Pick one process: new clients, new vendors, renewals, job paperwork. I count every step, cut what isn't needed, and set the rest up inside the software you already use. One fixed price: $1,000.
If your team chases the same documents and signatures, it fits. A few examples:
Insurance certificates, W-9s, and lien waivers before each job or payment.
Residential, commercial, or HOA: agreements, W-9s, and insurance for new owners and vendors.
Carrier setup: W-9, insurance, operating authority, and expiration dates.
Engagement letters, document requests, and signatures to open a new client.
HVAC, plumbing, roofing: a booked job to quote, approval, invoice, and payment.
Certifications, signed client contracts, and timecards for each placement.
An emailed quote request to an approved quote and order, entered once.
Renewal documents, signed applications, and certificates for clients.
New accounts: credit application, W-9, resale certificate, and signed terms.
New buildings: service agreement, insurance certificate, and inspection schedule.
What changes: one welcome packet and one e-sign session instead of five emails, reminders that stop once each item is in, and details entered once.
Illustrative example. Yours get counted in the free fit check.
| Per new client or vendor | Before | After |
|---|---|---|
| Steps | 22 | 12 |
| Emails your staff sends | 14 | 4 |
| Staff time | 180min | 70min |
| Days until they're set up | 9 | 4 |
You'll work with me from the first call to the handoff. I work remotely with businesses anywhere in the US and take one client at a time, so you get my full attention.
Every project starts with pass/fail tests you approve before you pay.
Cameron Kratky, SEAK Solutions
Seven business days, three stages, and about 2 hours of your team's time. You approve each change before it goes live.
20 minutes on your software plan and a few recent cases. Then a written scope: the process, one target number, and the pass/fail tests. Any software upgrade is your call before you pay.
I confirm the count from up to 10 of your recent cases. You approve the design.
I set it up in your software and test it: normal, incomplete, duplicate, and failure cases.
I walk your team through it. We run the tests together, you get written instructions, and my access is closed.
When the clock starts: once the scope is signed, the $500 start payment clears, and access is set up. The target number is measured on your next live cases, not on test runs.
Illustrative estimate: 10 new clients or vendors a month × 110 staff minutes saved ≈ 18 hours of staff time a month, worth about $458 at $25 an hour. On those numbers, the $1,000 equals about 2.2 months of that time.
I redo this with your numbers before you pay, and tell you if your volume is too low.
$1,000
Fixed, not hourly.
Not ready to buy? Try a free 5-day tally: your team ticks off each request as it comes in (counts only, no names), and I turn it into a savings estimate.
Probably, if your office repeats a paperwork process every week: client intake, collecting documents, signed approvals, follow-ups.
QuickBooks, AppFolio, Buildium, Google Workspace, Microsoft 365, your e-sign tool, or whatever you use: I check your plan, user roles, and features in the free fit check. I won't promise a connection I haven't checked.
Yes. An AI coding assistant helps me build, and I review and test its output before delivery. Here's how I protect your data: you give me a named user with least-privilege access and multi-factor authentication (MFA) where your software supports it, and I never ask for or hold your passwords. I develop and test on synthetic data first. Your live records are never sent to an AI model without your written OK, and never used for model training. At the end of the project, my access and API tokens are revoked, and your data is returned or deleted within 30 days of the fix window closing.
The setup collects the documents, flags what's missing or expired, and sends exceptions to your reviewer. I don't certify insurance, tax, or license status.
Tell me the process, your software, and how often it comes up. I'll reply to book the free fit check.
Other work: website rebuilds, marketing materials, social media pages like Facebook and Instagram, and more. Inquire about what fits your needs.