Automated operations for small firms

What would you give for an extra two hours today?

Felix builds an automated operations system around how your firm already works, trains your team on it, and keeps it running.

Reach out to learn more See how it works

The problem

Your team is buried in tedious, time-consuming busywork.

Hours every week go to manual processes, data entry, document formatting, saving files, and chasing people. Someone always needs something, and the work lands on whoever is closest.

Manually entering dataCopying and pasting data between toolsChasing overdue invoicesFormatting documentsFiling contracts and NDAsOnboarding paperworkStatus updatesMeeting follow-upsSaving files to the right folderPayroll and benefits questionsReminding people of deadlines

The system

One operations system, built for your firm

Every engagement starts the same way. We map how your firm works, then build the tools and automations that take the repetitive work off your plate.

Admin

Data entry, document formatting, task management, communication, scheduling, file management

Finance

Bookkeeping, A/P, A/R, invoicing, collections, expenses, banking

HR

Payroll, benefits, onboarding, offboarding, HRIS

Legal

Compliance, insurance, contract management

The process

Working with Felix

About a month to map and plan, then we build. After that, your team runs the system with our support, or we run it for you.

  1. Week 0

    Prepare Your team

    Your team reviews the Felix introductory slides.

  2. Week 1

    Introductory session Together

    We meet for an hour to introduce the process, review real automation examples, and walk through your team and tools.

  3. Weeks 1–2

    Document Your team

    Based on lessons from the session, your team documents or records the opportunities for partial or full automation and shares them.

  4. Week 2

    Review and analyze Felix

    Felix meets one-on-one with each stakeholder to review the documentation, fill gaps, and explore the options.

  5. Weeks 2–3

    Felix proposes the build Felix

    Felix researches what's possible and proposes a build plan with scope, timing, and cost.

  6. Week 4

    Align on the build Together

    We align on exactly what we'll build and when.

  7. Weeks 5+

    Build and train Felix

    Felix builds the tools and automations and trains your team on how to use the tools and how to build their own.

Ongoing

Maintain and support

Felix maintains the tools and supports your team in using the new tools and building their own.

Or, Felix runs it

Prefer to hand it off entirely? Felix can run your operations day to day on the system.

Real examples

Automations we've already built

Project Management

Turns checklists, emails, and meetings into tasks, owners, and due dates, then sends reminders.

Research Reports

Builds person and company research reports and attaches them to the right record.

Email to Database

Reads unstructured emails, pulls out contacts and key details, and saves the information.

Collections Follow-up

Checks for overdue invoices, searches for related email threads, and drafts follow-ups.

Contract Onboarding

Finds signed contracts in email, extracts the terms, saves them to your system, and drafts invoices.

One-Click Contract

Fills the contract template from deal data in one click, ready for review and signature.

Client Reports

Drafts agendas, status reports, and client updates from your existing data.

One-Click Checklist

Turns a recurring process into a checklist with every step, owner, and link, in one click.

NDA Filer

Spots signed NDAs, names and files them in the right folder, and notifies you.

Next step

Reach out to learn more

Tell us where your team loses time. We'll share what we've built and whether Felix is a fit.

Email us