01
Fixed-price audit
XenoForm Scan
We map where your staff's hours go and hand you a digital team roadmap with an ROI estimate.
- Process walkthrough with your staff
- Ranked list of teams to deploy
- Cost and payback for each one
Intake and document team
Billable hours back from paperwork.
Your intake and document team takes in new clients, collects and files their documents and chases what's missing, so your people bill for expertise.
Intake team
LIVE
- New client inquiry: small business tax filing
- Intake form and document list sent
- 6 of 7 documents received and filed
- Reminder sent for the last one. File ready for review
Sample team activity, for illustration
Where the time goes
Sound familiar?
The work that keeps professional services teams busy, and away from the work only they can do.
- Partners spend evenings on intake and admin
- Documents arrive by email, upload and post, and sit in inboxes
- Billing follow-ups slip and cash comes in late
Your lead team
Meet your intake and document team.
It joins your business, works inside the tools you already use, and hands anything that needs judgment to a person.
What it does
- Runs client intake and conflict-check questions
- Collects, names and files documents in the right matter
- Chases missing documents with polite reminders
- Prepares engagement letters for e-signature
- Sends invoices and payment follow-ups on schedule
How it works
From scan to live team.
We start with a Scan of your operation, Forge your team on your real workflows, then run it in Orbit every month.
02
Build and launch
XenoForm Forge
We design, build and connect your digital team to the tools you already use, then launch them live.
- Built on your real workflows
- Connected to your CRM, inbox and calendar
- Human approval steps where they matter
03
Managed monthly
XenoForm Orbit
We run, monitor and train your digital team every month, and ship new skills as you grow.
- Monitoring and fixes
- New skills shipped every month
- A clear monthly report on output
XenoForm Lab Hands-on training so your staff knows how to work alongside its digital team.Add-on to any plan
Other industries
Put your intake and document team to work.
In 30 minutes we show you the three teams your business should deploy first, what each one would do, and what it would save. Free, and no obligation.
Get your Digital Workforce Plan
Free 30-minute session. You keep the plan.