Don't sweat the small stuff.Automate it.
Book a 15-minute call. We'll look at how your calls, bookings, and follow-ups work today, and you'll leave with what to build first, a scope, and a number.
Book a 15-minute call. We'll look at how your calls, bookings, and follow-ups work today, and you'll leave with what to build first, a scope, and a number.
Every Eidos build starts with the same foundation. What sits on top is configured to your operation.
The bedrock of every Eidos build. Your CRM, phone system, practice management, billing, and scheduling tools wired together so data flows automatically. No more human middleware copy-pasting between apps.
Real-time views of revenue, margin, capacity, and pipeline, pulled from every tool you use and refreshed on your team's cadence.
Weekly spreadsheet rebuilds and flying blind on KPIs
A multi-touch reminder sequence with one-tap confirmation and automatic no-show follow-up. Front desk stops making 40+ calls a day.
40+ manual confirmation calls a day
Post-visit review requests sent only to qualifying patients: 2+ visits, once per quarter, happy patients first. Direct Google review link.
Sporadic manual asks and a thin Google presence
Daily scans of every active matter, filing, or lease with escalating reminders at 14, 7, 3, and 1 day out. Audit trail for every notification.
Spreadsheet deadline tracking and malpractice risk
Billable hours, service jobs, rent, or patient balances compiled into invoices with payment links. Past-due amounts chase themselves, hands-off.
Month-end invoicing scramble and manual AR follow-up
Automated requests for intake forms, insurance, consent, or lease docs. Secure upload link, reminders, and auto-filing into your system of record.
Email chains chasing documents from clients
Inbound leads from DMs, web forms, and ad campaigns qualified and routed in under 90 seconds. Warm leads booked before they cool off.
Slow lead response, missed DMs, unqualified bookings
Timed outreach when clients are due for their next service: med spa treatment series, dental recare, home services renewals. Retention on autopilot.
Lost retention and forgotten rebookings
Proactive updates when a matter, case, project, or service moves forward. Status notifications, scheduled digests, completion confirmations. 'What's happening?' calls drop to near zero.
'What's happening with my project?' interruption calls
Benefits and eligibility checked automatically before every appointment. Front desk gets a clean summary with copay, coverage, and issues flagged in advance.
Front-desk phone time with payers and surprise denials
Patients who accepted a treatment plan but haven't booked get a timed, personalized follow-up sequence. Unbooked revenue stops silently walking out the door.
Accepted treatment plans that never get scheduled
Protocol-based aftercare instructions, check-ins, and downtime reminders sent on a timeline that matches the procedure. Fewer panicked calls, better outcomes.
Manual post-op calls or nothing at all
Balance-based retention: clients with unused treatments or expiring packages get nudged to book before the value walks away. Memberships renewed on schedule.
Forgotten packages, membership churn, unused balances
Engagement letters and retainers sent for e-signature with automated follow-up until signed. Matter doesn't open until the paperwork is done — and the paperwork gets done.
Paralegals manually chasing unsigned retainers
Every new matter run against existing clients and adverse parties before acceptance. Conflicts surfaced instantly, logged for the ethics file, nothing slips through.
Manual conflict checks and compliance risk
Tenant or customer issues captured, triaged by urgency, and dispatched to the right tech or vendor. Emergency paths move in minutes, routine jobs get scheduled.
Maintenance requests lost in email or voicemail
Applicants submit through a branded flow. Credit, background, income, and reference checks run automatically with a single scorecard delivered to the leasing team.
Manual application review and screening coordination
After a quote goes out, a timed follow-up sequence chases acceptance and books the job. Estimates stop dying in client inboxes.
Quotes that never get accepted or booked
Organizers distributed on schedule, document requests tracked per client, reminders escalated as deadlines approach. Tax season runs on rails instead of adrenaline.
Spreadsheet-tracked tax season chaos