Service
Most firms don't need new software. They need their software to agree.
Practice management, accounting, payments, telephony, calendars, e-signature. Each is fine. The cost is in the gaps between them, and the gaps are staffed by people.
Integration work looks unglamorous and it is usually the highest-return thing a firm can do. Nothing new has to be learned, no process has to change, and a category of daily manual work simply stops.
It is also where the most expensive mistakes get made, because two systems writing the same record is worse than neither of them writing it.
How we approach it
- One writer per record. Before anything is built we establish which system owns each fact, and everything else reads.
- Idempotency first. Every write carries an identity, so a retry cannot create a second copy.
- We assume webhooks are lossy, because they are. Anything that matters gets a sweep behind it that catches what was dropped.
- Reconciliation is part of the integration, not a follow-up project.
What it looks like in practice
Payments arriving on five separate rails — card, eCheck, bank transfer, peer-to-peer and paper cheques — reconciled by hand every week against two systems that disagreed. Now a single ingestion path takes all five, resolves the payer to the right client even when the payer is not the client, and hands one clean event to everything downstream.
The hardest part of that job was not the integration. It was discovering that the person paying is frequently not the person on the file.
Want to know whether this applies to your firm?
Thirty minutes, an honest read on where your friction actually is, and a recommendation. If we are not the right fit, we will tell you.
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