What happens after you submit a request.

You will always know what happens next, what it costs, and what we need from you. On your first system, nothing is charged until you have seen it working. Later projects start with a 50% deposit.

We build your first system before you pay. If you decide not to buy it, you owe nothing and the system stays with us. See the terms.

The five steps

How every project unfolds.

  1. Talk

    We respond personally and schedule a brief call about your business, your customers, and the obstacles you face. We ask thorough questions so the plan reflects how you already work.

    You get
    Notes from the call and initial recommendations.
    Your part
    Share your most pressing challenges.
  2. Plan

    We prepare a plan that specifies what we will build, how long it will take, and what it will cost. Nothing is charged at this stage.

    You get
    A written plan, a timeline, and a clear quote.
    Your part
    Review the plan and ask questions.
  3. Build

    Once you sign the scope and the Client Acknowledgment and send us what the build needs, we build your first system and share progress along the way. On your first system, all of this happens before you pay.

    You get
    Working previews and plain language updates.
    Your part
    Prompt feedback on each preview.
  4. Decide

    You have 7 days after the walkthrough to decide. If you keep it, we proceed to launch. If you decline, you owe nothing, we remove the system from your accounts, and it stays with us.

    You get
    A guided walkthrough and time to test it.
    Your part
    Candid feedback on what works and what does not.
  5. Launch

    When you decide to keep it, we issue the invoice, which is due on receipt. Then we take the system live, test it with you, and train your team. An optional support plan keeps everything current.

    You get
    A live system, training, and a written guide.
    Your part
    Time for a training session with your team.
    Our access
    Your systems live in your own accounts. While we work, you add us as an admin. At handoff, we tell you in writing what access we still have and give you written steps to remove it. You can remove our access at any time, and we remove it ourselves if a plan ends.

What we will request

What we ask you for, and when.

We keep every request brief and explain why we need it. You will never have to guess what comes next.

  • A written quote before the build. You approve the scope and price first.
  • Accounts in your name. Your domain, tools, and data belong to you.
  • A single point of contact. The same person from start to finish.
After your request
A time for a brief call, and anything you would like us to review first, such as current documents or websites.
Before the plan
Your most frequently asked questions, the tools you currently use, and who will use the new system.
During the build
Logos, photographs, templates, or sample documents, and access to the applications we connect, established in your name.
At each preview
Prompt feedback, so we can make adjustments before anything is final.
At the decision
A clear decision on the first system, and a training date if you keep it.
After launch
A brief review of what is working, and recommendations for what to improve next.

Privacy

Your information and your data.

A plain language summary of how we handle information, on this site and in your projects. The full text is in our Privacy Policy and Personal Data Promise. If something is not covered there, ask us in the form below.

What we collect
The information you enter in our forms: your name, contact details, business details, and a description of what you would like to improve. Please omit client names and case details.
How we use it
To reply to your request and prepare your plan. We never sell it. The Privacy Policy lists every use.
Drafts on your device
While you complete a form, your answers are saved in your own browser so they are not lost. Select Clear form to remove them.
Data in your project
We build and test with sample data. We use your real data only if you decide the work needs it and sign our data addendum. Accounts are set up in your name.
AI tools
We select tools and settings that do not use your data to train AI models, and we document those settings for you.
Your requests
Ask us to correct or delete the information you submitted, and we will do so.

FAQ

Frequently asked questions.

Law office questions are answered on the law offices page. If your question is not listed, submit it below and the answer will be posted here.

Getting started

Do I need prior knowledge of AI?

No. We explain everything in plain language and train your team on the features they will use.

What should I prepare before our first call?

Nothing formal is required. A list of your most pressing challenges is sufficient. Examples of documents, spreadsheets, or websites you admire are also helpful.

How long does a project take?

Every quote includes a timeline. The schedule depends on the scope of the project, the readiness of your content, the number of tools we connect, and how promptly previews are reviewed.

Do you work with clients outside Houston?

Yes. We serve clients across the United States, and most projects are conducted by video call, phone, and email.

Cost and risk

What if the first system does not meet my expectations?

You owe nothing for it, and you do not keep it. We remove it from your accounts and it stays with us. Costs you paid directly to outside providers, such as a domain or software, are yours either way. This offer covers one starter system per client.

How does the First System Promise work?
  • We build one starter system before you pay. It is one product from our list, P1 to P8, with a list price of up to $1,750.
  • This offer is once per client.
  • Before we start, you sign the scope and the Client Acknowledgment and send us everything the build needs.
  • After the walkthrough, you have 7 days to decide. If we do not hear from you, we send one reminder and wait 3 more days. No answer after that, or using the system live, means you kept it.
  • If you keep it, the invoice is due on receipt.
  • If you decline, you owe nothing for it and you do not keep any part of it. We remove it from your accounts and it stays with us.
  • Anything you paid directly to outside providers, such as a domain, is yours either way.
How much does a project cost?

