The average small business runs on a stack of cloud tools that don't talk to each other, so your people fill the gaps with copy-and-paste, reminder emails, and manual data entry. AVM finds that repetitive work and automates it, using proven platforms and AI where it genuinely helps.

Process Audit & Mapping

We start by watching how work actually moves through your firm. We map your key processes, measure the manual hours involved, and rank automation opportunities by time saved and ease of build, so you invest where the return is highest.

• Current-state process maps
• Hours-saved and ROI estimate for each opportunity
• Prioritized automation roadmap

Automation Build

We build and test your automations on reliable platforms such as Make.com, Zapier, and n8n, connecting the software you already use, including Google Workspace, Microsoft 365, HubSpot, and popular accounting and scheduling tools.

• No-code and low-code automation builds
• Integrations across your existing tools
• Testing and documentation before go-live

CRM & AI-Assisted Lead Routing

New inquiries should never sit in an inbox. We automate lead capture into your CRM, route each inquiry to the right person, and use AI to summarize and categorize requests so your team responds faster.

• Web form and email lead capture into your CRM
• Rules-based and AI-assisted routing
• Automatic follow-up reminders

Onboarding, Invoicing & Scheduling Workflows

From signed engagement letter to first invoice, we connect the steps: contract sending, welcome emails, calendar invites, document requests, approvals, and billing triggers. For federal contractors, we apply the same approach to proposal tracking, contract administration, and compliance documentation.

• Client and staff onboarding automations
• Invoice and payment reminder workflows
• Appointment scheduling and confirmations

Dashboards, Training & Ongoing Support

We give you visibility into what's running and what it's saving. Your team gets short training on the new workflows, and an optional monthly support retainer keeps automations maintained, monitored, and improving as your business changes.

• Reporting dashboards
• Staff training and handoff documentation
• Optional monthly support and enhancement retainer

Bring us your most painful manual task. On your discovery call, we'll sketch how we'd automate it.