Sector 01
Legal practices
Australian law firms providing legal services to clients, regulated by state Law Societies.
For Your Industry · Australia-wide, based in Melbourne
For other Australian SMBs.
Not every Australian SMB runs a brokerage, agency, or accounting firm. The three above are where our domain literacy is deepest, but the engagement model is industry-agnostic. If you have a workflow problem, a compliance environment, and a brief to describe them, we can often help. The Workflow Audit is where we find out.
Three core industries is not an exclusive club. The methodology travels. The domain literacy is built at the Audit. Every engagement, whatever the sector, follows the same shape: Audit, fixed-price proposal, Build, handover, then an optional monthly Support plan. What varies is how much time we spend at the Audit learning your sector specifics.
Example sectors
Six sectors. Non-exhaustive.
A list of Australian SMB sectors where the engagement model maps cleanly. Your sector may not be on it. That does not disqualify you. The Audit is where we confirm.
Sector 02
Financial advisors and planners
Licensed AFSL holders or authorised representatives providing personal financial advice, regulated by ASIC.
Sector 03
Insurance brokerages
Intermediaries placing insurance cover across multiple insurers on behalf of clients, regulated by ASIC.
Sector 04
Allied health practices
Registered providers of physiotherapy, psychology, occupational therapy, podiatry, and similar AHPRA-regulated services.
Sector 05
Consulting and advisory SMBs
Boutique professional-services firms delivering project or retainer-based advisory work.
Sector 06
Trades businesses
Australian SMBs in electrical, plumbing, building, gas, HVAC, and similar trades, with on-site work and compliance certification.
Pain points that travel
Same pains. Different sectors.
Five pains recur across the sectors above. The methodology travels even when the domain does not. Each row tags the sectors where the pattern shows up most.
01
Onboarding that takes more touchpoints than the engagement is worth.
Form to portal to CRM to compliance record to first task. Every handoff a place the work stalls. We collapse the chain into one continuous flow.
LegalAllied healthConsulting
02
Documents that need a human just to be read.
Inbound PDFs, scans, photos, forms. Unread until someone has time. Time nobody has. We extract structured data; a human approves where it matters before it lands.
InsuranceFinancial advisorsLegal
03
Billing and reconciliation that lives in spreadsheets.
Invoice generation, payment matching, statement assembly, exception flagging. The numbers reconcile only after someone spends a day on it. We pipeline the lot.
ConsultingAllied healthTrades
04
Reporting that starts as an action item and ends as a slide deck.
Data lives in five tools. The report exists only after someone spends a day stitching it. We build the pipeline so the action is the data, not the deck.
Financial advisorsInsuranceConsulting
05
Compliance records assembled the week of the audit.
What the regulator wants is real, recurring, and documented somewhere. Just not in one place. We capture, retain, and produce on request, throughout the year.
LegalFinancial advisorsAllied health
Tools we work inside
The common Australian SMB stack.
Orchestration
Zapier
Make
Power Automate
Finance and bookkeeping
Xero
MYOB
Hubdoc
CRM
HubSpot
Pipedrive
Salesforce
Productivity
Microsoft 365
Google Workspace
Documents and storage
SharePoint
Google Drive
Notion
AI APIs
OpenAI
Anthropic
Google
If your stack is not on this list, raise it at the scoping call. We will tell you honestly whether we have touched it, can scope it cleanly at the Audit, or need to point you elsewhere.
Pricing at a glance
What engagements cost.
Workflow Audit
$1,500 fixed
Two weeks. Credited against first Build within 30 days.
Automation Build
Starting from $8,000
One to three workflows, fixed-price from the Audit.
AI-Assisted Operations
Starting from $8,000
Bespoke AI modules and agents scoped at the Audit.
Orchestration retrofit
Starting from $4,000
Standalone for existing automations. Included in every Build by default.
Support plan (optional)
From $850 / month
Optional monthly plan post-handover.
Only the Workflow Audit is fixed-priced. Build, AI, retrofit, and plan figures are indicative starting prices that can shift for unfamiliar platforms or sector-specific compliance. Your specific pricing is fixed at the end of the Audit.
Common questions
What other-sector SMBs ask most.
We are not in mortgage, real estate, or accounting. Can you still help?
Yes. The three above are our core industries because that is where our domain literacy is deepest, but the engagement model is industry-agnostic. Adjacent AU SMB sectors where this maps cleanly include legal practices, financial advisors and planners, insurance brokerages, allied health practices, consulting and advisory SMBs, and trades businesses. Your sector may not be on that list either. The Workflow Audit is where we confirm the workflow problem is one we can scope and that the compliance and tooling environment is one we can navigate. If it is not, we say so at the end of the Audit.
Do you need domain expertise in our sector to be useful?
Depends on the workflow. For document extraction, drafting with review, classification, and reconciliation, the structure of the work matters more than the domain. For anything that touches outputs specific to your sector, regulated or otherwise, we either build the domain depth we need at the Audit or decline honestly. Either outcome is a fair result from the Audit.
What if our platform is one you have not worked with before?
Tell us at the scoping call. We work inside the major orchestration layers (Zapier, Make, n8n, Power Automate) and common Australian SMB tools. For a platform we have not touched, the Audit includes the due diligence required to scope the work on it. If we cannot scope confidently, we tell you directly rather than guessing.
How do we know if we are a fit?
The scoping call. 30 minutes with a principal, free, no paperwork. We confirm, or not, that your workflow problem is in our shape and that the platform and compliance environment is one we can handle. If we are not the right practice, we say so directly at that call. The Audit does not begin until both sides are confident.
Will we be treated as second priority to your core industries?
No. Every engagement follows the same model and the same discipline: Audit, fixed-price proposal, Build, handover, then optional monthly Support plan. Named contact, same SLAs, same review surface. Where we will invest extra time is in any sector-specific compliance or platform learning we need to deliver defensibly.
Related industries
Keep exploring the other industries.
See all industries →Other industries
For Mortgage Brokers
BID-ready file notes. Aggregator CRM cleanup. Lender submission packs. Post-settlement admin.
Continue →Other industries
For Real Estate Firms
Listing launch workflows. OFI follow-up. Trust-account orchestration. AML-ready client onboarding.
Continue →Other industries
For Accounting Firms
Engagement letter to onboarding. BAS pipeline. EOFY workpapers. TASA-compliant disclosure.
Continue →Every engagement starts with the Audit.
Two weeks. $1,500 fixed. Credited against your first Build if you proceed. Whatever the industry.
Book the Audit →