Run your back office on BOSS

BOSS is Back Office Systems and Services. One platform and a pro team that handle billing, scheduling, compliance, finance, CRM, and reporting.

You focus on revenue. We run the rest.

Used by owners in healthcare, legal, construction, and professional service

Used by owners in healthcare, legal, construction, and professional service

THE PROBLEM

Your Back Office Is Burning Cash.

Every hour you spend on paperwork is an hour you don’t bill.
Every compliance slip risks a fine.
Every payroll mistake eats profit.

Most small firms and clinics are bleeding tens of thousands per year on expensive labor and lack of systems.

THE SOLUTION

Back Office as a Service: More Profit, Less Overhead.

Instead of paying staff, juggling software, and fighting fires, plug into our BOaaS platform. Replaces $100K+ in admin salaries, consultants, and wasted tools.

Our clients see:

  • +38% more revenue captured from intake + billing consolidation

  • 62% fewer admin hours wasted

  • 3.4x client retention with automated renewals and memberships

Industries we work with

  • Admin eats billables. Panels squeeze margins. See how firms like yours recover revenue and protect profitability.

  • Burnout costs more than you think. Capture every dollar of revenue while cutting overhead.

  • From immigration to PI, we help practices cut costs, stay compliant, and grow profitably.

  • Systems

    Your operating system for the back office. Invoices, collections, scheduling, documentation, CRM, dashboards.

  • Services

    Real operators behind the scenes. Billing, receivables, credentials, vendor wrangling, reconciliations, compliance upkeep.

  • Scale

    Playbooks and automation that unlock growth. Fewer mistakes. Faster cash. Clear visibility.

WHAT WE FOCUS ON

Make the business run without you.

✔️ Install enforceable SOPs and automations your team actually uses

✔️ Cut cycle time and error rates across core workflows

✔️ One source of truth: dashboards, alerts, and audit trails

✔️ Governance: clear owners, SLAs, and QA checks

✔️ More output with the team you already have

✔️ Attribution IDs and before/after metrics from day one

✔️ Moves the business toward owner-independent operations

Position for maximum enterprise value and premium sale.

✔️ Package the company for a premium sale (buyer-ready SOPs)

✔️ Clean financials and contracts organized in a live VDR

✔️ Sale-Ready Score with concrete milestones to lift EV

✔️ Succession: install a second-in-command

✔️ Diligence readiness: policies, renewals, and compliance in one place

✔️ Proof of performance: metric cards buyers trust

✔️ Months-not-years path to “ready for offers”

POPULAR SYSTEMS

  • ✔️ What it fixes: Manual bids, missed deadlines, low win rates
    ✔️ What we install: Intake parser, spec extractor, auto-bid generator, approval flows, win/loss tracking
    ✔️ Result: 30–70% faster submissions, more wins, clean attribution metrics

  • ✔️ What it fixes: Slow drafting, error-prone templates, wasted paralegal hours
    ✔️ What we install: AI-powered drafting engine, template packs, approval workflow, audit trail
    ✔️ Result: First-pass accuracy >95%, hours saved per document, consistent language

  • ✔️ What it fixes: Missed obligations, hidden risks, review bottlenecks
    ✔️ What we install: Contract/brief parser, clause flagger, risk dashboard, QA checks
    ✔️ Result: Faster reviews, fewer missed terms, clear obligations tracked

  • ✔️ What it fixes: Disorganized case files, slow intake, wasted attorney time
    ✔️ What we install: Intake workflows, auto-drafted pleadings, case tracker, motion library, summary-judgment prep engine
    ✔️ Result: 50–70% cycle-time reduction from intake to dispositive motion

  • ✔️ What it fixes: Manual intake, fragmented data, costly prep time
    ✔️ What we install: Client intake portal, relational database (people, assets, roles), automated trust/will generation, checklists
    ✔️ Result: Plans generated in days instead of weeks, reduced attorney review hours

The Back Office That Pays for Itself.

Our playbook delivers hard financial ROI . . Not theory.

Practices using BOaaS consistently:

  • Save $50K–$150K/year vs in-house staff + tools

  • Avoid fines, penalties, and malpractice risk

  • Turn admin bloat into predictable margin

FAQs

  • ✔️ Because every business is different. The Diagnostic gives you baselines, bottlenecks, and a costed 90-day plan before you commit. You also get one quick win shipped and a metric card with your own data.

  • ✔️ Then you don’t move forward. You keep the deliverables, and you’ll know exactly why. No wasted spend.

  • ✔️ Run is for capable operators who want more output with the team they already have.

    ✔️ Exit is for owners preparing for succession or a sale who need buyer-ready SOPs, financials, and KPIs.

  • ✔️ Only as part of the Diagnostic or a build. This keeps quality high, results measurable, and avoids scope creep.

  • ✔️ Diagnostic slots open weekly. Reserve online, choose a kickoff date, and we begin within days—not months.

  • ✔️ Every workflow we touch gets an Attribution_ID and a before/after metric card. You’ll see the lift in numbers, not just words.

  • ✔️ Yes. We separate non-legal operating systems (delivered by our MSO) from licensed legal services (delivered by attorneys under separate engagement).

  • ✔️ Yes. We also de-identify and aggregate any data before using it in benchmarks or case studies.