01
Scope the workflow
Share the bottleneck, tools, and goals. The project is scoped before payment is released.
RIA & financial advisor compliance automation
Builds compliance-aware client communication and onboarding flows for RIAs and independent financial advisors. Knows SEC/FINRA constraints. Wires into most major custodian portals.
Financial advisors
Kate M. helps law firms, accounting firms, and financial advisors recover admin time, speed up intake, and automate routine client communication. You get a focused implementation, launch support, and a clean handoff your team can actually run.
Common project scopes
Document drafting and client intake workflows
Scoped, integrated, tested, and handed off with launch notes.
Deadline, signature, and document collection reminders
Scoped, integrated, tested, and handed off with launch notes.
Client FAQ and matter status automation
Scoped, integrated, tested, and handed off with launch notes.
Fixed scope · two-week delivery · you own the workflow
A simple, fixed-scope process designed for fast implementation.
01
Share the bottleneck, tools, and goals. The project is scoped before payment is released.
02
Your expert builds the automation, connects the stack, and keeps you updated as it ships.
03
You approve the result, get documentation, and own the workflows and assets after launch.
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