Automation for practices where trust is the product.
Real estate teams. Law firms. Dental and medical practices. Accounting firms. We run the AI-powered operations layer for businesses where a compliance mistake costs more than the hours saved — and we gate everything your clients could see behind your approval.
Managed service · Human-approved · Fixed fee
The Challenge
Your day is client work; everything around it — lead response, follow-up, scheduling, status chasing, reporting — eats the margins. Generic AI tools promise to help, but in a licensed practice, an unsupervised bot is a liability with a login.
Our Solution
Fortera runs it for you: a managed service that automates the repetitive layer of your practice under rules built for your obligations. Nothing negotiates, advises, or contacts a client without human sign-off. You get the hours back without betting your license on a chatbot.
Three services, one managed engagement
Advisory, automation, and insights — run for your practice as a managed service.
Strategic Advisory
A fractional strategic advisor for the owner: where AI genuinely helps your practice, where it doesn't, and what to do in what order. Starts with the AI Opportunity & Governance Assessment.
Operations & Process Automation
We build and operate the automations: instant lead response, follow-up sequences, scheduling, document flow, status tracking — each one approval-gated where it touches a client.
Data & Insights
Your own operational data, analyzed quarterly and turned into decisions: where revenue concentrates, where time leaks, what to change next.
How it works
Assess, run, advise — with you in control at every gate.
Assess
Fixed fee · 2–3 weeks
- AI Opportunity & Governance Assessment
- Scored opportunity map
- Honest “don't do this” list
- 90-day plan
Run
Managed service
- We implement the highest-value items
- We operate them for you
- You approve; we execute
Advise
Quarterly
- Working sessions with the owner
- What the data says
- What to expand, what to cut
Why practices choose Fortera
Built for regulated work
Founded on ten years of governed delivery in regulated financial services — caution is our native language.
You approve everything client-facing
One tap from your phone; minutes a day, not hours.
We recommend against things
Our sample assessment tells a real-estate team not to automate buyer targeting. That's the service.
No lock-in
Your systems, data, and documentation are portable the day you want them.