Advisory · Law firms · Wealth managers · RIAs

Your best people shouldn't be your filing system.

We build AI into the way your firm already works, so files, intake, and email organize, secure, and surface themselves. Custom-built, secure, and kept running for you.

Tell us what's slowing you down → See what Clear Desk does

Where the hours go

The work isn't the problem. The hunt for the work is.

Your firm already knows how to do the work. What drains it is everything around the work: the searching, the re-entering, the chasing, the worrying about whether something sensitive went out unprotected.

INTAKEEvery new client set up by hand: the same details typed into the same systems, again.

FILESA document scattered across email, a drive, and someone's desktop. Minutes lost finding the current version.

EMAILThe thread that matters buried under the ones that don't, and a follow-up that quietly slips.

EXPOSUREPrivileged files sent over plain email, with no record of who opened what.

None of this is a people problem. It's a systems problem, and systems are what we build.

11hrs/wk · verify

That's the kind of time a firm your size loses every week to work a system should be doing. Clear Desk is how you get it back.

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The first build

Where we start: a desk that keeps itself clear.

Grand River Labs · Advisory Build · Clear Desk

Clear Desk

Your firm's files, intake, and email organize, secure, and surface themselves, so nothing gets lost and your people stop digging and start billing.

IntakeNew clients and matters set up the moment they arrive. No manual data entry, no missed steps.

FilesEvery document filed by matter and surfaced in seconds, not searched for across inboxes and drives.

EmailThe right message lands on the right matter, every time. Follow-ups stop slipping through.

SecurityPrivileged documents shared through an encrypted portal. Every access logged.

RecordA complete, audit-ready trail of who touched what, and when.

That's the start. Once your desk is clear, the same system grows, connecting the tools you already run into one layer your firm operates from. We build it. We keep it running.

See what we'd build for your firm →

Why a firm trusts us with this

Engineers, not a template service.

Engineered, not assembled

Real production code, built with the discipline used to build jet engines. If it isn't tested and validated, it doesn't ship.

Works with the tools you already run

Clio, MyCase, your CRM, your email: we build on top of your stack. No rip-and-replace, nothing new for your team to learn.

We build it, and we keep it running

You don't manage software. We operate it, monitor it, and improve it, so it keeps earning its place long after launch.

Your data, handled like it's privileged

Encrypted in transit and at rest, on infrastructure we manage. Built to honor attorney-client privilege and the confidentiality rules — GLBA, SEC — your firm answers to. Your data is yours, and every access is logged.

Who builds it

Two engineers. We don't outsource.

Enrique I.

Co-Founder & CTO

Ran experimental aerodynamics research in Notre Dame's wind tunnels and designed components for the F-35 LiftSystem at Rolls-Royce, logging thousands of hours of simulation on systems that cannot fail. The same standard runs through every build here: if it isn't tested, validated, and production-ready, it doesn't ship.

Nate S.

Co-Founder & CEO

Spent years in financial services, in retail banking and wealth management, the same kind of regulated, relationship-driven world Advisory now builds for. He has sat inside those firms and knows what the work actually demands, which is why the systems we build respect how a serious firm runs instead of forcing it to change.

More about us →

How we work

Scoped to your firm. Agreed before we start.

No tiers, no packages. We scope the work to what your firm actually needs and agree it up front, measured against the time and money the problem is costing you now.

ScopeA fixed scope, written down and agreed before any work begins.

PriceOne fixed price for the build. No hourly billing, no surprise invoices.

OwnershipYou own what we build. We host it, run it, and maintain it for you.

CommitmentMaintenance is month to month. No long contract, no lock-in.

Start a conversation

Tell us what's slowing your firm down.

Tell us how your firm runs today and where the hours go. We'll read it ourselves and reply within one business day. No obligation, no sales script.

[email protected] Indianapolis, IN · Detroit, MI