Professional practices — Reach.
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Accounting · law · consulting

Your intake should not cost a partner their morning.

For practices of three to thirty people. Faster intake, engagement letters out the same day, and follow-up your clients read as attentive rather than automated.

Real practice photo — once a client consents Full-bleed — real client work only, never stock

What we see in practices

Three leaks, in your language.

Typical figures for a business your size. The Roadmap replaces them with yours.

New enquiries wait two days for a reply

−$34,000/yr

We install: enquiries answered in minutes with a qualification form and a calendar link, so the first partner contact is a booked call rather than phone tag.

Proposals and engagement letters sit unsigned

−$26,000/yr

We install: engagement letters generated from the intake answers, sent same-day, chased on a schedule and e-signed. You see only the ones that stall.

Partners lose six hours a week to admin

−312 hrs/yr

We install: onboarding, document requests and deadline reminders run themselves. Partners handle exceptions, not checklists.

Built specifically for practices

Intake that qualifies before you call. Entity type, scope and timeline captured up front, so a partner walks in already knowing whether it is a fit.

Document chasing without nagging. Missing-document reminders on a schedule, in your firm’s tone. Season becomes survivable.

Deadline and renewal calendars. Filing dates, renewals and review meetings tracked and prompted per client.

Confidentiality handled properly. Client records stay in accounts you own. Nothing trains any model — see our data-handling page.

The signature build for practices

Intake answers become the engagement letter.

What the client fills in, Tuesday 9:12pm

Entity — S-corp, 2 owners Need — Year-end + quarterly Books — QuickBooks, behind Deadline — March 15

What goes out Wednesday 8:04am

Engagement letter · draft

Scope: year-end return and quarterly filings for an S-corp with two shareholders. Bookkeeping cleanup for the prior two quarters priced separately.

Fee: fixed, per the schedule attached. Deadline noted: 15 March.

Awaiting e-signature

A partner reviews it for ninety seconds and sends. Nobody retyped anything.

“[Quote from a managing partner — ideally about hours returned, not technology.]”

Client quote slot — real name and firm, once they consent

Want these numbers for your own business?