every job tracked to done
Matters, jobs or orders move through the stages you define, with an owner, a deadline and the documents attached. Nothing sits untouched without someone being told.
- Missing-document chasers
- Deadline alerts to the right person
Phones and messaging
Business lines with call recording, plus text and WhatsApp, in one inbox tied to the client record. A new hire picks up where the last person left off.
- Numbers belong to the firm, not the employee
- Works from the desk or a phone
Website and lead capture
A site that feeds the system directly. Every form, call and message lands as a lead with a source, so you know which marketing actually paid.
- Outbound campaigns run from the same place
- Google reviews and follow-ups on autopilot
Reports you don't have to ask for
A morning digest of what came in, what's due, what's overdue and who's waiting on you. Dashboards for the owner, task lists for the team.
- Every action attributed to a person and a time
- Exports to Excel or your accountant anytime
Live in 30 days. Tuned over the next 90.
You give us your existing data in a simple upload format and an hour a week. Our engineers do the rest.
Discovery and data
We map how a client moves through your business today, from first call to final payment. You export what you have (spreadsheets, your current software) into our intake template.
Build
Your private instance goes up with your records loaded, your stages, your documents and your agreement templates. Phone numbers ported or issued.
Workflows and the front desk
Reminders, chasers, e-signature flows and deposit rules switched on. The AI front desk trained on your services, your hours and what it may and may not say.
Go-live and training
Your team trained on their screens. We run alongside you for the first week and fix anything that doesn't match how you work.
Any business that takes a deposit, signs an agreement, and has to deliver on it.
The shape is the same. Only the vocabulary changes.
Law firms
Immigration, family, personal injury and general practice. Clients reached on WhatsApp and text in the language they prefer. Trust accounting stays in your accounting system; we work alongside it.
Contractors and construction
Roofing, remodeling, electrical, HVAC, specialty trades. Crews see their jobs, the office sees the money, the customer gets updates without calling.
Accounting and tax firms
Seasonal volume without seasonal hires. Automatic chasers for missing documents, one view of every return and where it's stuck.
Retail, wholesale and service businesses
Custom orders, distributors, showrooms, repair shops. Orders, stock and customer conversations in one place instead of three.
One plan. Priced below one payroll hire.
A one-time launch fee covers the build. The subscription starts low while we prove it, then settles at the standard rate.
- Up to 10 team users and 5 business phone lines
- AI front desk, agreements and e-signature, deposits and installments, job tracking, inbox, website and lead capture, reports
- Your own private instance, hosted in the US, exportable anytime
- An assigned engineer for ongoing changes, US-hours support
- 12-month agreement, renews monthly after
Usage-based costs (call minutes, messaging, payment processing) pass through at cost.
For firms with more people, more locations or more volume.
- Up to 25 users and 15 lines
- Multiple offices or brands on one system
- Higher AI front desk volume
- Integrations with your accounting or industry software
Same launch fee and launch rate.
Yours. Private. Portable.
One instance per client
Your system runs in its own environment on Google Cloud in the US. No client shares a database with another.
Export anytime
Every record, document and conversation can be exported in standard formats. If you leave, you take everything.
Every action attributed
Who changed what, and when, is recorded on every record. Useful for compliance, and for knowing what happened while you were out.
What people ask first.
Does this replace my accounting software?
How do we get our existing data in?
What does the AI front desk actually do?
Who supports us after launch?
What if we want to leave?
Why is the first 90 days cheaper?
Bring your messiest process. We'll show you it running.
Thirty minutes. We'll walk through how a client moves through your business today and show you the same thing running on a system built for it.
Prefer email? Write to us and we'll reply within one business day.