New
Your Firm Runs on Busywork. It Doesn't Have To
Your team spends 15+ hours a week on admin that doesn't need a human.
We fix that.
What We Automate
A few of the things our clients never do manually anymore.
Admin & Operations
Appointment reminders via SMS and email. Invoice generation and payment follow-ups. Document collection and client onboarding forms. Internal task assignment and status updates. Data entry across spreadsheets and CRMs.
Sales & Outreach
Lead capture from website forms and ads. Automated quote follow-ups when prospects go quiet. Personalized cold email sequences at scale. CRM updates without lifting a finger. Weekly pipeline reports sent to your inbox.
Customer Experience
AI chatbots for FAQs and first-response support. Review and feedback request sequences. Booking confirmations and pre-visit instructions. Post-service check-ins and upsell triggers. Support ticket routing and escalation alerts.
Don't see your workflow here? That's fine, most of what we build is custom. Get in touch & tell us what's eating your time.
Our Services
Automate the Manual Work Your Team Does Every Day
Workflow Automation
Stop your team spending 6 hours a week on data entry
Client details, invoices, task updates. Your team copies the same information between tools every day. We build workflows that move data where it needs to go, automatically. No more spreadsheet wrangling.
Invoicing
Client Onboarding
Custom Projects
Get a system built around how your firm actually works
Off-the-shelf tools don't fit your process. We map your workflows, identify what's eating your team's time, and build custom automations that slot into your existing tools. Xero, Outlook, Notion, whatever you already use.
Workflow Mapping
Custom Build
Sales & Marketing
Follow up with every lead without lifting a finger
Quotes sitting in inboxes. Prospects going cold. Your team forgetting to chase. We automate your follow-ups, pipeline updates, and outreach sequences so nothing falls through the cracks and your pipeline stays warm.
Follow-ups
Pipeline Reports
Our Process
How it works. From first call to live automation in 4 weeks
We design, develop, and implement automation tools that help you work smarter, not harder.
If we have not delivered a validated automation plan and a working prototype by the end of week 2, you do not pay for the build.
Week 1
We map your workflows
We audit every manual touchpoint in your client intake. You get a prioritized automation roadmap showing estimated hours saved per process.
Analyzing current workflow..
System check
Process check
Speed check
Manual work
Repetitive task
Week 2
Automation Development
We build your top-priority automation in a sandbox using custom integrations. You see it working with your real data before anything goes live.
Week 3
We deploy live and train your team
We connect the automation to your live systems, run it alongside your team for a week, and train everyone on how it works. If something breaks, we fix it.
Operant
Your stack
Week 4
We monitor and improve
Every automation includes 30 days of monitoring. We track errors, tune performance, and flag new automation opportunities.
Client Onboarding Flow
Efficiency up 40%
Workflow system
Update available..
Invoice Reminder
98% delivery rate
Automations Built for Firms Like Yours
The workflows we build most, and the results they're built to deliver.
Medical practice: cutting no-shows Missed appointments cost a busy practice thousands every year. We build an automated reminder sequence across SMS and email, triggered 48 hours and 2 hours before each visit, with one-tap confirm or reschedule, and route repeat prescription requests to a form instead of the phone line. Built to cut no-shows by up to 60% and phone volume by a third. Typical setup: Starter · 3 automations · 3-week delivery
Sales teams: no more stalled quotes When every inquiry lands in one shared inbox, quotes sit for days. We route inquiries by product line, trigger a follow-up on any quote with no reply after 48 hours, and send the owner a pipeline summary every Monday morning. Built so no quote ever goes cold unnoticed. Typical setup: Core · 5 automations · 4-week delivery
Accounting firms: onboarding without chasing Onboarding a new client shouldn't take six emails and a phone call. One intake form triggers the engagement letter, a document checklist with automatic reminders, a notification to the assigned accountant and the new client workspace. Built to onboard every client without a single manual chase. Typical setup: Starter · 3 automations · 2-week delivery
Recruitment agencies: less copy and paste Consultants lose hours copying candidate details between LinkedIn, the ATS and spreadsheets. We capture candidate data straight into the ATS, sync interview scheduling with calendars and generate the weekly client activity report automatically. Built to give each consultant back around 6 hours a week. Typical setup: Core · 5 automations · 4-week delivery
I spent 7+ years in enterprise cybersecurity at a leading global security company, building and managing automation systems for some of the most security-conscious organisations in the world.
I kept seeing the same thing: small firms doing incredible work for their clients, but drowning in manual admin that a well-built workflow could handle in minutes. Operant exists to bring that enterprise-grade automation to firms that don't have an IT department, without the enterprise price tag or the complexity.
Our team combines deep experience in cybersecurity, cloud infrastructure, and AI, so every automation we build is secure, reliable, and tested with real data before it ever touches your live systems.
Pricing
Built once. Maintained for good.
Fixed-scope builds, a monthly plan that keeps them running, and a quick paid audit so we both know the scope before anyone commits.
FAQs
We’ve Got the Answers You’re Looking For
Quick answers to your automation questions.
How can AI automation help my business?
Is AI automation difficult to integrate?
What industries can benefit from AI automation?
Do I need technical knowledge to use AI automation?
What kind of support do you offer?