Three minutes, twelve questions

Your automation roadmap.

Answer honestly and this page builds you a ranked, costed roadmap of where automation would help your firm most. No sales call. The math runs right here in your browser, and we email you a copy to keep.

Your firm

So the roadmap speaks your language.

If you don't bill hourly, use revenue ÷ team hours$160

Where the hours go

Rough is fine. Hours per week across the whole firm, on each of these.

Your systems

Tap everything you use. This shapes what we'd build with.

Xero / MYOB Excel / Google Sheets (heavily) Microsoft 365 / Google Workspace Practice / job management software A CRM Something else Honestly, not sure

The squeeze

What's the biggest thing holding the firm back right now?

Not enough hours in the day Cashflow and slow payers Drowning in admin Keeping clients informed Winning new work Something else

Anything else we should know? optional

Other pressures, what you have already tried, or anything that helps us read your firm right. The more you tell us, the sharper your audit.

Where to send it

Your roadmap shows here instantly, and we email you a copy to keep.

We email your roadmap and may follow up once to ask if you'd like the exact version. No list, no spam, never shared. Privacy.

Builds instantly on this page. We email you a copy and flag it to Dan. One optional check-in, no list.

Your roadmap

Admin hours / week

Cost per year

Realistically reclaimable

How these numbers work: hours × your cost basis × 48 working weeks, scaled by how automatable each job typically is (our own conservative estimate, roughly 70–90% for rule-based admin, less for judgement-heavy tasks). They're deliberately conservative and deliberately generic. The audit replaces them with your firm's real numbers.

Want the exact version?

The free audit is the real thing: we map your actual workflows on a 30-minute call, then send you a short report and a fixed quote for the build that pays back fastest.