Automation for professional services firms.
Agencies, consultancies, clinics, and law and accounting firms. The people you bill for should not be spending their week on intake, chasing and copy-paste.
Most of our work is with churches. We take on a small number of firms, usually through a referral, and a person approves anything that reaches a client. Firm work is quoted after a call rather than priced on this page.
Workflows we build for firms
Each one fits inside a two-week sprint. Pick the one that costs you the most hours.
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WhenA new lead fills in your form or emails in
ThenIt lands in the CRM, a reply is drafted for approval, and the owner gets a task with a date.
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WhenA client signs
ThenFolders are created, the welcome email and intake form go out, and kickoff tasks are assigned.
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WhenYou need documents from a client
ThenRequests and reminders go out on a schedule, and files are named and filed as they arrive.
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WhenAn appointment is booked or missed
ThenReminders go out beforehand, and a rescheduling message is drafted after a no-show.
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WhenThe week ends
ThenClient status reports are drafted from your project tools, ready for review on Monday.
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WhenAn invoice is overdue
ThenA polite reminder is drafted in your voice and waits for someone to approve it.
How we work with firms
We take on firms by referral and by introduction, and we only say yes when the fit is clear. Our systems in production today run inside our own company and inside a church. We do not yet have a professional services firm to name, and we will not pretend otherwise.
The patterns are the same ones a firm needs: intake, follow-up, document handling, approvals and reporting. What changes is the vocabulary and the stakes, and we scope for both.
Founding rates are open to our first three clients, in exchange for a published case study.
What you can hold us to.
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Nothing reaches a client unapproved
Drafted replies, reminders and reports wait in a queue for the person whose name is on them.
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A firm price and a date
A sprint is one workflow in two weeks at a fixed price. You know the cost before we start.
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Your tools, your accounts
We build on the CRM, inbox and calendar you already pay for. The workflows and their documentation belong to you.
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The person who scopes it builds it
David Horton scopes every engagement himself. There is no account manager between you and the work.
Confidential and regulated work
We scope around your obligations, and say what we will not touch.
Law, accounting and clinical work carry duties of confidentiality, and some carry regulation such as HIPAA. Altura Systems holds no compliance certifications, and we do not claim any.
In practice that means automations stay inside tools you already trust with that data, sensitive fields stay out of AI prompts, and anything we cannot do safely is named on the first call.
Where a firm usually starts
- Base campAutomation sprintLead intake to CRM to follow-up is the most common first workflow for a firm.
- RidgeAI assistant setupAn internal assistant on your procedures and templates, so new staff stop interrupting senior ones.
- SummitAI operations teamWhen intake, onboarding, reporting and chasing all need doing every week, by several people.
Sent here by someone?
Tell us who referred you and the process your senior people resent doing. On a 20-minute call we will say whether a sprint can take it off them.