Categories / Professional Services
Professional Services
For practices that run on files, deadlines, and follow-up.
One missed deadline can cost more than a year of software. Professional-services systems keep every file on course. Coordinators, agents, and advisors get the checklist, the timeline, and the follow-up handled by procedure instead of memory.
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Transaction Coordinator Box
A five-tab spreadsheet operating system for transaction coordinators and solo agents: track every file, watch contingency dates against today, count closed income, and run a document checklist on every file.
Real Estate Starter 3-Pack
Three single-purpose templates: an open-house sign-in sheet that feeds your follow-up, a home showing scorecard for buyers, and a seller net-proceeds estimator.
Transaction Agent Setup Kit
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get a deadline watchdog, document chaser, weekly digest, and risk flagger, with a human in the loop on every send.
Templates & forms · $19 to $39
Single-purpose tools that do one job well: an estimate template, a sign-in sheet, a booking form. The entry point: cheap, immediately useful, and the fastest way to feel what a Procedura system is like.
Operating systems · $49 to $149
The complete workbook for a practice: linked tabs that share your jobs, clients, and numbers, so you enter data once and the pipeline, profit, and CRM stay in sync.
AI scripts · $29 to $79
Workflow prompt packs and guided setups for the functions that eat your week: sales follow-up, marketing, scheduling, client communication. In development.
AI agent systems · $149 to $199
Import-ready automation blueprints plus tuned prompts and a setup guide, for one critical workflow. The agent drafts; you approve every send. Nothing goes out on its own.
Business-in-a-Box bundle · ~25 to 30% off
Everything in the vertical, one listing, one price. The flagship offer for owners who want the whole stack at once. Coming soon. We build the rungs first, then bundle them.
Roadmap
On the research backlog
We research demand before we build. Nothing here ships until the numbers say it should. These are the professional services verticals under study:
- Insurance agencies
- Wealth management
- Law firms
- Accounting & bookkeeping
Keep exploring
Other categories
Contractors
For the trades: estimating discipline, pipeline visibility, and profit you can prove.
Explore →Home Services
For route-based service businesses: schedules full, techs on time, revenue recurring.
Explore →Medical
For front-of-house operators: bookings full, shelves stocked, revenue visible.
Explore →