What working with us looks like · Omni by Enterprise DNA
Watch a business learn to run itself.
Most businesses run on inboxes, spreadsheets and memory. We change that in three moves. We pull everything your business knows into one database. We put an intelligence layer on top that understands it. Then agents take over the digital work, and you approve what matters. Pick your kind of business and watch it happen.
Built on the same layer we run Enterprise DNA on.
Move 1 · The database
Everything your business knows, in one place.
Right now it lives in 8 systems and in people's heads. We connect the tools you already use, pull it all into one database you own, and keep it in sync. Nothing gets retyped. Nothing walks out the door when someone leaves.
| Client | Matter | Last update | Unbilled | Next step |
|---|---|---|---|---|
| Harbour Trust | Property sale | 2 days ago | $4,200 | Settles Friday |
| Kauri Builders | Contract dispute | 19 days ago | $11,850 | Update client |
| M. Patel | Estate | 6 days ago | $1,900 | Sign probate |
| Ridgeline Ltd | Lease review | 31 days ago | $3,400 | Chase documents |
- Connected, not replacedKeep Xero, Outlook and your job system. We connect them.
- Yours to keepThe database sits in your account. You own every row.
- Always currentIt stays in sync on its own. No more exporting to Excel.
Move 2 · The intelligence layer
Then it starts thinking with you.
With everything in one place, your business can finally answer questions. Ask in plain English and get the answer with the receipts. Every morning it tells you the three things that need you, before you open your inbox.
Which clients have not heard from us in two weeks, and what do they owe?
- Ridgeline Ltd · 31 days quiet · $3,400 unbilled
- Kauri Builders · 19 days quiet · $11,850 unbilled
Two client updates drafted. Waiting for your OK.
Good morning. Three things need you today.
- Kauri Builders is waiting on you. An update is drafted.
- Three invoices are over 60 days. $18,400 in total. Chasers ready.
- Harbour Trust settles Friday. Checklist is 9 of 11 done.
Everything else is handled.
Agents finished 6 jobs while you slept.
Move 3 · Complete automation
Then the busywork does itself.
Agents take the digital jobs your team repeats every day: sorting, chasing, drafting, booking and reporting. They work while you sleep. Anything that leaves the building waits for your OK. You make the calls. They do the work.
- 06:00 212 overnight emails filed to the right matter Done
- 06:15 Morning brief sent to your phone Done
- 07:30 Updates drafted for 4 quiet matters
- 09:00 New enquiry researched, conflict check run, call booked Done
- 12:00 Timesheets turned into draft invoices Done
- 16:30 Overdue invoices chased, politely
- 17:00 Week so far: billed, unbilled and owed Done
That is about 4 working days, every week, back on work that needs a person.
- Nothing goes out without your OK
- Every action is logged and checkable
- Your data stays in your account
Monday morning, before and after
Drag to see the difference.
Already running
This is not a concept. It is in production.
The whole matter workspace, in one place.
A public site, a private case workspace, and the integrations that tie their existing tools together. Built and shipped surface by surface.
A command centre over 174 live jobs.
It reads their existing job database and replaced the board the whole team used to run work from. Live in production.
We run our own business on it.
Email, CRM, projects, marketing, finance and a client portal, all built on the same three moves. If it did not work, we would not run on it.
What happens on the call
30 minutes. You leave with your map.
We map your data
Where everything your business knows lives today, and what it takes to bring it into one place.
We find your first five jobs
The digital work worth handing to agents first, and the hours each one gives back.
You leave with the plan
Your three moves on one page. Yours to keep, whether we build it or not.
Let's map your three moves.
A call with Sam. No slides and no obligation. Bring your messiest process and we will show you what it looks like after.
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