What happens in a working session

A walk through the first meeting, from watching real cases to leaving with written notes and a shortlist of what to build first.

Blog · 1 min read · November 2026

Before the session

We ask you to pick one workflow and invite the person who does it most. You do not need to prepare documents, since the real cases tell us more than any process chart.

The session takes about an hour and there is no charge. If your cases include confidential client information, we can work from closed matters or examples with names removed.

During the session

  1. We watch a few real examples from start to finish.
  2. We write down every handoff, tool and approval.
  3. We agree on the numbers you will check every month.
  4. We sketch how the workflow would run with AI handling the busywork.

What you leave with

You leave with written notes on the workflow and a shortlist of what we would build first, and you keep both whether or not we work together. If you decide to go ahead, the next step is a workflow map with a system map, an access list and a fixed quote.

Keep reading

All resources
Blog · 2 min read

The handoffs between your tools are where the hours go

Your team pays for good software, yet the hours disappear in the gaps between tools. Here is how to find those gaps and which ones to close first.

Guide · 2 min read

How to map one workflow before you automate it

Five steps to write down how a task really moves, who touches it and where approvals belong.

Bring us the handoff your team dreads

We’ll watch it with your team in a free working session of about an hour and leave you with written notes and a shortlist of what to build first.

Book a working session