Saves You 10+ Hours a Week
Streamline Your Business with Process Automation
Stratus Consulting helps busy business owners optimize their workflows through strategic process mapping and intelligent automation solutions, reducing costs and improving efficiency.
Have You Been Facing These Challenges?
We understand how time-consuming manual processes can be. Here’s how our automation software can help:
Problem 1: Repetitive Manual Tasks
Many individuals and businesses miss out on valuable deductions due to a lack of understanding or organization.
Problem 2: Process chaos and confusion
Workflows are disorganized and unclear, leaving teams unsure of how work gets done or who does what. The result is wasted time, inconsistent outcomes, and constant firefighting instead of smooth execution.
Problem 3: Errors in Data Entry
Human errors in data entry can lead to costly mistakes and delays. With automation, our software ensures your data is entered accurately, every time.
Problem 4: Difficulty Tracking Progress
Tracking and managing what's actually growing your company is difficult. Our process solution finds exactly what you need to be focusing on, so you're always in the know.
What We’ll Provide...
Process Mapping & Analysis
We analyze your current workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
Comprehensive workflow assessment
Bottleneck identification
Defined roles, responsibilities, and handoffs
SOP optimization & development
Process Automation
Implementation of smart automation solutions to streamline repetitive tasks and improve accuracy.
Document automation
Client intake optimization
Billing process automation
Case management integration
Why Choose Stratus Consulting?
Discover how we can help your business by offering tailored solutions that drive results and simplify processes.
Process & Automation Expertise
Proven ability to streamline workflows, meet business needs, and implement automation that scales with your company, all without the complexity
Tailored Solutions
Custom automation strategies designed specifically for your business, delivering targeted solutions that streamline your unique workflow requirements and operational demands
We understand that every business is different. Our automation tools are fully customizable to meet your specific business requirements.
Ongoing Support
Continuous optimization and strategic support to keep your intake process running smoothly, efficiently, and evolving with your company's growth.
Our software integrates seamlessly with your existing systems, and our dedicated customer support team ensures smooth onboarding and ongoing assistance.
Security Mindset
With security always top of mind, we approach every solution with best practices at the core, protecting your data, minimizing risk, and ensuring your workflows are built on a secure, reliable foundation.
Stratus Consulting is your shortcut to
Growing Your Company without the hassle.
Here’s What You Get…
Everything You Need To Grow Your Company Without The Hassle Of Hiring More People
What is included
Comprehensive workflow assessment
Bottleneck identification
Defined roles, responsibilities, and handoffs
SOP optimization & development
Document automation
Client intake optimization
Billing process automation
Case management integration
Risk Free
No Long-Term Contracts Required
We work in a phased approach. You'll get a phase-by-phase plan to approve. Start or stop between phases as you need.
Frequently asked
questions
Contact us via support if you have any more questions.
Can you work with the CRM we already use?
Yes. We don't push a single platform. We optimize and streamline whatever CRM or case management system you're currently using, or help you select and implement one that fits your firm's specific needs and growth goals.
How long does the intake optimization process take?
Most phases are completed in 30 days or less, including intake mapping, CRM workflow design, automation setup, and SOP creation. We work quickly without sacrificing precision or quality.
What size teams do you typically work with?
Our systems are ideal for small to mid-sized teams (5-25 employees) who need operational clarity, better visibility into their pipeline, and fewer dropped balls in the intake process.
Will my team be trained on the new system?
Yes. As part of every engagement, we include live walkthroughs, recorded videos, and simple documentation your team can follow. Our goal is to empower your staff, not leave you dependent on us long-term.
Ready to Get Started?
Don’t wait to automate your workflow and streamline your business operations. Get started today and experience the difference between
Contact Information
What to Expect
Initial Consultation
60-minute discovery session to understand your needs
Process Assessment
Comprehensive analysis of your current workflows
Custom Solution
Tailored implementation plan and timeline