Robots do the paperwork.
People do the people work.
Enterprise-grade RPA, made accessible for SMBs. We build, deploy, and maintain custom software robots that handle your repetitive busywork — so your team can focus on what actually requires a human.
Full probate administration — from death certificate intake through document generation, DocuSign coordination, e-filing, and calendar updates. Human oversight at every checkpoint.
- Manual intake across multiple systems
- Copy/paste between case management tools
- Error-prone document assembly
- Manual e-filing and calendar updates
- Paralegal burnout and re-hiring every 12-18 months
- Automated intake from forms and email
- Robot creates CRM entries and generates docs 80-85% complete
- Auto e-filing with calendar sync
- Paralegals freed for client-facing work
- ~$100K annual savings, zero burnout-driven turnover
We automate where you operate
Software robots that work like your team — but never make mistakes.
The work is predictable. The process is defined. A software robot — built specifically for your environment — just happens to be doing it. It never makes a typo, never skips a step, never needs a sick day — and finishes in minutes what takes your team hours.
Your existing systems
No new software to learn, no new platforms to manage. The robot operates inside the apps and websites you already use — same login, same interface, same workflow.
Rules-based, fully deterministic
Every action follows a defined set of rules, and robots love rules. 100% consistent execution, every time — no exceptions. That’s why regulated industries trust us.
Human oversight
The robot executes. Your team reviews. Every workflow has checkpoints where a human confirms, approves, edits, or adds work, before the robot proceeds.
Deterministic. Reliable. Human-verified.
Humans oversee.
Robots execute.
Each robot operates in your existing tech stack — no new platforms required. Your team provides oversight wherever necessary.
Client Onboarding
Captures form and email data, creates CRM or CMS entry, saves documents, sets up new client in various systems
Speaks to client, reviews output, provides oversight
Document Generation
Generates, assembles, and edits documents from your templates, preferences, and collected data. Then your team adds the nuance, discernment, and expertise.
Provides the parameters, reviews, and finalizes
Medical Records
Creates HIPAA auth forms, sends to providers, retrieves records, classifies, names, and identifies missing records
Provides oversight for purchasing, reviews incoming records
E-Filing
Logs into court portals, uploads and downloads documents, e-files cases, captures file numbers, updates firm calendars
Oversight at submission
Bridging Applications
Logs in to multiple sites or apps, copies and pastes into designated files, compares data, generates reports
Reviews output
Reporting
Generates weekly/monthly audit reports on automation performance, or any other metrics important to the organization
Reviews reports
“The bot has saved my 6-person team at least 3 days of work per week. And for me personally, it has saved me from having to work nights and weekends. It has truly been a life saver.”
Rigorous delivery, from discovery to deployment.
Every engagement follows a structured process in order to build your unique robot. We use a collaborative, iterative approach throughout the process and our relationship.
Discovery
We identify the best first process. Where is the most muck in the gears of your machine? We’ll assess complexity, feasibility, and ROI potential.
Scope
We create the Process Design Document — charting out your current process, understanding all the rules, and flushing out exceptions. This is a collaborative process that begins in our initial discovery meetings and continues through business analysis.
Design
Once we understand your current process, we draft the Solution Design Document which provides the foundation for our development team. You sign off before we build.
Build
Our developers get to work bringing your robot to life. Our team works with yours — meeting every two weeks — to collaborate and affirm alignment.
Testing
We test the robot in your environment. We deliver your robot handbook and provide any training.
Deploy + Support
Your robot goes live. But don’t worry — we stay on as your automation partner to monitor, maintain, optimize, and problem-solve as needed.
Complexity-driven pricing
drives scale.
One-time development and implementation fee + monthly subscription. Built to scale — same monthly price no matter how much work the software robot is doing. Every engagement includes monitoring, maintenance, documentation, and discounted enhancements.
Rules-based, repetitive, single-system processes.
- 1–2 applications
- Linear rules
- Structured data
- Low exception rate
- Graphical User Interface automation only
- Daily transaction volume: <50
Multi-system, conditional logic, some document processing.
- 3–4 applications
- Conditional rules
- Semi-structured data
- Medium exception rate
- Graphical User Interface + some API
- Basic Optical Character Recognition / Intelligent Document Processing
- Daily transaction volume: <200
Enterprise workflows, decision trees, unstructured data.
- 5+ applications
- Decision-tree rules
- Unstructured data
- High exception rate
- Graphical User Interface + API + database + ERP
- Advanced Optical Character Recognition / Intelligent Document Processing
- Daily transaction volume: >200
Start with one process.
Prove ROI. Scale from there.
No massive rollout. No six-figure commitment. Pick your worst bottleneck, let us automate it, and see the results before you expand. That's the Techrobotic model.
Automate Your Business