The method behind the number

How we get
to your number.

We are a young firm and we won't borrow someone else's results. So instead of testimonials, here is the thing that actually matters: exactly how we calculate what your back office is leaking — and worked examples you can check.

How We Calculate Your Leak

01Real Estate

Brokerage · 8 agents

Real Estate · Illustrative example · Tier 2 — Money Back™

$5,500–$7,500/mo

$66K–$90K/yr annualized

Before

  • A past-client database nobody works systematically
  • Inquiries answered whenever someone gets a free moment
  • The same address re-typed into CRM, contract and portal

After

  • Every past client on an automatic touch schedule
  • First reply in under 90 seconds, day or night
  • Details captured once and pushed everywhere
Benchmarks: NAR 2025 Profile of Home Buyers & Sellers; HBR 2011

02Legal

Law firm · 3 attorneys

Legal · Illustrative example · Tier 2 — Money Back™

$4,000–$6,500/mo

$48K–$78K/yr annualized

Before

  • Calls and emails worked but never written down as time
  • Consultations returned a day or two later — if at all
  • Invoices going out late because nobody has time to build them

After

  • Time captured as the work happens, not from memory
  • Every inquiry answered while it is still warm
  • Invoicing and reminders running on their own
Benchmarks: Clio Legal Trends Report 2025; Bloomberg Law 2025

03Insurance

Agency · 4 people

Insurance · Illustrative example · Tier 1 — Never Miss a Lead™

$1,000–$2,500/mo

$12K–$30K/yr annualized

Before

  • Renewals discovered after the client already left
  • Carrier statements reconciled by hand, when there is time
  • Certificates and service work eating the whole morning

After

  • Renewal outreach starting well before the date
  • Commission discrepancies flagged automatically
  • Routine service handled without a person in the loop
Benchmarks: J.D. Power 2025 U.S. Insurance Shopping Study

How we calculate results

Three-step verification — no fabrication.

01

Your actual numbers

We ask for your specific data — not ranges, not industry averages. Your billing rate, your lead volume, your retention numbers.

02

Verified benchmarks

Every coefficient traces back to a primary source: Clio 2025, Bloomberg Law 2025, NAR 2025, J.D. Power 2025, TravelOperations 2025. Vendor claims we couldn't verify were removed.

03

Conservative estimates

We add up exactly two leaks — the two we can defend at your size — and show the rest as context without counting it. The number is deliberately low, so it survives scrutiny.

What's your number?

Takes 45 minutes. You'll see your specific dollar figure before we ask for anything.