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Field-tested diagnostics, dollarized teardowns, and compliance-safe automation playbooks for law firms, CPA firms, real estate teams, healthcare practices, and agencies in the $1M–$20M band. Written by operators, reviewed by licensed experts, no hype.
Line-by-line teardown of a Clio-powered firm doing $4.2M in revenue: what the intake leak actually cost, why the Zapier chain was creating duplicate matters, and the three automations that recovered the money in 21 days.
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Dollarize the leak before you fix it. Teardowns, benchmarks, calculators.
When to build it yourself, when to hire, and when to kill the project.
Compliance-safe build paths, SOPs, change management, team adoption.
Valuation, exit readiness, owner extraction, turnover resilience.
A technical deep-dive for the engineers, ops leads, and CTO-types who want to know what's under the hood before signing off on a RunWell engagement.
The partner-time math that most firm owners are afraid to run. Plus the compliance-safe build path.
How to build a statute-of-limitations watchdog that flags every matter at 45, 30, 14, and 7 days out, without trusting one calendar.
The exact checklist we use to vet AI-automation vendors for regulated partners. Print, send, get clarity.
How to stay HIPAA/bar/AICPA compliant while responding in under 60 seconds. The full approval-gate workflow.
The billable-hour-adjusted formula: why standard ROI math understates the real return on ops automation by 40–60%.
Every automation, every failure, every dollar recovered, all inside Follow Up Boss, PropStream, and n8n. The raw 9-month build log.
Reading explains the problem. These help fix it.
10 questions. 3 minutes. A score out of 100 and your top 3 operational gaps. Free, no email gate to see your result.
Take the scorecard →Your full diagnostic. You get a complete report with your dollar-figure leak, 8–12 prioritized automation recommendations, ROI summary, and a 1-hour live walkthrough of the findings.
See what's inside →Monthly automation playbook, 50+ industry templates, and a founder Q&A video. Fix one thing at a time.
Join Runwell Bytes →Operational automation for professional firms that want the work to happen without the owner in the room.