Custom Workflow Automation

Workflow Automation

Custom workflow automation for real estate and professional services: connect your tools, reduce repetitive office work, and keep staff in control.

Life Tap Labs is based in Florida and builds custom workflow automation for businesses nationwide. We specialize in real estate and also serve professional services, including accounting, consulting, recruiting, and legal teams. We connect the tools your team already uses to help with documents, reports, client follow-up, approvals, and company information. We agree what to build together before work begins.

Illustrative workflow exampleDocument Intelligence - Clean Packet
Current process example
Source docs
Mixed files
Mapped
AI layer
Classify
Manual labels
Classified
AI layer
Extract
Copy fields
Fields extracted
AI layer
Flag issues
Found late
Issues surfaced
Review
Staff checks
Human approves
Clean packet
Rework
Packet ready
~1-2h
~3-4h
4h+
~2-3h
~1-2h
< 30m
Current steps
Manual steps
Example flow
Example assisted steps
Friction identified
Files opened by hand
Labels vary by person
Fields copied manually
Spreadsheet work repeats
Missing info found late
Review cycles restart
Where automation could help
Document classification
Type and owner detected
Field extraction
Key details structured
Missing-info detection
Contradictions flagged
Possible outcomes
Document steps shown
Illustrative example only
Fewer missed fields
Missing details flagged for review
Clean review packet
Reviewer stays final

AI role: classify, extract, and flag document issues

Concept example only; results depend on scope and are not measured.

Pricing

Custom pricing

Each workflow project gets a custom price. Before work begins, we agree what to build, which tools to connect, how we will test it, how your team will use it, and what support is included. If the process needs more planning, we agree on that work and its cost first.

Deliverables

A simple plan showing what we will build.

Process
Not the right fit

When another step may fit better.

Another need comes first

Customers have trouble finding your services or getting in touch with you.

Frequently asked questions

Answers before you get started.

Learn what is included, how your team stays involved, and what to expect.

What is AI workflow automation?

Workflow automation connects the tools your team already uses to handle repeated tasks, such as organizing documents, updating customer records, preparing reports, or sending follow-ups. Staff can review work that needs a person’s judgment.

Can you build a custom AI assistant?

Yes. If it fits the task, we can build a custom AI assistant and connect it to your tools. Your team can review its work before important decisions or messages go out.

Can this work with our documents or tools?

Often, yes. We first check which documents and tools you use, then confirm what the project can include.

How do you handle review and accuracy?

Before launch, we agree what information it can use, which results your staff should check, and what it should do when details are missing or unclear.

What happens if we do not have the workflow fully defined?

We can first meet with your team to understand the current process and decide what would help. We agree on any planning cost in advance. If needed, the build gets a separate quote.

What does a completed workflow project include?

We build the agreed automation, connect the tools, and test it with your team before it is used every day. Your quote explains what is included, the expected timing, and available support.

Start Here

Talk with us about your business.

Tell us which tasks take up too much time and what tools you use. We will help you choose what to automate and what your team should check.