What changes
For small businesses
Capture leads you may have lost. Get hours back from repeat work.
Missed calls, web forms nobody answers until tomorrow, quotes that never get a follow-up. We find where leads slip away and where your team repeats the same work every week, then build simple tools to catch the first and handle the second, so the same people can follow up on more quotes, call back more customers and take on more jobs.
For estate-planning attorneys and their clients
An intake that does three jobs
Your client arrives at the first meeting organized. Key items in what they provided are flagged for your review. And the family keeps a workbook they'll actually use, under your firm's name.
For property owners and their advisors
Explore scenarios. Ask better questions. Get clearer numbers.
Rental owners can see how each property is really doing, try out the choices in front of them, and arrive at their CPA's office with the right questions instead of a box of receipts.
How we work
We use AI to learn how the work gets done now and to build the tools quickly. What runs day to day is usually a plain script or a workbook you own, with AI used only where something messy has to be read. Nothing needs babysitting, and nothing changes without your say.
Start with a conversation
A free 30-minute conversation
You walk us through how a task works today, and we ask a few questions. Afterward you get a short written note with two or three things worth considering, including anything you can fix yourself at no cost. No obligation, and if it isn't something we can help with, we'll tell you.
Tuesday, Wednesday and Thursday, afternoons into early evening, by video or phone.
What we've built
For estate-planning law firms
Estate Organizer Workbook
Your intake, organized: the client prepares before the first meeting, the workbook flags items for you to review, and the family keeps the file after signing. Given to clients under your firm's name.
See the workbook →In development
Rental-property tax planning workbook
Organizes the numbers for each rental and ends in a short list of questions to bring to your CPA. Planning only, not tax advice.
Contact
Email kevin@daybreaklabs.studio · Call (518) 290-8989