Workflow Audit
A free working session to review your current process, identify the bottlenecks, and choose what to improve first.
- 45 minutes of your time
- Free — you keep the written audit
- Priorities, estimated time savings, and a practical next step
WORKFLOW AUTOMATION · METRO DETROIT
Less chasing. More time for your clients.
I help small professional service firms fix the follow-ups, intake, and repetitive admin that keep piling up. I work with your existing tools, build the workflow, and show your team how to use it.
Not ready for a call? Tell me which task keeps getting pushed to tomorrow.
Work directly with Neil Barris. Start with a free audit; decide on implementation after you see the plan.
Follow-ups that do not depend on your memory
Cleaner intake and fewer missing details
Your existing tools, connected where practical
Metro Detroit based · Founder-led
WORK WITH US
A simple path to practical AI
Start by finding the workflow worth fixing. If implementation makes sense, agree on the scope and price before any work begins.
No retainer required to get started.
Starter Pack
A focused 30-day implementation to get your first practical workflow improvements live without overcomplicating the business.
- About 30 days
- $2,500-$3,500
- Best for 3-5 recurring admin bottlenecks
- Outcome: core automations live, team trained, cleaner weekly workflow
AI Co-Pilot Retainer
Monthly support for businesses that want a steady implementation partner after launch.
- Month-to-month
- $750 / $1,500 / $2,500 per month
- Monitoring, tuning, fresh automations, and ongoing support
Need a larger project or team training?
ADDITIONAL SERVICES
Additional services for larger or specialized needs
For businesses with more advanced needs, Sidecar Advisory also offers broader implementation, custom workflow builds, and team training.
Full Practice Automation
A broader operational build for firms that want systems, not one-off fixes.
- Best for
- Practices with multiple handoffs, repetitive admin, and growth pressure.
- Timeline
- 60-90 days
- Pricing
- $5,000-$9,000
- Outcome
- 8 to 12 workflows improved, documented, and adopted by the team.
Custom AI Integration
Custom work for firms with unique systems, data, or client-facing processes.
- Best for
- Businesses that have outgrown off-the-shelf automations.
- Timeline
- 90+ days
- Pricing
- $10,000+
- Outcome
- A bespoke workflow or integration designed around how your business really runs.
Workshops & Training
Hands-on training for teams that need practical AI fluency, not theory.
- Best for
- Offices, chambers, and professional groups that want usable training.
- Timeline
- Single-session workshop
- Pricing
- $75-$150 per person
- Outcome
- A team that understands where AI helps and how to use it responsibly.
KNOW WHAT YOU ARE GETTING
A useful plan before you commit.
Bring one process that is slowing your team down: chasing a quote, collecting intake details, or copying the same information between tools. We will map what happens today and where a change could help.
You keep the written audit. If you want help implementing it, we will agree on the scope, cost, and success measures first. If your existing process is already doing the job, I will say so.
How we calculate savings opportunities
Time audit
Where manual work is eating up staff hours.
Workflow review
Where follow-up, intake, and recurring admin can be automated.
Tool overlap
Where software is duplicated or underused.
Labor value estimate
What those inefficiencies cost over a year.
Time savings are estimates, not guaranteed cash savings. We account for software costs and the review work that still needs a person.
OUR FOCUS
Built for professional services.
For small teams handling recurring client requests, documents, deadlines, and follow-ups.
Insurance Agencies
For independent agencies and small broker teams.
- Quote follow-up, renewal reminders, and client communication
- Document-heavy admin that slows producers and account managers down
- Better consistency across follow-up and servicing work
Law Firms
For small firms that need cleaner intake and case support.
- Client intake, scheduling, and status communication
- Document summaries, drafting support, and internal handoff notes
- Less admin drag around non-billable work
Real Estate Offices
For offices juggling lead response, listings, and agent support.
- Lead nurture, listing support, and client follow-up
- Internal communication around transactions and deadlines
- Faster response times without adding more admin overhead
Accounting Firms
For firms buried in recurring requests, files, and reporting cycles.
- Document handling, deadline tracking, and routine client communication
- Cleaner recurring reporting and monthly-close support workflows
- More capacity during busy seasons without chaos behind the scenes
NOT IN PROFESSIONAL SERVICES?
Sidecar Advisory focuses on professional services first, but the work is still about small-business operations. If your business runs on repeat admin, client communication, and process bottlenecks, reach out. If it is a fit, I will tell you.
Send us a note → hello@sidecaradvisory.comWORKFLOW EXAMPLES
What could we take off your plate?
Illustrative workflow ideas, not client results. The right setup depends on your tools, process, and review requirements.
When a quote is sent, create a follow-up task and a draft reminder. Staff review the message; a reply closes the loop. Measure overdue follow-ups and time spent chasing each quote.
Collect intake details in one place, flag missing information, and route the request to the right person. Your team reviews each submission. Measure time from inquiry to a complete intake.
Track which documents have arrived and prepare reminders for missing items. Staff approve exceptions and sensitive messages. Measure time spent checking and chasing each client file.
No savings guarantee: results depend on the starting process, implementation, and team adoption.
THE PROCESS
Simple from day one.
Get your Workflow Audit
45 min · Free
We review your current workflows, spot where time is getting lost, and leave with a shortlist of the best opportunities.
Launch a Starter Pack
About 30 days
We implement the highest-value workflow improvements first, get the tools working, and train the team so the changes stick.
Continue with AI Co-Pilot
Ongoing
After launch, we stay close, improve what is working, and help you keep building without adding internal overhead.
ABOUT NEIL
The guy behind Sidecar Advisory.
I'm Neil Barris. I live here in Metro Detroit with my wife and two kids, and I started Sidecar Advisory because I kept seeing the same thing: small businesses getting sold on AI tools that nobody actually used.
I spent nearly a decade in customer success and technology adoption, helping companies get real value from the software they were already paying for. That work taught me one thing clearly — the tool is never the problem. Implementation is.
Sidecar Advisory exists to close that gap for Metro Detroit small businesses. No jargon, no generic demos, no technology for its own sake. Just practical AI built around the way your business actually runs.
FOR PROFESSIONALS
Do you serve small businesses?
If your clients ask about AI, workflow issues, or how to get more out of their tools, this is built for you. Sidecar Advisory works well alongside CPAs, bookkeepers, attorneys, brokers, agencies, and trusted advisors who serve small businesses.
01
$500 referral fee when a referred client engages — plus reciprocal referrals back to your firm
02
Clear scope with no awkward overlap in your client relationship
03
Practical implementation help you can confidently send clients to
READY TO TALK IT THROUGH?
Which task would you like off your plate?
Book a free Workflow Audit, or send me a few lines about the process that is slowing you down. You do not need to know which AI tool to use.
A free 45-minute working session to review your process and put the next steps in writing.
Pick a time.
A free 45-minute working session to review your process and put the next steps in writing.
Calendar not loading? Open Calendly directly or send me a note.