Five industries where we've already done the homework.
Law Firms
Client acquisition that respects state bar advertising rules. Intake systems built for confidentiality from day one. Referral networks that don't feel like lead gen.
Medical & Healthcare
HIPAA-compliant funnels and CRM flows. Patient acquisition for practices, DTC, and B2B2C. Outreach that passes compliance review on the first pass.
Finance & Fintech
FINRA and SEC-aware marketing systems. Disclosure management baked into the sequence builder. Growth infra that doesn't trip the regulator.
Tax & Resolution
Circular 230 compliant outreach. Referral partner networks. Lead qualification that filters the unqualified before they waste an EA's time.
Debt & Credit
TCPA and state-level collection law sensitive. Lead gen that won't trigger a class action. Licensed-state-aware distribution.
“GTM” means something specific here.
Intake & Qualification
Smart intake flows that capture what matters, filter what doesn't, and hand off only qualified prospects to licensed humans.
Client / Case Routing
Territory, specialty, and compliance-jurisdiction-aware routing. The right lead lands on the right person, the first time.
Nurture Sequences
Long-cycle nurture that respects the decision timeline of regulated purchases. Compliance-reviewed templates, tone-matched to the audience.
Referral Systems
Partner networks with tracking, attribution, and revenue share baked in. The referral source stays informed without drowning in status emails.
Revenue Attribution
Closed-loop reporting from first touch to resolution, built so finance and compliance can both read it without translation.
The constraints we build around.
Regulatory frameworks aren't speed bumps to this work — they're load-bearing columns. We design with them in mind from the first whiteboard, which is why our systems pass review the first time.
PHI handling, BAAs, audit trails
Jurisdiction-aware disclaimers and solicitation rules
Disclosure, approval workflows, recordkeeping
Tax practitioner standards for client communication
Consent tracking, SMS/call compliance
Licensing-state-aware routing and copy
We built this for Community Tax.
Five independent Vercel properties powering tax resolution GTM across Enterprise, Direct, Spanish-language Direct, a partner portal demo, a marketing AI workspace, and a full continuing-education LMS — each scoped for Circular 230, multi-state licensure, and the sensitivities of audiences under IRS collection pressure. The compliance lens is baked into every page.
Ask about the Community Tax engagement →Compliance-adjacent questions.
Can you work with our compliance team?
We expect to. Every deliverable goes through your review process, and we build tracked-change systems so revisions are trivial to implement. Compliance isn't a final boss -- it's a collaborator from the kickoff.
What platforms do you know?
Salesforce, HubSpot, Clio, MyCase, Lawmatics, athenaOne, Redtail, Orion, Drake, Lacerte, UltraTax, ACT, and most of the adjacent automation stack. If you're on something niche, we'll learn it.
Do you do paid media or just organic?
Both, but we focus on the plumbing that makes paid media convert. We can run ads, or we can make your existing spend hit harder. Most engagements are the latter.
How fast can you launch?
Compliance-heavy industries push timelines right -- usually 6-10 weeks to first live system, faster if your internal review cadence is tight. We front-load the compliance ask so nothing stalls at the end.