The LBOS product
Explore the LBOS
operating system.
Customer records, conversations, scheduling, work, and billing share one platform. The applications, workflows, and connections are configured around your business.
The platform at a glance
The work your
business runs on.
Connected areas of one platform. We confirm the capabilities included in your setup.
- Customers & conversations
- Keep the relationship, messages, and documents together.
- Work & scheduling
- Organize appointments, assignments, and the people responsible.
- Billing & follow-up
- Keep invoices and payment status connected to the customer.
- AI & automation
- Define the steps LBOS prepares or carries out and where people review.
A closer look
Explore a client onboarding example.
Open the client file, inspect the missing documents, edit the follow-up, and follow the example through review and a simulated client response.
Interactive interface prototype · Fictional client data · Nothing is sent or uploaded.
Elm Advisory Client operationsInteractive conceptJLMaya Chen
Northline Studio · Monthly bookkeeping
Ready for your team.
The complete file is ready for staff review.
Your team takes it from here
The information is together. Your team decides when professional work can begin.
A working interface prototype, not a live professional-services product. Nothing is sent or uploaded.
People at the right moments
Define what LBOS handles
and where people step in.
During setup, we agree which routine actions can run, what AI prepares, and which decisions your team reviews. Exceptions have a defined next step.
In the onboarding example
LBOS prepares- The details from the conversation
- The missing information to request
- A draft and a proposed next step
- What needs approval before it happens
- How to handle an unusual request
- When the work is ready to move on
Works with your business
Configure the platform
around your business.
We define the work areas, records, team responsibilities, and connections your setup needs. Where a specialist tool requires a custom connection, we assess the requirements and agree its scope before implementation.
- Work areas and records
- Required connections and access
- Team responsibilities and reviews
- Initial scope, testing, and support responsibilities
Examples of tools to discuss. Connections and available actions are confirmed for your setup.
A few useful answers
Before you
get started.
Which capabilities are available for our business?
Availability depends on the application, industry, and connections required. We review your requirements and confirm the capabilities included in your setup before implementation. The interactive prototype on this page illustrates one workflow; it is not a list of features available in every setup.
Do we have to change all our tools?
We start by reviewing what you already use and where the work gets stuck. Connections are scoped around your workflow, including what information can move and which permissions are needed. We confirm those details before agreeing the setup.
Is this only for professional services?
Professional services are one focus within the broader LBOS platform. Our direction also includes local service, appointment, and commerce businesses. The right starting point depends on your industry, current tools, and the process you want to improve. We’ll confirm what fits your business in the first conversation.
Does AI act without our team?
We agree which steps LBOS can prepare or carry out, which need approval, and when a person should take over. In the example above, the follow-up is reviewed before the simulated delivery.
Is the example connected to a real business?
No. It uses fictional records and runs in your browser. You can edit the draft and explore the steps without sending a message or changing a real client file. The screens illustrate a workflow; your setup is scoped with your team.
What does getting started look like?
We review the work areas, people, and tools you want to connect, then define an initial scope. We agree what will be configured, the required connections, testing, pricing, and support responsibilities before implementation.
Built around your team
Discuss your LBOS setup.
We’ll review the work areas, people, and tools you want to connect, then agree an initial scope, pricing, and support before implementation.
Discuss your setup See how setup works