Systems integration consultants for US firms

Your stack grew one tool at a time. Make it work as one.

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 · NDA when you engage us · 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 US firms lose hours between systems

The license bill is the visible part. The real cost is the re-keying, the chasing and the reports someone builds by hand every Friday.

01

Acquisitions brought their own stacks

Every add-on or new location arrived with its own CRM, its own forms and its own way of working. Nobody has one view of the client.

02

A CRM used as an address book

A serious license bill, and the team still tracks the pipeline in a spreadsheet because the CRM was never configured for how you actually sell.

03

Security reviews that stall deals

Enterprise clients send vendor questionnaires asking where their data lives and who can reach it. Answering takes days because nobody has mapped the flows.

04

Shadow automations

Zaps and scenarios built by people who've since left, running on personal accounts, moving client data nobody has reviewed.

WHO WE WORK WITH

Who we work with in the United States

Established firms with real volume running through their tools, and clients who expect their data to be handled properly.

Law, accounting and consulting firms

Intake, engagement letters, billing and client follow-up connected end to end.

PE-backed and multi-location companies

One CRM, one set of forms and one reporting view across every location or acquired business.

Wealth management and advisory firms

Client onboarding and reporting connected to your CRM, with every data path documented.

B2B services and SaaS teams

Sales, onboarding and support tools wired together so revenue grows faster than headcount.

Serving

New York · Boston · Chicago · Austin · Dallas · Miami · San Francisco · nationwide

We work remotely with US clients. Every deliverable is in writing, so nothing depends on being in the same room.

RECENT WORK · ANONYMIZED UNDER NDA

A US consulting firm, five weeks from audit to handover

Consulting firm · 5 to 12 people · United States

Audit, then integration · 5 weeks

Before

Leads were tracked in spreadsheets and project notes were scattered across teams. Onboarding emails were sent by hand and follow-ups were often forgotten, which held back growth.

After

The CRM now drives all lead tracking, onboarding emails send automatically, and files live in one workspace. About 20 hours a month back for the team. Lead-to-client conversion up 38%.

Built with: Notion · HubSpot · Slack · Google Workspace · Zapier · 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 license spend you'd recover, itemized
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 established US 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.

Will you sign a data processing or service provider agreement?

Yes, a data processing agreement on request. If a state privacy law such as the CCPA requires specific service-provider terms, send us your template and we'll review it before the engagement starts.

Can you work with HIPAA-covered data?

Tell us on the fit call. Often an integration can be designed so we never need to see protected health information. If we would, we'll say plainly what's required before anything starts.

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 work with Salesforce and HubSpot?

Yes. Salesforce, HubSpot, Microsoft 365, Google Workspace, DocuSign, Slack, Notion, ClickUp, Make and Zapier are all part of our regular work, and any tool with an API or a connector can be integrated.

How much does systems integration cost for a US firm?

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.

Find out what your stack is really costing you

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