Our services page lists a starting price for every product and service. Your written quote gives the exact price before any work begins. Texas sales tax is added where it applies.

How do payments, deposits, and refunds work?
  • First system: no deposit. The invoice is due on receipt once you keep it.
  • Later projects: 50% when you sign and 50% at launch.
  • How to pay: check, bank transfer, or Zelle. Card payments will be added later. A check counts as paid once it clears, and work waits until then.
  • Sales tax: Texas sales tax is added where it applies.
  • Refunds: a full refund if you cancel before work starts. After work starts, we refund the deposit minus the hours worked at $75 an hour. No refund after launch, but we fix anything that does not work as the scope describes for 30 days. No refund for the current month of a plan.
  • Late invoices: we send a reminder at 7 days. Support pauses at 15 days past due. At 30 days, the plan ends with notice, we send a handoff guide, and we remove our access. We never shut off or delete your system to collect.
Are there costs from other companies?

Our tools run on outside services, such as Cloudflare for hosting and an AI provider for AI features. Those companies set their own terms, prices, and uptime, and we do not control them. When a tool needs an outside account, it is opened in your name and you pay that company directly. Typical costs are hosting at $0 to $5 a month, a domain at about $20 a year, and AI usage at $20 to $150 a month. Your quote lists the ones your project needs.

What if my needs change during the project?

We discuss it with you first. If a change affects the price or timeline, we update the quote in writing before performing the additional work.

Is your responsibility for a project limited?

Our responsibility for any project is limited as the Client Services Agreement describes. In most cases, that limit is the fees you paid us in the 12 months before the claim. We are not responsible for lost profits or for decisions made from a tool's output.

Technology and data

What happens to my data?

We build and test with sample data. We use your real data only if you decide the work needs it and sign our data addendum. Accounts are set up in your name, and you can ask us to return or delete your data at any time.

How do you protect confidential information?
  • We build and test with sample data.
  • We use your real data only if you decide the work needs it and sign our data addendum.
  • We never ask for your passwords. You add us as a user in your own accounts.
  • We never sell your data, and we choose tools and settings that do not train AI on it.
  • You can ask us to return or delete your data at any time. We delete it within 30 days of your request or the end of the project, and confirm in writing if you ask.
  • If we learn your data was exposed while in our care, we tell you within 72 hours.
Who owns what you build?
  • Your data and your accounts are always yours.
  • The finished system becomes yours once it is paid in full.
  • We keep our general tools, templates, and methods, and we license them to you as part of your system so it keeps working.
  • A first system you decline is never delivered. It stays with us.
Will you have access to our accounts?

Your systems live in your own accounts. While we work, you add us as an admin. At handoff, we tell you in writing what access we still have and give you written steps to remove it. You can remove our access at any time, and we remove it ourselves if a plan ends.

Which tools and platforms do you use?

We select tools based on your needs, budget, and privacy requirements. We prefer reliable, widely used platforms so you are never locked into an obscure product.

Will AI replace my staff?

No. The goal is to relieve your staff of routine work so they can focus on tasks that require human judgment.

Working together

How will we communicate during a project?

Through the method you prefer: email, phone, text, or video calls. Our hours are Monday to Friday, 9 AM to 6 PM Central, and we reply within 2 business days. Support plans have faster reply times.

What if an issue arises after launch?

For 30 days after launch, we fix anything that does not work as the scope describes, at no charge. After that, a support plan covers repairs and updates, or we bill $75 an hour.

Can you improve a system we already have?

Yes. We can update an existing website, reorganize a spreadsheet system, or maximize the value of tools you already pay for.

Do you work in Spanish?

We work in English. A Spanish version of a website or tool is available when a professional translator checks the work. The translator's cost is billed to you.

Ask a question

Submit a question.

Submit a question and we will answer it personally. Answered questions are added to the FAQ above so future visitors can find the answer.

  • We publish only the question and answer, never your name or email address.
  • Please omit client names and other private details.
  • If you prefer a private answer, please note that in your question.
One or two sentences are sufficient.
Only needed if you would like a direct reply. It is never published.

First System Promise

Your first system is built before you pay.

We build your first system before you pay. If you decide not to buy it, you owe nothing and the system stays with us.

One starter system per client, from products P1 to P8, with a list price up to $1,750. You sign the scope first, and you have 7 days after the walkthrough to decide. See the terms.

Begin with step one.

Tell us about your business in a few brief steps. We will respond personally to schedule an initial call.

Get a quote Ask