Client intake and onboarding
The forms, documents, approvals and account setup at the start of every engagement. It is the same sequence each time with small variations, which makes it both extremely automatable and extremely annoying to do by hand.
Professional services
You sell your team's time. Admin work is quietly buying it back.
In a services business every hour spent assembling a report, chasing an intake form or copying data between tools is an hour you cannot sell. It rarely looks like a crisis, because it is spread across everybody's week in twenty minute pieces. Added up over a year, it is usually the most expensive thing in the business.
Common first buildClient intake or reporting
The written planFree
Builds start at$4,999
The workflows
Where the sellable hours go.
These four cover most of what we are asked for by firms that bill for their people's time.
Scheduling that respects your rules
Real booking rules are more complicated than an open calendar: who is qualified for what, buffer time, room or equipment, the client who must always see the same person. General booking apps handle the easy half and leave a human to manage the rest.
Client reporting
The recurring report somebody rebuilds every month by pulling numbers from several places into a document. This is the clearest automation case in professional services, because the inputs are already digital and the work is pure assembly.
Client portals
One place a client can see status, documents and what is needed from them. It removes a surprising volume of email, and the email it removes is the low value kind that interrupts billable work.
Where our experience here actually comes from.
Honestly: we have not yet published a client project for an agency or a clinic, and we are not going to imply otherwise on an industry page.
What we do have is direct experience of running this kind of business. Evan spent years in digital marketing and search work before moving into software, which means the reporting treadmill, the intake chase and the client who needs an update by Thursday are problems he lived with rather than problems he read about. That background is the reason On The Map exists at all: the marketing kept working and the operation behind it kept straining.
On the technical side, the closest published work is the document processing and internal tooling we build elsewhere, plus the reporting and record keeping inside Breaker Tools Pro. Assembling numbers from several sources into a reliable report is the same problem whether the subject is a client campaign or a week of sales.
What we would build
Four shapes the first build usually takes.
Every project starts as one of these. Which one fits you is decided in the free written plan, before any money moves.
01
Document processing
Pull the useful facts out of documents, check them, and send them where they need to go.
See more02
Workflow automation
Join the data, decisions, people and status of one process so nobody is retyping information between systems.
See more03
Internal tools
Replace a straining spreadsheet or shared inbox with one clear tool built for your records, rules and team.
See more04
Quoting and estimating software
Put your pricing rules, exceptions and approvals into one tool that produces the same answer every time.
See moreCommon questions
Three things worth asking first.
Can it pull numbers from the platforms we report on?
Usually, where those platforms offer a way in. Which of your sources can be connected, and which will still need a manual export, is established during free planning and written into the plan, so there are no surprises after you have paid.
Is a client portal not a huge project?
A full portal can be. A useful one often is not, because most of the value sits in a small number of things a client actually wants to see. We scope the version that removes the most email for the least build, and it fits inside one fixed price project surprisingly often.
We are regulated. Does that rule this out?
It depends on how heavy the requirements are. Ordinary client confidentiality and access control are a normal part of what we build. Where a project needs formal medical, financial or legal compliance work, a short fixed price build is the wrong vehicle, and we will tell you that rather than take the project and hope.
Tell us which process is costing you the most.
Evan Atha reads every request himself, usually the same business day. The written plan is free, and it tells you honestly whether a fixed price build is the right move.