45-Day Money-Back Guarantee

From Spreadsheet Chaos to
Complete Clarity

A custom operations platform built for how you actually work.
Setup, training, and migration included.

Book a Discovery Call

Before

The reality we've all lived

  • 📊
    Spreadsheets everywhere Project data in 12 different files. Nobody knows which is current.
  • 📅
    Missed deadlines Permit expirations buried in email. Discovered too late.
  • 💸
    Money left on the table Invoices in drafts. Follow-ups forgotten. Cash flow suffers.
  • 😰
    Constant anxiety "What am I forgetting?" The pit in your stomach never goes away.
  • 🔍
    No visibility Client asks about project status. You need 20 minutes to figure it out.

After

45 days from now

  • ✓
    One source of truth Every project, every status, every dollar in one dashboard.
  • ✓
    Everything visible Deadlines tracked in one place. You see what's coming before it's urgent.
  • ✓
    Invoices under control One-click generation. Payment tracking. Outstanding balance aging. Money collected.
  • ✓
    Peace of mind You know where everything stands. Every morning.
  • ✓
    Instant answers Client asks? You answer in 30 seconds. From your phone.

See It In Action

Your Business at a Glance

Revenue trends, project health, team capacity - everything you need to make decisions, all in one dashboard. No more digging through spreadsheets.

  • Real-time revenue tracking
  • Project status at a glance
  • Cash flow forecasting
BuildGravity Reports Dashboard

What's Included

Everything you need to transform your operations

Project Dashboard

All projects, statuses, and financials in one view.

AI Proposals

Generate professional proposals in minutes.

Invoice Management

One-click invoices with payment tracking.

Deadline Visibility

See all due dates in one place. No hunting through emails.

Workflow Tracking

Know Who Owns What

Track every project from proposal to completion. Our "Ball in Court" system shows exactly who needs to act next - you or them. No more dropped balls.

  • 9-stage project workflow
  • "Ball in Court" status tracking
  • Organization and contact management
Ball in Court Action Tracker

The 45-Day Process

Your time investment: about 5 hours total. We handle the rest.

1
Day 0 30 min

Discovery Call

We learn how your firm operates today - the spreadsheets, the pain points, the goals. You learn exactly what we'll build for you.

  • Understand your current workflow
  • Identify quick wins and priorities
  • Honest assessment of fit - we turn away ~20%
2
Days 1-5 1-2 hrs your time

Secure Data Intake

Share your existing files through our secure portal. Spreadsheets, PDFs, Dropbox links - any format works. We do the heavy lifting.

  • Upload via secure encrypted portal
  • We clean and organize your data
  • Historical projects imported automatically
3
Days 6-12 1 hr your time

System Configuration

We build your custom platform - project stages, custom fields, invoice templates, everything tailored to how your team actually works.

  • Custom fields for your project types
  • Branded proposal and invoice templates
  • One review session to refine
4
Days 13-28 2 hrs your time

Team Training

We train everyone who'll use the system. Group sessions, individual coaching, whatever works best. Nobody gets left behind.

  • Live training sessions (recorded for reference)
  • Role-specific workflows explained
  • Practice with real project data
5
Days 29-45 Daily check-ins

Supported Go-Live

Real projects flow through your new system. We're watching, available instantly, fixing issues before they become problems.

  • Daily check-ins the first week
  • Text/call support - response in minutes
  • Real-time adjustments as needed
∞
Month 2+ Ongoing

Long-Term Partnership

We don't disappear after launch. Monthly strategy calls, continuous improvements, and support that's always there when you need it.

  • Monthly review and optimization calls
  • Mon-Fri support, 24-hour response guarantee
  • New features and improvements included

AI-Powered

Proposals in Minutes

Stop spending hours on proposals. Our AI generates professional, branded PDFs from your project data. Your style, your format, ready to send.

  • Custom branding and templates
  • Auto-populated from project data
  • Track opens and responses
AI-Generated Proposal Document

45-Day Money-Back Guarantee

If we don't deliver what we promise, you get a full refund. No questions asked. No fine print. We take on the risk so you don't have to.

Book Your Discovery Call

Built For You

Your Workflow, Your Way

This isn't generic software you adapt to. We configure every field, every status, every workflow to match how your team actually works.

  • Custom fields and statuses
  • 9-stage project workflow
  • Multi-tenant architecture
Custom Status Workflows

Ready to Transform Your Operations?

30 minutes. No sales pitch. Just a conversation about what's possible.

Book a Discovery Call See the Full Journey