Free, no email required
What is the manual work actually costing you?
Not the software. The hours in the gaps between it: the intake retyped into a second tool, the referral chased from memory, the report assembled by hand every month.
Three numbers, your own figures. Nothing is sent anywhere and there is no email gate.
Anyone retyping intake, chasing referrals, or assembling reports by hand.
Just the glue between systems. Not their actual work.
Salary plus employment costs, divided by hours. A rough figure is fine.
Your figures
a year, spent on the glue between your systems
Calculated as people × hours × 46 working weeks × your hourly cost. That is the cost of the current state, and it is the only number on this page. There is deliberately no savings estimate here, because any figure I put on it before looking at your actual workflow would be a guess dressed as a result.
The number is the easy part. Which hours are safe to remove is not.
Some of that time is genuinely mechanical and can go. Some of it is judgment that happens to look mechanical, and automating it is how a regulated practice gets into trouble. Telling those apart is what the Workflow Audit does.
Two weeks, $2,500, and a written report that marks each step as safe to automate, needs a human checkpoint, or should stay manual. If you go on to a build within ninety days, the fee comes off the build price. If the answer is that you do not need automation, the report says that instead.