The operating system for your business.

Bring inquiries, appointments, client records, and billing together. We configure the workflows around the way your team works.

Discuss your first workflow See a client example

For Insurance & professional, new client call enters the LBOS operating layer. The work and its context remain connected until ready for agency review. The responsible person keeps the decision.

The work, connected

Keep the client and
the work together.

A client has sent some of the documents your team needs. See how a configured workflow organizes the file and prepares a follow-up for what’s missing.

LBOSClient workspaceExample: client onboarding
MC
Maya ChenNorthline Studio · Monthly bookkeeping
Ready for review

The conversation

01
MCMaya Chento your team

Ready to get started

We’d like help with our monthly bookkeeping. I’ve attached our details and previous accounts. What else do you need?

Business detailsPrevious accounts

Original message stays attached

The documents

02
Consultation checklist2 of 3 received
Business detailsReceived from Maya
Previous accountsReceived from Maya
Recent statementsStill outstanding

Matched to the same client record

The next action

03
Ask for recent statements
To Maya ChenDraft · not sent

Hi Maya, thanks for sharing your business details and previous accounts. Could you send your recent statements before our consultation?

Your team reviews before sending

Follow-up ready for your team’s review.

Two documents received. Recent statements still outstanding.

Explore the full demo
Explore at your pace

Illustrative configured workflow · Fictional client data.Nothing is sent or uploaded.

One example. Configured around your workflow.

The tools you already use

Keep your tools.Connect the work.

Connect inquiries from your website with client details, appointments, and payment updates in the same workflow.

  • Gmail
  • Twilio
  • Salesforce
  • HubSpot
  • Meta
  • Zoho
  • Google Calendar
  • Stripe
  • Square
  • Shopify
  • QuickBooks
Discuss your tools

We confirm the connections your workflow needs during setup. Custom connections for specialist tools can be assessed and scoped.

Beyond onboarding

More of the work
around every client.

Keep assignments, invoices, and review notes with the same client—so your team can see what needs attention next.

MC
Northline StudioMaya Chen · One connected client record
Illustrative moments
Fictional client records

Deliver the work

Know who’s on it.

Prepare the monthly reportDue Wed
JLJordanPreparing
SKSamReviews next

The task, the owner, and the next handoff.

Discuss work tracking

Follow through on billing

See what’s outstanding.

$1,250.00Unpaid

Monthly bookkeeping · Example invoice

Follow-up prepared For your team to review

Discuss billing

Prepare for the next review

Pick up where you left off.

Next quarterly check-in
Last discussed
Monthly reporting preferences
Bring to the conversation
Monthly report · In progress
$1,250 invoice · Unpaid
Discuss client reviews

Examples of workflows to scope with your team. Connections and review steps are agreed before implementation.

Explore: work tracking

Built around your team

Start with one workflow.
See how it connects.

During setup, we agree what runs automatically, what AI prepares, and what your team reviews. Follow one example through the tools and people behind it.

Illustrative workflow · Example approvals
More time for your clients

Bring us the process
that takes too much chasing.

We’ll walk through it with you, check what can connect, and define a practical first implementation. Scope, pricing, and support are agreed before building.

Discuss your first workflow