Workflow automation
Kaveotech automates the repetitive admin work behind professional services firms, from lead follow-up and client onboarding to document collection, reminders, and renewals. So you can keep doing what makes you excellent.
For accounting, insurance, real estate, and other professional services firms.
Someone inquires
A call is on your calendar
A client signs on
Onboarding done without six emails
A date is coming up
Nothing depends on remembering
The problem
No matter your industry, the admin work is likely your biggest bottleneck. The time spent keeping the client journey flowing is real money that adds up quickly.
See it in your industry
Someone found you on a Saturday, filled in your form, and heard nothing back until Tuesday. By then they'd already spoken to whoever replied first.
Every new client means the same welcome note, the same intake form, and the same three reminders about documents they haven't sent yet.
It goes into the CRM, then the calendar, then the accounting software. Someone has to do it, and occasionally someone gets it wrong.
Renewals, filings, and follow-ups that nothing tracks except you. Missing one is rarely a small problem.
What we automate
01
Leads arrive from a form submission, phone call, referral, or in your inbox. They land in one place, qualified and routed, without anyone sorting them by hand.
02
Handoffs stop being informal. When something changes hands, the task exists, it has an owner, and the next person already knows.
03
The documents you're waiting on get requested, chased, and tracked, without you being the one who has to remember.
04
Clients stop asking where things stand, because they already know. Your team stops writing the same update by hand.
05
You can see the work: what came in, how fast it got answered, what's stuck, and what nobody followed up on.
We use tools you already pay for when they fit, and build something new when they don't. Neither one is the default answer.
Book a callA few recent builds, and what each one was built to do for the business behind it.
Stop after the audit and owe us nothing.
Our process
They run in order, and you can stop after the first one with a written plan in hand and owe us nothing.
We map how work actually reaches you and moves through the firm, and audit what your existing software could already do. You get it written up: what's worth automating, what isn't worth touching, and what each piece would cost. Stop here if you want to. The plan is yours either way and you owe nothing further.
We build the first set of workflows, usually the one or two costing you the most, in weeks rather than months. You review each piece as it works rather than waiting for one reveal at the end, so anything that doesn't fit gets caught while it's cheap to change.
Real use always surfaces something the plan missed. We stay on to adjust what's running, add workflows as they earn their place, and keep the reporting honest as the firm changes. Optional, and easy to stop.
Kaveotech is run by Andrew Brower, who spent years selling payroll and HR systems to small businesses before moving into engineering and building the back-office software those businesses run on.
That's two sides of one problem: sitting with the owners and operations managers who described what their week actually looked like, then writing the systems that were meant to fix it. Both halves show up in how work gets scoped here.
So when you describe how your week actually goes, it's not a first introduction to the subject.
More about the studioA short call, no pitch deck. Describe how work reaches you today and we'll tell you what's worth automating, what isn't, and roughly what it takes.
Prefer email? info@kaveotech.com
