Automation for legal and financial firms, built by someone who has done compliance.
Small firms carry the same compliance load as big ones, with a fraction of the staff. I build systems that take the admin off your team and leave a clean audit trail behind.
What I can build for you
Client onboarding without the chasing
Intake forms, document collection and verification steps tracked in one place.
Documents that draft themselves
Engagement letters, forms and reports generated from approved templates.
Deadlines and matters you can see
A live view of every file, deadline and next step.
For legal, financial and other regulated businesses. Audit logs, access controls, your choice of data location, POPIA/GDPR processing notes and retention settings.
- +$600 on a Starter build
- +$1,400 on a System build
- +$100 / month on any plan
Before building systems, I spent nearly three years in FICA/FAIS compliance, KYC and AML. I know what an auditor asks for.
I build systems, not legal or compliance advice. Your own advisers stay in charge of your obligations.
Tell me the task you keep doing by hand.
If it is repetitive, it can probably be built. I will tell you straight whether I can build it and what it would take.