For professional firms

The back office of your firm, running on its own.

PURIST automates the administrative work behind a professional firm: onboarding new clients, collecting their documents, sending invoices and reminders, sorting the inbox and producing the monthly reports. We build it in n8n with Claude where judgment is needed, connected to the tools you already use, at a fixed price.

Get a free automation audit → Book a 15-min call

Updated October 11, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices

Where a firm loses its billable hours

In most firms the expensive part is not the expertise. It is the handling around it: engagement letters sent one by one, documents chased by email for weeks, the same client details typed into three systems, invoices and payment reminders prepared by hand.

That work lands on people whose time is billable, and it peaks exactly when capacity is tightest: tax season, renewal periods, month-end. It is predictable, rule-based and repetitive, which is exactly what automation does well.

What we automate for firms

Client onboarding

Proposal accepted, engagement letter out for e-signature, client created in your practice software, folder created, welcome email sent. Nobody re-types the client details.

Document collection

A checklist per service, secure upload links and polite reminders for exactly what is missing. Claude labels each file and flags what does not match.

Billing and payment follow-up

Invoices generated from your fees or time entries, reminders on a schedule you choose, payments matched in QuickBooks or Xero.

Inbox triage

Claude reads incoming email, labels it, drafts the routine replies for approval and routes the rest to the right person.

Deadlines and renewals

Filing dates, policy renewals and lease renewals become tasks and reminders automatically, before they become emergencies.

Monthly reporting

Partner and client reports compile themselves from your systems and arrive on the same day every month.

What your manual work costs you today

Enter your own numbers. Nothing is sent anywhere; the maths runs in your browser.

People doing the task Hours each, per week Loaded cost per hour ($)

Per year

Hours per year

Automation rarely removes 100% of a task. Plan on the part that is pure copy-paste, chasing and re-typing.

How we work with a firm

Free audit

A 15-minute call, then a written list of what is worth automating first in your firm.

Fixed quote

Scope, tools and price agreed in writing before anything is built.

Build and test

Built on sample clients first, so your real clients only ever see the finished flow.

Run and maintain

Monitoring, fixes and small changes are included in the monthly plan.

What it costs

The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.

START HERE

YOUR FIRST AUTOMATIONS

Starter

3 production-ready workflows on your biggest time sink. Scoped on a 15-minute call, live in 7 days.

$390 /month

Or $790 one-time deployment

$130

per workflow

7 days

to go live

3 workflows

1 integration

48h SLA

Best for: A first win on one bottleneck

✓ 3 production-ready workflows on your biggest time sink
✓ Connected to the tools you already use
✓ 24/7 monitoring and fixes included
✓ Move up to Automation Pro anytime
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

Automation Pro

12 production-ready workflows in a single deployment. Built with certified automation engineers.

$890 /month

Or $1,450 one-time deployment

$74

per workflow

5–7 days

to go live

12 workflows

2 integrations

24h SLA

Best for: Running the whole back office on autopilot

✓ Replaces 12 manual processes and disconnected tools
✓ Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
✓ n8n, Make & Zapier certified
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

NEXT-LEVEL AI

INTELLIGENT AUTOMATION

AI Agent Deploy

Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.

$1,090 /month

Or $1,990 one-time deployment

$218

per AI agent

7–10 days

to go live

5 AI agents

2 integrations

24h SLA

Best for: Replies, qualification and support handled by AI

✓ Handles every repetitive task your team does manually
✓ AI-powered lead qualification, support and scheduling
✓ Integrates with your existing CRM, email and tools
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

BEST VALUE · COMPLETE SYSTEM

AUTOMATION + AI AGENTS

The Full Stack

Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.

$1,650 /month

Or $2,750 one-time deployment

$97

per workflow or agent

7–10 days

to go live

12+ workflows

5+ AI agents

Unlimited

12h SLA

Best for: Workflows and AI agents as one system

✓ The complete system automation today, AI agents tomorrow
✓ 30-day money-back guarantee
✓ Includes $300 of PURIST Studio credit for AI ads, video & UGC
✓ n8n, Make & Zapier certified workflows
✓ Replaces over $4,400 a year of disconnected SaaS tools

Get started → Or book a free 15-minute call

Your realistic options

Option	Where it works	What to watch
Hiring an admin or ops person	Flexible, handles exceptions with judgment.	A full salary for work that is mostly rule-based, and it does not scale with peaks.
Features inside your practice software	Already paid for, nothing new to learn.	Stops at the edge of that software; the handoffs between tools stay manual.
DIY with Zapier or Make	Cheap to start.	Someone in the firm has to build, debug and maintain it.
PURIST	The whole chain built across your tools, maintained for you, fixed price.	Needs clear rules per service; we help you write them during the audit.

Works with the software firms already use

We connect what you have rather than asking you to migrate.

n8nClaudeQuickBooks OnlineXeroKarbonTaxDomeClioMyCaseDocuSignPandaDocGoogle DriveSharePointOutlookGmailHubSpotAppFolioBuildium

A good fit if…

✓You take on new clients every month or in waves.
✓Your team spends hours chasing documents or payments.
✓You use two or more tools that do not talk to each other.

Not the right fit if…

✕You are a solo practitioner with a handful of long-standing clients.
✕Your practice platform already covers every step and your team is happy with it.

Questions people ask

Is client data safe?

Documents stay in your own storage or portal. Workflows only pass the data each step needs over secure connections, n8n can be self-hosted on your infrastructure, and AI steps only receive the text needed for the task.

Do we have to change software?

No. We automate around the tools you already use. If a tool has no API, we tell you during the audit and suggest the simplest alternative.

How long does it take?

Most first workflows are live within one to two weeks after the quote is signed, depending on how many tools are involved.

What does it cost?

From $390 per month with maintenance, monitoring and updates included, or a one-time deployment from $790, with a 30-day money-back guarantee. The exact scope is fixed in a written quote before anything is built.

Accounting firm client onboarding Law firm client intake Insurance agency automation Property management automation Dental practice admin automation Pricing

Start with a free audit

Tell us how leads and work flow through your business today. We come back with the 3 automations worth building first, what each would cost, and what it would save. No commitment.

Get my free audit →