Done-for-you workflow automation

Your team should close deals,
not file paperwork.

FlowForge builds and runs AI-powered automations for professional services firms — accounting, legal, insurance brokerages, specialty manufacturers. We handle everything: discovery, build, deploy, and ongoing tuning. Your team just sees the results.

30–50% Admin time eliminated
60 days To first measurable result
90 days To full payback
Built on proven tools. No custom AI required.

What we automate

Every workflow that slows you down

Intake triage

Auto-classify incoming emails and documents. Extract key fields, draft first replies, route to the right queue — without your staff touching it.

Proposal & quote drafting

Turn CRM opportunities into first-draft proposals with pricing pulled directly from your sheet or ERP. Ready for human review in minutes.

AP / AR assist

Parse invoices, match to POs, draft vendor and customer emails, update your accounting system automatically. Monday morning gets lighter.

SOP knowledge bot

Private Q&A over your internal docs. New hires onboard themselves. Senior staff stop answering the same question for the fifth time.

Meeting to action

Call ends. Summary lands in your CRM. Tasks go to Asana. Notes are searchable. Your pipeline never goes stale again.

How it works

Three steps from chaos to automation

01

Discovery call

We map your highest-friction workflows. You tell us where the pain is — we find the automation opportunities your team actually cares about.

02

4–6 week build sprint

We build, test, and deploy your first automation. Your team gets trained. You start seeing time come back before the sprint ends.

03

Retain & optimize

We monitor, tune, and expand. New workflows get added. The system gets smarter. Your team focuses on billable work, not admin overhead.

Investment

Straightforward pricing. Measurable return.

Implementation sprint

$6k–$12k

per engagement

  • Discovery & workflow mapping
  • Build & deploy first automation
  • Team training & handoff
  • 4–6 week timeline

Ongoing retainer

$1.5k–$3k

per month

  • Monitoring & error handling
  • Prompt & agent tuning
  • Small enhancements as needed
  • Dedicated point of contact

Most firms reach full payback within 90 days of their first sprint. No long-term contracts required.

Your competitors are still doing this manually.

Every hour your team spends on data entry is an hour they're not serving clients, closing deals, or growing the firm. We fix that — permanently, measurable, without disrupting your operations.