Process automation consulting for firms buried in manual work
Business process automation consulting for financial services: advisors, RIAs, lenders, brokers, accounting and tax. We map how your work actually moves before building anything, so the systems stick instead of getting abandoned in 90 days.
Three leaks show up in almost every firm
They look like three separate problems. They are one problem: no system behind the work.
Capacity
The business runs through you. Every approval, every client question, every exception. The work stops the week you step away.
Revenue sitting uncollected
The work is done and the invoice is out, but nobody owns the follow-up. Aging drifts to 60 and 90 days because licensed people are busy with clients.
Growth that feels random
Referrals are not a strategy. Lead response is slow when the inbox is already full, so a good month and a bad month look the same from the inside.
Who we work with
Licensed, relationship-driven firms where the client work lives in the inbox: high email volume, documents that need chasing, and follow-up that slips the moment everyone gets busy.
- Advisors and RIAs
- Lenders and mortgage brokers
- Accounting and tax shops
- Owner-operated firms with heavy email and document volume
Why this operator
Curtis Boortz underwrote SBA loans, private credit, and asset-backed deals before building ForthWrite. Advisors chasing clients for paperwork, lending shops sorting files by hand: that is not a LinkedIn observation, that is where the work happened.
Every engagement starts by watching, not building. Most failed AI projects skipped that step and shipped guesswork.
Operated by Aesir Labs, LLC d/b/a ForthWrite.
How engagements work
Four phases, no templates. You get something useful out of each one before the next begins.
- 01
Diagnose
Free, 30 minutes
We look at your firm together. You leave with three workflows worth automating first, ranked by impact and feasibility, whether we work together or not.
- 02
Audit
Fixed scope, two to four weeks
We map how work actually moves, what your software can and cannot connect to, and where your data lives. You get a written deliverable before committing to any build.
- 03
Roadmap
30 to 60 day plan
Built for your firm, not a template: what to build first, what it costs you today, and what it is worth to fix.
- 04
Implement
Scoped from the audit
Custom builds, each shipping with a written SOP and live team onboarding. We stay until your people own the workflow.
Talk is cheap. The product shipped.
ForthWrite is a live AI email writer with 1,000+ installs and a 5.0 star Chrome Web Store rating, and it passed Google's CASA Tier 2 security review. That is the production standard behind every build we do. We are not here to force your firm into it. When the inbox is part of the map, it is ready day one.
What we do not do
- Paid advertising management
- Generic marketing-agency retainers
- Forcing your firm into a product it does not need
- Builds that skip observation and ship templates
Bring your worst workflow. We will tell you what to fix first.
Thirty minutes on where your time goes, where revenue sits uncollected, and where growth stalls without a system.
Schedule the diagnosticYou leave with three ranked automation opportunities, whether we work together or not.