How the scanner works
The scanner is rule-based: its suggestions are based on what your website shows, not on access to your systems. It reads the text, structured data and technology of your homepage to infer your industry — law, notary, accounting, dental or medical, real estate, construction, hospitality, e-commerce, consulting, agency, SaaS and others — and the services and locations you list.
It then looks for the mechanisms already in place: contact forms, online booking, a shop, chat, newsletter sign-up, careers pages, downloadable documents, online payments and review widgets, plus the CRM and marketing tools detected in the page. From that it ranks up to ten opportunities that are common for firms like yours and not yet visible on your site.
Examples for professional firms
Each opportunity lists why it fits, the effort to set it up, the likely impact and an estimated range of hours saved per month.
- Law firms: intake forms that qualify the matter and collect conflict-check details before the first call.
- Notaries: document checklists and reminders so clients bring the right papers to the signing.
- Accountants: automated requests for receipts and statements before filing deadlines.
- Clinics: appointment reminders and recall messages that reduce no-shows.
- Every sector: invoice reminders, review requests after a completed matter and routing enquiries to the right person.
Reading the estimates honestly
Hours-saved ranges are rough estimates based on typical volumes for a small firm, not measurements of yours. A practice with five enquiries a week saves less from intake automation than one with fifty. Use the ranking to decide what to look at first, then check the numbers against your own volumes with our automation ROI calculator.
The module score reflects automation maturity: a high score means your site already shows booking, CRM forms, chat or payments, so fewer obvious opportunities remain.
Good automation keeps a person in charge of judgement. Software can collect documents, send reminders and draft replies, but advice, engagement decisions and anything sensitive should still be reviewed by your team. Start with one repetitive process, measure the time it saves, then decide on the next.
From suggestion to project
Pick the highest-ranked opportunity with low effort, write down how the process works today, and estimate its monthly volume. If the numbers justify it, start with a small pilot for one team or one service line. That keeps risk low and gives you real data on time saved before you extend the automation to the rest of the firm.