ProcessPrint turns defined workflows—client intake, document collection, claims routing, month-end close—into agents that operate inside your existing systems of record, with logging, integrations, and operational ownership.
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While Clio and QuickBooks marketplace listings are in review, we are onboarding a small group of law and accounting firms on a structured pilot—same product, founder-led setup.
Select the commercial path that matches operational maturity. Pricing is fixed after discovery where custom scope applies.
Product language maps to roles and outcomes, not generic AI claims.
Connect ProcessPrint to Clio and convert intake, document chase, and matter setup into auditable agent flows.
Combine QuickBooks, email, and checklist logic so recurring close work is owned by a supervised agent.
Standardize lead-to-listing and listing-to-close SOP execution. CRM/transaction connectors expand with Follow Up Boss and Dotloop targets.
When process resides in email, sheets, CRMs, and portals, agents can own deterministic middle work while people own exceptions and relationships.
From defined process to production agent with systems-of-record integrity.
Document the process, owners, systems, and exception policy.
Map Clio, QuickBooks, email, CRM, or custom APIs.
ProcessPrint executes with memory, logging, and dashboard visibility.
Track hours returned and expand only after process quality is proven.
ProcessPrint is designed for governed execution—not infrastructure theater.
Estimate recovered capacity before committing budget. Adjust assumptions to your team.
Illustrative model only. Results depend on process quality, exception rates, and integration coverage.
Self-qualify into the engagement model that matches urgency and architecture.
Review representative process patterns before scoping your own agent.
Listing and transaction coordination patterns for lead handoff, documentation, and follow-through.
Open demo →Client intake through Clio matter setup with structured task routing.
Open demo →Month-end documentation, reminders, and QuickBooks-oriented process ownership.
Open demo →Production systems, not prototypes.
Direct answers for evaluation committees and operators.
We convert defined business processes into supervised AI agents. ProcessPrint is the primary platform. Templates, APIs, and custom builds support surrounding automation needs.
Law firms, accounting practices, real estate organizations, and professional services teams with repeatable administrative load and existing systems of record.
Templates: $17 one-time. ProcessPrint: $997 / $2,997 / $4,997 per month. Custom DFY: $497 setup + $147 per month hosting.
Clio, QuickBooks Online, Gmail, HubSpot, Salesforce, Microsoft 365, browser automation, and custom REST APIs. View integrations.
Encryption in transit, customer isolation controls, least-privilege operations, and documented practices on the security page.
Open ProcessPrint, purchase templates, or email chris@cybersavvyai.com for a scoped build evaluation.