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Connect your systems

Your systems, finally talking to each other

We connect the systems you already use so information is entered once and flows where it needs to go. No new software to learn. The busywork between your tools just stops.

Book an AI workflow audit See examples for your firm
Typed oncethen it moves on its own
Your toolsno new software to learn
$2,000–$3,500typical first project
A laptop on a long desk by tall windows and potted palms
The work between your tools, done for you.We build on the systems you already pay for.

How a connection works

An example of one signed form moving through your systems without anyone copying it.

Example workflow · connected systems

A signed form, filed and billed

Before, someone copied the same details into three different systems.

  1. Form signed (Your systems)
  2. Opens the matter (AI does it)
  3. Sets up billing (AI does it)
  4. Adds reminders (AI does it)
  5. Staff spot-checks (Your team checks)
  6. Entered onceand up to date everywhere
  • AI does it
  • Your team checks
  • Your systems
More examples for your field

What you get

Less copy and paste, and fewer errors.

  • Typed once

    Information moves between systems on its own.

  • Fewer mistakes

    No more copying the wrong number into the wrong box.

  • Nothing forgotten

    Reminders and next steps fire on time, every time.

  • Built on what you have

    We use the tools you already pay for wherever we can.

Tools we connect with

We pick the tool that fits your setup. Names and logos belong to their owners.

  • n8n
  • Windmill
  • Power Automate
  • Zapier
  • Make
  • Microsoft 365
  • Google Workspace
  • QuickBooks

How we build yours

Small, tested connections first. Each one is checked on your real data.

Find the copy and paste

We list where people move the same information between systems.

Choose the right tool

n8n, Power Automate, Zapier or custom code, whichever fits your setup.

Build and test

We build the connection and test it on real data with your team.

Watch it run

Alerts tell us if anything breaks, so it gets fixed before you notice.

What it looks like in your field

Each of these is an example workflow: something we know how to build, with no numbers until your audit measures them.

  • Insurance claims

    Email to claim file

    BeforeStaff save attachments from email into each claim file.
    With AIAttachments are saved to the right file and logged.
    More for claims

  • Law firms

    Signed retainer to billing

    BeforeSomeone sets up billing after every signed retainer.
    With AIA signed retainer opens the matter and sets up billing on its own.
    More for law firms

  • Accounting firms

    Uploads to client folders

    BeforeStaff rename and move every client upload.
    With AIUploads are renamed and filed into the right client folder.
    More for accounting

  • Medical offices

    Calendar to reminders

    BeforeStaff call patients the day before visits.
    With AIBooked appointments send reminder texts on their own.
    More for medical offices

Where does your team copy and paste the most?

The audit finds it, prices each connection, and tells you what to leave alone. From $500.

Book an AI workflow audit

Not ready? Get the free “Is your firm ready for AI?” checklist

Getting started

Every project starts with a paid audit, so you know exactly what you're buying before you buy it.

What you'll need

  • Logins or admin access to the systems involved
  • A person who knows how the work moves today
  • A list of the tasks people find most repetitive

Tools we often use: n8n, Windmill, Microsoft Power Automate, Zapier and direct APIs.

Price and timing

  • Start withAI workflow audit, $500–$1,500
  • Typical first project$2,000–$3,500
  • After launch10% of your build cost per month, $500 minimum

Larger projects are quoted in your audit plan, often up to about $5,000. If your first project is $2,000 or more, your audit fee comes off the build price.

Price your audit

Straight answers

Something else on your mind? Call (305) 807-7015.

What's the difference between automation and AI?

Automation moves information by fixed rules. AI handles the parts that need reading or judgment. Most of our projects use both.

Do we have to switch software?

No. We work with the systems you already use whenever we can.

What if one of our tools changes?

With ongoing support, we watch every connection and fix it when a tool changes.

Which automation tools do you use?

Mostly n8n, Windmill, Microsoft Power Automate and Zapier, plus custom code when a tool doesn't fit.

Find out where AI fits in your firm

Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.

Not sure yet?

Book a free 20-minute call

Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.

Book a free call

Ready?

Book your AI workflow audit, from $500

1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.

Book your audit

Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.

Not ready yet? Get the free “Is your firm ready for AI?” checklist

A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.

One email with the checklist. No newsletter unless you ask for it. See our privacy policy.

Book a free 20-minute call