Your best process lives in one senior employee’s memory. Write it down — once.
The follow-up cadences, reminder flows and alert routing your firm runs on — encoded once, executed every time, on real events.
Sound familiar?
The reminder that depended on someone remembering
Fee due in three days. Renewal in sixty. Follow-up tomorrow. Each one a sticky note — until the sticky note falls off.
A process only one person knows
When they’re out, the process is out. When they leave, the process leaves.
Consistency by mood
Some clients get three follow-ups; some get none. Not by decision — by whoever was busy that day.
How an automation runs
Automations fire on facts — a stage changing, a payment landing, a client going quiet — across every part of the OS. Nobody has to remember to start them.
What it does for your firm
Included in every plan — nothing here is an add-on.
Follow-up cadences
New leads, quiet leads, pending documents — each gets its own sequence, run the same way every time.
Reminder and escalation flows
Fees due, renewals coming, deadlines approaching — reminders that start early and escalate politely.
Alerts to the right person
Events notify the owner, then escalate — never a broadcast to the whole office.
Plain-English builder (early access)
Describe what should happen and get a reviewable automation. Rolling out to firms now.
Ask it anything about automations.
Ask Euphoric answers from your live data — with sources.
Ask Euphoric
212 runs: 140 fee reminders, 48 follow-ups, 19 alerts, 5 escalations. Zero failures.
Ask Euphoric
1,860 — 31 hours of manual work your team didn’t do.
Ask Euphoric
3 overdue invoices reach the manager tomorrow if unpaid; 2 quiet leads move to re-engagement tonight.
Questions firms ask about automations
Do I need a developer to set up automations?
No. Follow-up cadences, reminders and alert routing come configured for your Edition, and can be adjusted without code. A plain-English builder is in early access.
What can trigger an automation?
Real events across the OS — a stage change, a payment, a document upload, a deadline approaching, a client going quiet.
See automations running for your firm.
A 30-minute demo with your workflows, not a slide deck. First 100 firms get 20% off, locked for life.