What working with us feels like
Two journeys, from the week you notice the problem to the day you recommend us. Pick the owner closest to you, then move along the line.
Allied health or NDIS practice owner
Runs a physiotherapy, occupational therapy, speech or NDIS support practice of 1 to 50 staff. Wants to spend less of the week on intake, rostering, notes and claims admin, and to know client information is safe.
This journey turns on trust with client information. The mini-audit and the first monthly report are where it’s won or lost.
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Notice the problem
- You’re doing
- Finishing notes and claims after hours. Missing enquiries while you’re treating.
- You’re thinking
- Is there a safe way to use AI with client information?
- What gets in the way
- Losing evenings to admin, and hearing stories of AI privacy failures.
- What we do
- Nothing yet. This is the week you’re living now.
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Look for help
- You’re doing
- Searching for practice admin help, asking peers, scanning LinkedIn.
- You’re thinking
- Who understands health privacy and can actually build this?
- What gets in the way
- Finding generic agencies with no health focus.
- What we do
- We publish our prices and explain our governance approach in plain words, so you can judge us before you call.
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Fit call and mini-audit
- You’re doing
- Booking a fit call, then walking us through your intake workflow on screen.
- You’re thinking
- Will this be worth a day of my time?
- What gets in the way
- Explaining your practice software all over again.
- What we do
- We collect the basics before the call, time each step and ask about the data involved. Your report shows hours measured on your own workflow and flags any data risks.
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Proposal and decision
- You’re doing
- Reading the fixed price, the acceptance criteria and the payback commitment.
- You’re thinking
- What if it doesn’t work, or breaches privacy?
- What gets in the way
- Fearing cost overruns and data risk.
- What we do
- We name the data controls in the proposal and explain the 90-day remedy in plain words. The baseline and target are written down before you sign.
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Build and go-live
- You’re doing
- Granting access and joining the staff handover session.
- You’re thinking
- Will my staff actually use it?
- What gets in the way
- Disrupting clinic hours.
- What we do
- We build and test outside clinic hours, send a weekly progress note and leave your staff a one-page guide.
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Monthly service and results
- You’re doing
- Reading the monthly report. Updating your privacy policy with your lawyer.
- You’re thinking
- Is this really saving us time?
- What gets in the way
- Doubting the value when a report is vague.
- What we do
- We report hours against your baseline in one line, keep your AI register and policy current, and suggest the next workflow.
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Recommend
- You’re doing
- Mentioning us to peers and at association events.
- You’re thinking
- Who else should hear about this?
- What gets in the way
- Having no easy way to refer.
- What we do
- We give you a short note you can pass on, and invite you to tell your story as a named case study.
Accounting firm principal
Runs an accounting or bookkeeping practice of 1 to 50 staff. Wants to clear the repeat work in busy periods without hiring, and to stay in control of how the firm uses client data.
This journey turns on proof and price. The proposal is where we’re compared with cheaper one-off builds.
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Notice the problem
- You’re doing
- Working busy-season overtime. Noticing staff using public AI tools with client data.
- You’re thinking
- Are we exposed by how staff use AI already?
- What gets in the way
- Repeating data entry, and staff AI use nobody manages.
- What we do
- Nothing yet. This is the season you’re living now.
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Look for help
- You’re doing
- Trying features in your practice software, asking your software partner, searching.
- You’re thinking
- Do we need a consultant, or just better settings?
- What gets in the way
- Finding that built-in features don’t connect to each other.
- What we do
- We show the difference between built-in features and connected workflows, and we publish our price ranges.
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Fit call and mini-audit
- You’re doing
- Choosing a workflow such as client onboarding or document chasing.
- You’re thinking
- Can they show real hours saved?
- What gets in the way
- Not knowing the price in advance.
- What we do
- Your report gives a fixed price and a monthly hours estimate, measured on your own workflow.
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Proposal and decision
- You’re doing
- Comparing our proposal with a cheaper one-off quote.
- You’re thinking
- Why pay more than a one-off build?
- What gets in the way
- Weighing a lower quote that stops at the build.
- What we do
- We show what the monthly service adds: running, monitoring, governance and reporting, plus the payback commitment.
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Build and go-live
- You’re doing
- Scheduling the work around lodgement deadlines.
- You’re thinking
- Will this fail during our busiest weeks?
- What gets in the way
- A go-live date that clashes with a deadline.
- What we do
- We go live outside your peak periods and document a manual fallback.
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Monthly service and results
- You’re doing
- Reading the monthly report. Keeping the AI register current.
- You’re thinking
- Is our client data handled properly?
- What gets in the way
- Partners not seeing the governance work.
- What we do
- We write a quarterly risk summary for your partners, alongside the monthly hours report.
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Recommend
- You’re doing
- Referring us to your own small-business clients.
- You’re thinking
- Could my clients use this too?
- What gets in the way
- Having no simple way to introduce us.
- What we do
- We make introductions simple, with a short note you can pass on.
These are our working maps, drawn from market research and not yet from client interviews. We’ll update them as our pilot clients tell us what really happened.
The whole path on one page
Eight steps in a loop, and three moments that decide whether you stay and recommend us. Move along the line, or pick a step.
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Step 1 of 8
Discover
You find us through a search, a referral or a message from us.
You get: Our prices and our approach, before you ever call.
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Step 2 of 8
Fit call
A 20-minute video call to confirm your sector, the workflow and who decides.
You get: A mini-audit booking, or an honest “not yet”.
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Step 3 of 8
Mini-audit report
We go through one workflow on screen, time each step and ask about the data.
You get: A report with hours, a recommendation, data flags and a fixed price.
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Step 4 of 8
Proposal
We explain the acceptance criteria and the payback commitment, and record your baseline and target.
You get: A signed proposal with written acceptance criteria.
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Step 5 of 8
Build and go-live
We build, test and apply the data controls, then train your staff.
You get: A weekly progress note, a staff guide and an AI register entry.
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Step 6 of 8
90-day review
We compare the results with the target you agreed in writing.
You get: Your 90-day result, in numbers.
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Step 7 of 8
Monthly service
We monitor, fix, and keep your register and policy current.
You get: A monthly report of the hours saved.
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Step 8 of 8
Recommend
You tell a peer, and the loop starts again for them.
You get: A short note you can pass on.
Referrals bring the next firm back to step 1.
What happens behind each step
Every step has a defined piece of work on our side and something you can hold at the end of it.
Swipe sideways to see the whole table.
| Step | What you do | What we do | What you get |
|---|---|---|---|
| Enquiry | Email, chat or call us. | Answer, ask a few questions about your firm and offer a fit call. | A booking confirmation. |
| Fit call | Join a 20-minute video call. | Confirm your sector, the workflow and who decides. | A mini-audit booking, or an honest “not yet”. |
| Mini-audit | Walk through one workflow on screen. | Time each step and ask about the data involved. | A report with hours, a recommendation, data flags and a fixed price. |
| Proposal | Review and sign. | Explain the acceptance criteria and the payback commitment. Record your baseline and target. | A signed proposal with written acceptance criteria. |
| Build | Grant access and answer questions. | Build, test and apply the data controls. | A weekly progress note. |
| Go-live and handover | Your staff join the handover session. | Train your staff, add the automation to your AI register and switch on monitoring. | A staff guide and a register entry. |
| 90-day review | Meet to review the results. | Compare the results with your target. | Your 90-day result, and a refund or credit if one is due. |
| Monthly service | Read the monthly report and newsletter. | Monitor, fix, and keep your register and policy current. Review risk each quarter. | A monthly report and current governance documents. |