A fixed-price look at where AI or software would save your firm real hours. Two weeks, one document, three to five fixes ranked with build costs attached. We drive up from San Diego, about seventy five minutes, and do this in person.
Laguna Niguel runs on offices. Wealth managers and insurance agencies along Crown Valley, title and escrow, real estate teams, a few dozen professional practices, and the retail around Bear Brand that serves all of them. Most of these firms bought a good CRM, a document platform and an e-signature tool somewhere around 2021, and most of them use about a third of what they pay for every month.
The unused two thirds is where the hours go. Client onboarding runs as a checklist in one associate's head. Annual reviews are supposed to be scheduled, and they get scheduled when somebody remembers. A signed form comes back and a person files it in two places to be safe. A compliance request means reading through folders because nobody ever indexed them. The tools could handle most of that work. They were never configured to.
The audit starts with the software you already own. We take one client relationship from the first meeting to the signed agreement and list every step a person performs that the system was sold to perform. Then we sort the list into three groups: what a configuration change fixes this month, what needs something built, and what should stay in human hands because a regulator or a client expects a person on it.
A wealth or insurance practice on Crown Valley. Onboarding runs eleven steps across four tools, and the associate who knows the order is the only person who can run it. The audit writes the eleven steps down, marks which ones the CRM can already trigger on its own, and prices the two that need building.
A real estate or escrow team. Documents arrive by email, get signed, and land in a shared drive under names like final_v3. Finding one during a closing costs fifteen minutes and a phone call to the last person who touched it. We measure how often that happens and weigh a searchable file store against it.
A wellness or multi-practitioner clinic. Intake forms are on paper, scheduling is online, and somebody reconciles the two every morning before the first appointment. Sometimes the answer is a setting that costs two hundred dollars to turn on, and the document says that plainly rather than stretching it into a project.
We take on established firms with real operations, roughly five to fifty people, where the owner or managing partner can answer questions about how a client moves through the office. We also need time with the staff, since they know where the process breaks.
Solo practitioners and two person shops are told to wait. At that size, ChatGPT Plus, a scheduler and a good template will do most of what an audit would recommend, and the money is better spent somewhere else this year.
The audit costs $1,500, fixed, with no obligation to build anything afterward. You get a written document, three to five ranked fixes with hours and build costs, a list of what to leave alone, a ninety day order of operations, and a walkthrough in plain English.
This page was drafted from a structured outline and hand-reviewed before launch. The work itself is custom, owner-operated, never templated.
One paragraph about your business is enough. Or just email hola@xala.studio.