Templates
Automation templates you can deploy this week.
Automations you can deploy on the tools your firm already runs. Every one is scope-honest — it tells you where it works, where it breaks, and which compliance track it falls under.
Built on what your firm already runs — n8n, Zapier, Make, Claude, Google Workspace, or your practice-management tool. Every template is reviewed against ABA Opinion 512.
No templates match those filters.
Try removing a filter — or take the free assessment and we’ll tell you which workflow to automate first.
What we're building next.
These are scoped and queued. Tell us which one your firm needs and we'll build it next — and email you when it lands.
Coming to the catalog
We’ll email you once, the day it goes live. No sequence, no pitch.
Not sure which one to deploy first?
Take the free Practice Operations Assessment. Takes 5 minutes and tells you which workflow is worth automating first in your specific practice.
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