Systems integration and workflow automation in Canada

Connected systems, in English or French.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · In English or French · Fixed-fee audit

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where Canadian firms lose hours between systems

Two official languages and a patchwork of privacy laws make every gap between tools a little more expensive.

01

Two languages, one set of templates

Clients in Québec expect French. Forms, emails and documents exist in English only, so staff translate by hand, every time.

02

One client, typed in four times

Intake in a web form, details in the CRM, documents in SharePoint, billing somewhere else. The same client entered again at every step.

03

Privacy questions nobody can answer quickly

Since Québec's Law 25, clients ask what personal information you hold, where it sits and who can reach it. The answer shouldn't take a week.

04

Tools sized for another market

Software built for the US market, priced in US dollars, with features you don't use and gaps you work around, like French-language support.

WHO WE WORK WITH

Who we work with in Canada

Established practices and teams with real volume running through their tools, in one official language or both.

Law firms

Intake, conflict-check preparation, engagement letters and billing connected, in both official languages where you need it.

Accounting and wealth management

Client onboarding, document collection and reporting connected to the CRM, with every data path documented.

Clinics and healthcare groups

Booking, reminders and records flows, like the healthcare facility we connected in Switzerland.

B2B technology and services

Sales, onboarding and support tools wired together so the team grows without adding admin.

Serving

Toronto · Montréal · Vancouver · Calgary · Ottawa · Québec City

We don't have a Canadian office. We work remotely, calls are in English or French, and every deliverable is in writing.

RECENT WORK · ANONYMISED UNDER NDA

A law firm, seven weeks from audit to handover

Law firm · 20 to 35 people · France

Audit, then integration · 7 weeks

Before

Client intake relied on email chains, paper forms and manual re-entry into several systems. Marketing could not track which leads came from French legal directories and campaigns. Engagement letters often went out late, which delayed billing.

After

One intake form creates the client in every system. Marketing campaigns sync directly to the CRM, so the firm can see return on each channel. Engagement letters generate and file themselves. About 40 hours a month back across paralegal and admin staff.

Built with: Clio · HubSpot · Microsoft 365 · DocuSign · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

What does a systems integration specialist do?

A systems integration specialist connects the software a business already uses (CRM, Microsoft 365 or Google Workspace, e-signature, accounting and project tools) so data moves between them automatically instead of being re-typed, then automates the repetitive work between them. For Canadian firms, we start with a fixed-fee audit of every tool, then build, test and document the integrations and workflow automation around how your team actually works.

Can you work in French?

Yes. Calls can be held in French or English, which matters for Québec teams.

Will you sign a data processing agreement for PIPEDA and Law 25?

Yes, on request. If our work involves personal information you're responsible for, we sign a data processing agreement covering scope, purpose, duration and how the information is protected.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

Do you have an office in Canada?

No. Flow Mesh works remotely with clients in Canada, the United States, Switzerland, Luxembourg, Singapore and the Philippines. Every deliverable is written, so nothing depends on being in the same room.

How much does systems integration cost in Canada?

The stack audit is a fixed fee of €1,500, invoiced in euros, so your bank converts it at the day's rate. Implementation is quoted in writing after the audit. The first call is free.

One stack, both languages, no re-keying

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed