Collina helps U.S. medical, dental and law practices find where the hours are leaking, fix the workflows underneath, and hand the whole thing back to your team documented.
Most owners suspect their back office is leaking time. Few know exactly where, how much, or which fix would pay off fastest.
The Audit answers that question. Over two weeks, we work alongside your team and find every recurring task that's quietly costing you billable hours. You get a written report that names the leaks, puts a dollar figure on them, and ranks each fix by how fast it pays back.
It's what we recommend for almost every new client. Two weeks, a fixed fee, and a written package at the end of it. If we don't find enough to justify going further, we'll tell you that plainly.
A report doesn't fix anything on its own. The Automation Build is where the recommendations actually get installed.
We build the simplest system that solves the problem — email handling, scheduling, invoicing, intake forms, firm-to-firm correspondence. Whatever the audit flagged as the biggest win, we build it, usually within six weeks.
Every workflow comes with a plain-language guide your team can follow. We train your staff, hand it over, and stay on call for thirty days. No software lock-in, no platform you'll be stuck with in two years. The systems belong to you.
Think of it as a fractional COO for the operational side of your practice — without the full-time cost or commitment.
This is not an automatic next step. Some clients take the build, run it themselves, and never need us again. That is a fine outcome. Where it makes sense, we stay on and own specific workflows directly, plus you get a senior advisor a phone call away for staffing decisions, tool choices, and the "should we hire for this or automate it" questions that come up constantly in a busy practice.
We keep the roster small on purpose. We would rather turn down a good fit than take on more than we can properly handle, and we will tell you directly if we do not think you need this.
30 minutes, no deck. We listen, identify the highest-leverage opportunity in your operation, and tell you whether we're the right firm to help — or who is.
We embed, observe, and time-stamp every workflow. By end-of-week-two, you have a written report and a sequenced action plan with hard-numbered savings.
We build the highest-ROI fixes from the audit. Most clients see the first quantifiable time-savings inside the first three weeks of build.
Your team runs the new systems. We measure the delta, hand over the documentation, and remain on call for thirty days. At this point the engagement can end. Many clients stop here and that is by design.
Only if it fits. For clients who want us to keep running specific workflows, or want an operating partner on call. Month-to-month, capped roster, senior-led.
A live personal-injury surgical practice with a front office buried in deposition scheduling, invoice prep, and payment chasing across dozens of law firms. We built a system that runs the inbox, prepares and sends the invoices, and follows up on deposition payments without anyone watching it.
Product sourcing, compliance review, and documentation that previously took two people to manage. We rebuilt it as a workflow that runs on its own, with a human approving anything that matters before it goes out. It is the same pattern we install for clients.
Book a call and we'll tell you plainly: whether your back office has the kind of problem we fix, what the biggest opportunity is, and whether we're the right firm to help. If we're not, we'll say so.
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