Monthly
Keep your practice automations tuned as your firm grows
As your firm evolves, so should your automations. A Retainer keeps your practice management, billing, and client communication systems optimized and expanding with your firm.
What this looks like
What we build
Maintaining billing and time tracking integrations as tools update
Optimizing client communication sequences for engagement
Building new automations for emerging practice areas
Quarterly reviews of automation ROI and opportunities
Results
What you can expect
Billing and operational systems always current and reliable
Client satisfaction improving through better automated communication
New practice areas supported quickly with proven automation patterns
Clear ROI tracking on all automation investments
The engagement
What the engagement looks like
Timeline
Monthly
Support included
Continuous
What's included
- Custom build
- Full documentation
- Team training
- Integration with your tools
Ready to automate?
Let's talk about Automation Retainer for Professional Services.