We connect the software your firm already pays for – CRM, practice management, email, calendars, forms, billing and project tools – so data moves on its own and your team stops copying and pasting between systems.
Integrations
Your tools share data instead of living in silos.
Handoffs
Tasks move to the right person automatically.
Reliability
Monitored, documented & built to last.
The short answer
Be Known builds workflow automation and integrations for professional service firms. We connect tools like HubSpot, GoHighLevel, Clio, Karbon, QuickBooks, Microsoft 365, Google Workspace and Slack using platforms like Zapier, Make and n8n, then document and monitor every workflow – so repetitive work runs on its own and nothing falls through the cracks.
Zapier, Make & n8nWorks with your existing toolsDocumented & monitored
What we automate
If your team does it the same way every time, workflow automation can probably make it run on its own. These are the workflows firms ask us for most.
01
Keep contacts, clients, matters, jobs and invoices in sync across the systems your team uses every day.
02
When one step finishes, the next person gets the task, the context and the deadline – automatically.
03
Proposals, letters, agreements and reports are created from templates using data you already have.
04
The right people hear about the right things at the right time – clients and team alike.
05
Monthly, quarterly and annual work is created on schedule and follows the same steps every time.
06
Numbers flow from your tools into one dashboard, so reports build themselves instead of being assembled by hand.
Examples by industry
Illustrative examples of the kinds of workflow automation we build. Every real build is scoped to the firm and its tools.
A consult is booked → intake answers flow into the case software → an engagement letter goes out for e-signature → once signed and paid, the matter opens and the team gets their tasks.
A client signs their engagement letter → onboarding and organizers go out → document reminders run until everything is in → the return is created and assigned to a preparer.
A deal is marked won → the contract and first invoice are sent → the project, tasks and client Slack channel are created → kickoff is scheduled automatically.
Tools we build with
ZapierMaken8nGoHighLevelHubSpotMicrosoft Power AutomateAirtableGoogle WorkspaceMicrosoft 365SlackQuickBooksClioKarbonClickUp
Proof
15-18 hrs/wk recaptured
Laura Cowan – Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops – Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue over 5 years
Brad Blazar – Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham – Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs – how clients find you, how work gets delivered, where your team loses hours – then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through – from first inquiry to final invoice – and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters) – tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
It’s setting up your tools so routine steps happen on their own – data moving between systems, tasks being assigned, documents being created and people being notified – instead of someone doing it by hand. For most firms it’s the difference between systems that depend on memory and systems that run the same way every time.
It depends on how complex your workflows are, how much volume you run and your budget. Zapier is the easiest to maintain, Make handles complex logic at a lower cost, and n8n is great for high volume or self-hosting. We’ll recommend the right fit – and we compare the first two in our Zapier vs. Make guide.
Every workflow we build includes error handling and alerts, so issues get caught instead of silently failing. We document how each workflow works, and ongoing support plans include monitoring and fixes when a connected tool changes.
Often, yes. Many tools have APIs, webhooks or email-based workarounds we can use. If something truly can’t be connected, we’ll tell you up front and suggest the cleanest alternative.
Most workflow automation projects start at $1,500 for a focused set of workflows. Larger integration projects across several systems typically range up to $25,000. You get a fixed quote before any work starts.
Book a free workflow automation consultation. We’ll map where your team is doing work by hand and show you the first workflows we’d automate – no obligation.
