Industries
Different industries. The same kinds of work.
The documents, deadlines and rules change from one industry to the next. The work around them is familiar: information arrives, someone files it, checks it, routes it or remembers what happens next. Choose your industry to see what that looks like for your team.
Construction
Keep bids, field paperwork and changes moving.
- Today
- Someone reads the entire bid package to find the bid date, bond requirement and job walk.
- Example workflows
- Bid package intake · Subcontractor quote coverage · Potential change events
A person decidesAutomation surfaces the requirements. Your estimator decides.
Real Estate
Keep every contract date, document and follow-up on track.
- Today
- Contingency and closing dates are copied from the contract into calendars by hand.
- Example workflows
- Executed contract to transaction timeline · New inquiry intake · Listing launch checklist
A person decidesAutomation handles the paperwork around the transaction. You handle the people.
Accounting & Finance
Payables, collections and close, with fewer loose ends.
- Today
- Invoices are retyped, matched to purchase orders by hand, and chased for approval.
- Example workflows
- Vendor invoice intake · Invoice approval routing · Collections follow-up
A person decidesHigher-consequence actions can require approval before they continue.
Bookkeeping
Close every client’s month without the chasing.
- Today
- Client receipts arrive by email and text and are matched one at a time.
- Example workflows
- Monthly document requests · Receipt capture and matching · One client question list
A person decidesAutomation does the matching. The bookkeeper reviews the exceptions.
Human Resources
HR paperwork that doesn’t depend on memory.
- Today
- Onboarding lives in someone's head and a checklist rebuilt for every hire.
- Example workflows
- New-hire checklist · Document collection and signatures · Policy acknowledgments
A person decidesAutomation handles the checklist. People decisions stay with people.
Appraisal
Keep every assignment organized, from order to revision.
- Today
- Order details are retyped, and data discrepancies surface late.
- Example workflows
- Order intake and acknowledgment · Due dates and inspection scheduling · Property data conflicts
A person decidesAutomation organizes the evidence. The appraiser makes the judgment.
Another industry
Don’t see your industry?
The same six workflow patterns show up in most businesses that handle documents, deadlines, approvals and follow-up. Discovery starts with how your work happens, whatever the industry.
Start a discovery
What is your business still doing manually?
Tell us about one process that takes too much of your team’s time. Michael personally reviews every discovery request.