Free Systems Review
Primary Solution

The Workflow Automation Build

One workflow. Automated start to finish. Delivered in 3 weeks. You own everything. Your team can maintain it.

$3,000-$5,000 3 weeks Fixed price You own everything

Three proven Build patterns

Conveyancing

Matter setup → PEXA → Xero → DocuSign → Client

  • Auto-create PEXA workspace from matter data
  • Generate Xero invoice + trust receipt
  • DocuSign engagement letter auto-sent
  • Client email + SMS notification
Before: 2-3 hours/matter→After: 90 seconds

Mortgage Broking

Fact find → BID doc → Submission pack → Xero

  • Digital fact find form with validation
  • BID compliance document auto-generated
  • Document checklist with auto-requests
  • Submission package PDF + Xero commission log
Before: 3+ hours/app→After: 5 minutes

Accounting

Client onboarding → BAS prep → Doc collection

  • Client onboarding portal with smart forms
  • BAS preparation workflow automation
  • Document collection with chase-up reminders
  • Xero integration for trust + invoicing
Before: Manual grind→After: Automated flow

Everything you get in a Build

1 workflow automated start to finish

Your highest-pain workflow, built and delivered. Not a demo — a working automation running on your systems.

PEXA / Xero / Cotality / DocuSign integration

Connected to the tools your team already uses. No new software to learn. No vendor lock-in.

Security hardening

Data residency, trust account safeguards, audit logging. Built for regulated industries.

Full documentation + recorded walkthroughs

Your team gets written docs and video walkthroughs. Anyone can understand how it works.

Team training session (2 hours)

Live training for your team. They learn to operate, maintain, and troubleshoot the automation.

You own everything

Everything I build is yours. No black boxes. No monthly fees. No lock-in.

The Guarantee

If it doesn't work, you don't pay.The Workflow Build has a hard guarantee: by the end of 3 weeks, you have a working automation running on your systems — or you get a full refund.

How a Build works

01

Free Systems Review

30-minute call. I map your workflow, identify the highest-pain automation target, and confirm the Build scope.

02

Week 1: Build Core

I build the core automation workflow. You see a working automation by end of week 1, not slide decks.

03

Week 2: Integrate

Connect to your PEXA/Xero/DocuSign. Test on your data. Security review and hardening.

04

Week 3: Go Live + Train

Set everything up live. Train your team. Hand over documentation and the automation files.

Ready to automate your highest-pain workflow?

Start with a free Systems Review. I'll diagnose your workflow and scope your Build — 30 minutes, no obligation.

Claim Your Free Systems Review

Limited to 5 sessions per month.