Automation Suite · 2026

The work your team
shouldn't be doing.

Five managed automation systems, built for the industries where manual effort costs the most. Deployed in weeks, not quarters. No missed calls. No dropped leads. No paperwork that shouldn't exist.


We specialize in boutique law firms & practices, all types of walk-in clinics, and construction companies.

01 · Health Clinic AI Front Desk Engine 2–3 week deploy 02 · Health Follow-Up & Reactivation 1–2 week deploy 03 · Law Law Firm Intake Engine 3–4 week deploy 04 · Law Legal Doc Automation Managed → SaaS 05 · Construction Construction Bid OS 4–8 week deploy
Health

Your clinic runs.
We handle the rest.

The admin that surrounds patient care — answered calls, booked appointments, reminder sequences, follow-ups, review requests — shouldn't require a full-time person. We replace that overhead with systems that run continuously and improve over time.

01 · Health
Clinic AI Front Desk Engine

A 24/7 AI voice agent answers every inbound call, books appointments directly into your scheduling system, sends SMS reminders, collects intake forms before the patient arrives, and generates Google reviews after visits. All of it, managed. None of it, you.

Live in 2–3 weeks
Get a demo
What changes
  • Zero missed calls — every inbound call is answered, 24 hours a day, including after-hours and weekends
  • No-shows drop 30–40% — automated SMS and WhatsApp reminders sent at the right interval before each appointment
  • Digital intake before arrival — forms sent by SMS, data flows directly into Jane App, Dentrix, or your existing PMS
  • 12–25 new Google reviews per month — requested automatically at the right moment after a positive visit
  • PIPEDA-compliant, bilingual EN/FR, built for the Canadian clinic market
Dental Walk-in Clinics Physiotherapy Chiropractic
02 · Health
Medical Follow-Up & Reactivation Loop

Most clinics lose patients not to competition, but to silence. A patient completes three sessions of ten, starts feeling better, and disappears. A lapsed patient receives nothing for 90 days and books somewhere else. This system closes both gaps automatically — keeping active patients on track and bringing past patients back.

Live in 1–2 weeks
Get a demo
What changes
  • 8–15% of lapsed patients rebook within 30 days — contacted automatically at 60, 90, and 180 days of inactivity
  • Treatment plan dropout stops — patients are nudged to book their next session before they quietly stop coming
  • Sentiment-branching follow-ups — happy patients get a review request; dissatisfied ones alert your team immediately
  • Referral pipeline activated — automated ask sent two weeks after a successful outcome, when the goodwill is still fresh
  • Connects directly to Jane App and Cliniko — no manual data entry, no new software to learn
Physiotherapy Chiropractic Optometry Walk-in
Law

The firm that responds
first wins the retainer.

A plaintiff contacts three to five firms. Whoever books the consultation first signs the client. Most firms respond in four hours. Ours respond in ninety seconds. The gap between those two numbers is where retainers are won and lost.

03 · Law
Law Firm Intake Engine

Automated intake that qualifies new leads, responds within 90 seconds, collects everything you need to assess the matter, and books the consultation — all before you've looked at your phone. Connects directly into Clio so the signed retainer creates the matter automatically.

Live in 3–4 weeks
Get a demo
What changes
  • 90-second response to every new inquiry — web form, missed call, or direct message, day or night
  • Qualified leads only reach you — the system pre-screens matter type, urgency, and jurisdiction before booking the consultation
  • Retainer signed before the first call — engagement letter generated, sent, and executed digitally through DocuSign
  • Automatic Clio matter creation — when intake is complete, the matter opens in your practice management system
  • PIPEDA-compliant, bilingual EN/FR, built for Ontario and Quebec market requirements
Boutique Law Firms Immigration Personal Injury Family Law
04 · Law
Legal Document Automation System

AI-assisted document drafting, a managed template library, automated deadline tracking, and a client portal — all built around your firm's existing precedents. First drafts in minutes, not hours. Statutes of limitation tracked automatically. Clients see matter progress without calling your assistant.

Managed → scales to SaaS
Get a demo
What changes
  • First draft in minutes — AI generates documents from your own precedent library using GPT-4o and RAG, not generic templates
  • Deadlines never missed — statutes of limitation, hearing dates, and filing windows tracked and escalated automatically
  • Client portal included — document upload, e-signature, matter status, and billing, without an email back-and-forth
  • Integrates with Clio — matters, time entries, contacts and billing sync automatically
  • Ontario and Quebec compliance built in — SOL rules, Barreau requirements, PIPEDA storage handled by default
Small firms Solo practitioners Paralegals
Construction

Blueprint to bid.
Hours, not days.

Every hour spent manually reading blueprints, chasing subcontractor certificates, and routing RFIs is an hour not spent building. We automate the operational layer so your team runs the project — not the paperwork surrounding it.

05 · Construction
Construction Bid & Subcontractor OS

An AI-powered operations system that reads your blueprints, extracts takeoff quantities, tracks subcontractor compliance, routes RFIs, and sends daily project digests to every stakeholder — integrated directly with Procore. The highest-ticket system we build. The one GCs tell us they wish they'd had sooner.

Live in 4–8 weeks
Get a demo
What changes
  • Blueprints read automatically — GPT-4o Vision parses drawing sets, extracts takeoff quantities, and structures them for estimating
  • Subcontractor compliance tracked — COI certificates, WSIB clearances, and W-9s monitored with automated expiry alerts before they become a site problem
  • RFIs routed without a coordinator — requests assigned to the right sub or supplier automatically, with escalation if no response within your set window
  • Daily digest sent to every stakeholder — budget, schedule, open items, and compliance status, without a standing meeting
  • Procore integration included — syncs with your existing project management platform, no migration required
General Contractors Specialty Subs Residential Builders

Not sure which
system fits first?

Most clients start with one product and expand. We'll tell you honestly which one gives you the fastest return, and we'll show you exactly how it would work for your operation before you commit to anything.

projects@beetlelabs.tech

Send us an email →