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Request a Proposal:
Twenty Minutes to Scope It

You don't need another vendor. You need to know what the system should do, what it must connect to, and what it costs to build, run and secure. The call scopes it. The proposal puts it on one page. Then you decide.

WHAT WE'LL COVER ON THE CALL

  • i What the system must do — the work you want handled end to end, and where a person must stay in the loop
  • ii What it must connect to — phones, records, billing, CRM, calendars, spreadsheets
  • iii What keeps it yours — accounts in your name, and the security and compliance your vertical demands
  • iv Whether a ready platform fits — medical practices usually start from Mercury and scope only what is custom

WHAT HAPPENS AFTER YOU BOOK

  1. 20-minute scoping call — we confirm fit, no pitch
  2. One-page proposal in writing: the build, the license, the security
  3. If you sign, the build starts and it runs in your accounts
  4. One joint test before go-live. Week one is calibration with your team
  5. Weekly report of what the system handled, read through with you
Request Your Proposal
20 minutes to scope. The proposal follows in writing.
Fixed build price · License and security itemized · Your accounts, your keys

🏗️ You're In.

We'll confirm the time and come to the call ready to scope.

HOW TO PREPARE
  • Have one example of the work you want handled end to end
  • Know what the system must connect to: phones, records, billing, CRM
  • Know who on your team would run it day to day
  • Bring the list of tools you pay for today, and what each one is for
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