services + offerings
The Systems Snapshot
Best For: SMBs who know things are messy but don’t know where to start.
What It Includes:
- Deep-dive discovery session
- Review of contract lifecycle, workflow gaps, tools, and handoffs
- Audit of existing systems (Ironclad, Salesforce, Airtable, etc.)
- Strategic roadmap: what to fix, what to build, what to automate
- Action plan that we can work through together or implement yourself
Optimize Together (Done-With-You)
Best For: Companies with a small team who want expert guidance but stay involved in the build.
What It Includes:
- Weekly working sessions with you (strategy + implementation)
- Co-building Ironclad workflows, approval logic, or integrations
- Train your internal ops/legal team along the way
- Optional Loom documentation or SOPs
- Office hours for ongoing questions
Ops, Handled (Done-For-You)
Best For: Growing businesses that want it off their plate and done right the first time.
What It Includes:
- Full workflow design, build, and implementation
- Ironclad workflow creation + testing
- Salesforce integration assistance
- SOP documentation
- Optional: vendor contract intake, request form automation, approvals, redlining steps
- Live walkthrough & team training
System Steward (Retainer Support)
Best For: Teams who’ve launched workflows but want ongoing guidance, tweaks, or new builds as they grow.
What It Includes:
- Monthly workflow updates & audits
- New form builds or automation tweaks
- Advisory on process scaling or tool improvements
- On-demand Loom support or async troubleshooting
- Quarterly roadmap check-ins