Your workflows and technology should be a description of how you like to work, not a prescription forced by your software.

Instead of being constrained to do it their way, take ownership of your tech stack. Using Airtable and Notion, we'll co-create CRMs, dashboards, workflows, and planning tools that are shaped to fit precisely with your firm's way of working.

We'll start with a simple minimum viable product. As you work with your new systems, you'll discover new use cases. Rather than searching for software providers that offer the closest approximation of your needs, we can rapidly build your exact solution with low/no-code tooling. You know your way of doing business better than any software provider. Take control of your technology by building it intentionally. You'll have everything you need, nothing you don't, and the freedom to adapt on the fly as your practice evolves.

To see what this looks like in practice, check out these demo videos showcasing examples of what you could build, or contact me directly.