Pick the change from your roadmap that matters most and I build it with you: set up, tested on your real work, and handed over with simple notes.
Usually the top item from your assessment roadmap. The assessment isn't required: if you already know the change you want, we can scope it on a call.
We agree what the workflow does, what it touches, and what done looks like. Scoped and priced up front.
I build it with you, on tools you already have wherever that works.
We run it on your real work. You approve outputs before anything is sent.
Short, plain notes so your team can run it without me.
Every firm is different, so these are starting points, not a menu.
Reminders that go out on schedule and track what's still missing.
Notes from a client meeting turned into a draft follow-up for you to check.
A new enquiry or intake form turned into a short drafted summary for your file.
Incoming email sorted and flagged so the urgent things surface first.
One workflow at a time, kept simple.
Built on proven tools and handed over with notes.
You approve outputs before anything goes to a client.
Each build is scoped and priced up front, after we've talked. If you go on to have me build the change, the assessment fee comes off the price of that work.
Not a big system. The roadmap is built from proven tools you can start on right away. If you want a change built, I do one workflow at a time, scoped and priced up front, kept simple and handed over with notes, so there is nothing fragile for you to maintain.
I don't need access to your systems. On the call you talk me through how you work; nothing gets connected, and if you share your screen I'm noting the shape of your workflows, not copying records. For each tool, the roadmap notes where data is stored, what the vendor's privacy terms say, and whether your regulator's guidance suggests getting a written agreement first. I'm not a lawyer, so for privileged or health information I point you to what to check rather than give legal advice. Happy to sign an NDA before we talk.
Book a 15 min. call and we'll work out whether it's a fit. Prefer email? Reach out any time at info@northlightai.ca.