Client intake & document portals
Replace PDF packets and email attachments with guided web forms your clients actually finish. Conditional questions, save-and-resume, secure uploads — everything lands organized.
We find the work slowing your business down — and build the system that makes it disappear.
Every engagement starts with your real workflow, not a template. Here's what typically comes out the other end.
Replace PDF packets and email attachments with guided web forms your clients actually finish. Conditional questions, save-and-resume, secure uploads — everything lands organized.
Systems that read your incoming documents — forms, statements, filings — extract every field, and validate the data before you see it. Organized for your review. Nothing gets entered without your hands on it.
Reminders, chases, and tracking that run themselves. Clients nudged before deadlines, follow-ups sent on time, and a dashboard showing you exactly who still needs to respond.
Modern builds and migrations off recurring-fee platforms. Your site, your data, on hosting that costs about $12 a year — not a monthly bill. Full control to change it yourself.
Not sure which one you need? That's exactly what the free audit answers.
A free, 30-second check that fits any business. See whether ChatGPT, Claude, and Google's AI name you when buyers ask for a business like yours — and get a fix plan if they don't.
AI-first search of B2B buyers start research in AI chatbots, not Google
Answer limit names a typical AI answer gives. There is no page two.
Free check no card, no trial. One of the ways we start a conversation.
Querying Google, ChatGPT, Claude, and other AI tools…
This takes about 30 seconds. We're asking each AI the questions your customers actually ask.
Want help acting on these fixes? That's what we do — alongside the rest of your automation work.
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See how often Google, ChatGPT, Claude, and other AI tools name you across the questions your customers actually ask.
Know exactly who's getting named instead of you and how often — so you know what you're up against.
Specific, data-driven recommendations tied to the gaps found. Not a generic checklist — actual fixes for your business.
Run it monthly and watch your mention rate climb as the fixes take effect.
Every copy-paste, every rekeyed invoice, every chased approval compounds daily. Most owners can name the task they hate. Few can say what it costs. The audit answers that.
Most automation shops sell retainers and rentals. We sell you a permanent asset. Here's what that means in practice.
Before you commit a dollar, we build a working prototype and run it against your real documents and workflows. You see results first. No decks, no promises.
You own the code, the data, and the hosting. No lock-in, no mandatory retainer, no renting your own tools back from us every month. Hosting typically runs $0–12/year.
Our systems organize and accelerate your judgment — never replace it. Nothing touches your books, your clients, or your critical systems without your hands on it.
Local, too. Based in Gwinnett County, Georgia. Happy to meet in person — your office, a coffee shop, wherever the whiteboard is.
A repeatable path from "this is slowing us down" to a working system your team owns.
Study how your business actually runs — workflows, bottlenecks, what your team dreads. You get: a written findings document with the three highest-cost processes, quantified.
Co-design a blueprint that respects your team and the tools they already use. You get: a scoped plan with fixed pricing per phase. Commit to all of it or none of it.
Build, integrate, and onboard — in weeks, not quarters, with your staff alongside the whole way. You get: a working system, tested against your real work before it counts.
Tune on your schedule after launch. Optional, not mandatory. You get: everything handed over — code, data, hosting, and the keys. It's yours whether we stay or not.
Thirty minutes. We map your three costliest manual processes and show you what's automatable — with real numbers. No deck, no commitment, no follow-up ambush.
Or email discover@perpetuflo.com directly.