What kind of business are you running?
Pick the closest one. You'll get the automation work that tends to fit it, and an honest note where I haven't written that catalog yet.
- Management, IT advisory, marketing, designConsultancies and agenciesBillable people doing unbillable coordination.
- Commercial, litigation, specialty practiceLaw firmsIntake and pre-bill cycles that take weeks, and trust accounting nobody can afford to get wrong.
- CPA, tax, audit, bookkeepingAccounting and tax firmsChasing client records for weeks, then re-keying them off PDFs under a deadline.
- Civil, structural, MEP, environmental, architectsEngineering and architectureField notes retyped into reports, and sub-consultant bills that sit for weeks.
- HVAC, electrical, plumbing, specialty contractorsConstruction and tradesPaperwork that travels back from the field by hand, and subs whose insurance nobody tracked.
- Contract, custom, discrete, machine shopsManufacturing and job shopsQuotes that take days because somebody has to read the drawing first.
- 3PLs, brokerages, regional carriersLogistics and freightLoad details typed twice, and delivery paperwork chased before anyone can invoice.
- Industrial suppliers, wholesalers, B2B resellersWholesale and distributionOrders arriving in five formats, all of them typed in by a person.
- MSPs, VARs, technology servicesIT service providersYou sort this out for everyone else. Your own back office still runs on spreadsheets.
- Independent agencies, brokers, MGAsInsurance agenciesThe same client details typed into the same forms, across a dozen carrier sites.
- RIAs, advisors, mortgage brokeragesWealth and lendingDocument chasing under a regulator’s eye, and reconciliation every single morning.
- Practices, clinics, allied healthMedical and dentalIntake and verification done by hand, per patient.
- Brokerages, property management, titleReal estateTransaction coordination held together by inboxes.
- Any small business with a back officeSomething elseThe loops are more alike than different. Describe yours and I’ll say whether a build fits.
Next step
Or just describe it
Naming the category is optional. The work that feels pointless is enough to start — and the first conversation is free.