Intake & Revenue-Cycle Systems
Your Firm Is Generating Leads. Your Systems Are Losing Them.
Most $10M+ professional services firms are leaking $4,000–$12,000/month in revenue that already came in the door — slow follow-ups, dropped hand-offs, no-shows with no recovery. Synelium finds it and fixes it. Built by Shaun Fraley, who spent 10 years running intake and operations in the field before he started fixing it for other firms.
✓ 10 years in the field ✓ $100M+ firms served ✓ No cookie-cutter builds
The tool isn't the problem. The gap between your pipeline and your calendar is.
The Real Cost of Broken Intake
You're Not Losing to Competitors. You're Losing to Your Own Operations.
Most growing professional services firms don't have a lead problem. Marketing is working, referrals are coming in, the phone is ringing. The problem shows up after that — in the hours a new lead waits for a callback, in the appointment that gets booked and never confirmed, in the file that sits in someone's inbox between intake and the next step because nobody owns the hand-off.
Every one of those gaps is invisible until you measure it. And every one of them is revenue that already showed up at your door and walked back out — not because your team didn't want it, but because the systems around them didn't catch it.
Where Revenue Leaks
The Gaps That Cost You the Most
Slow Follow-Up
A lead comes in and sits for hours — sometimes days — before anyone responds. By the time you call, they've already talked to someone else.
No-Show Black Holes
Appointments get booked and then vanish. No reminder sequence, no rebooking flow, no record of why they didn't show — just a gap in your calendar and a name you'll never follow up with.
Manual Hand-Offs
Every time a file moves from intake to underwriting to servicing, someone has to remember to move it. When they don't, the client waits — and eventually calls someone else.
Tools You're Not Using
You're paying for a CRM, a dialer, a scheduling tool, maybe more — and using a fraction of what they can actually do. The capability is sitting there. Nobody's wired it together.
This isn't an automation project. This is a revenue problem with a systems solution.
How Synelium Works
We Map the Leak. We Build the Fix. We Run It.
Intake is usually where we start — we map how a lead actually moves through your firm today, every tool, every hand-off, every place a follow-up depends on someone remembering to do it, and build the fixes directly into the systems you already use.
It's rarely where we stop. Once the intake layer is running, the same gaps usually show up elsewhere — reporting that's still assembled by hand, pipeline visibility that depends on someone digging through records, outreach that depends entirely on one person's bandwidth. Most of our engagements grow into an ongoing systems and automation partnership that covers whatever's costing the firm time or revenue, not just the original intake fix.
Shaun Fraley spent 10 years in the field running intake and operations before founding Synelium — building lead routing into GoHighLevel, automating reporting with Power Automate, and wiring CRMs to compliance and support systems under real deadline pressure. He's not theorizing about what should work. He's built it, run it, and fixed it when it broke.
The Engagement
Diagnostic. Build. Run.
STEP 1
Diagnostic — Revenue Leak Audit
We map your intake and ops process end to end — every lead source, hand-off, and follow-up step — and show you exactly where revenue is leaking and what it's costing you per month.
STEP 2
Build — Systems Sprint
We build the fixes: follow-up sequences, hand-off workflows, reminder systems, reporting — wired into the tools you already pay for. No rip-and-replace, no new platforms to learn.
STEP 3
Run — Ongoing Partnership
Once it's built, we keep it running. We monitor performance, fix what breaks, and adjust as your business changes — so the systems keep working without you having to manage them.
The Offer
Built for Firms That Are Already Busy
We work with a small number of firms at a time, and every engagement is run personally by Shaun. That's intentional — the value here is someone who has actually run intake and operations at this scale taking ownership of yours, not a team of juniors working from a template.
Every engagement starts with the Revenue Leak Audit — a paid diagnostic that maps your specific gaps and puts a dollar figure on what they're costing you. From there, we scope the build around what the audit finds. No generic packages, no pricing conversation until we know what your firm actually needs.
We've run ops from firms just starting out, $40M all the way to $100M plus and everything in between. The systems that work at that scale aren't complicated. They're just built.
Results
Recent Engagements
$100M+ Law Firm
Built a unified intake layer across three separate web properties — replacing disconnected forms and untracked leads with a single system that captures, routes, and follows up automatically.
$40M Change Management Firm
Automated pipeline tracking and call intelligence gave leadership a real-time view of every deal — recovering 30+ combined executive hours per week previously spent reconstructing pipeline status by hand.
Independent Insurance Broker
Replaced manual, referral-dependent outreach with a systematized strategic-partner pipeline — moving the business from trading time for clients to a repeatable system that generates them.
Why Synelium
10 Years in the Field. Built to Fix What Generic Consultants Miss.
- Built and operated intake and ops systems inside firms managing $100M+ in legal operations and $40M change management engagements.
- 10 years as an independent insurance agent — we know what breaks at the practitioner level, not just the consulting level.
- Compliance-aware automation built for regulated industries.
- We don't advise and hand off. We build, measure, and own the outcome.
10 Years
In the Field
$100M+
Firms Served
Legal · Finance · Insurance · Real Estate
Verticals
Common Questions
FAQ: Intake & Revenue-Cycle Systems
Who is Synelium for?
Legal, finance, insurance, and real estate firms with real lead volume, real teams, and inconsistent follow-up, hand-offs, or reporting. We've run this for firms doing $100M+ and for growing firms still building toward that — the gap we fix looks the same at most sizes. The one thing we need is a firm that's ready to invest in fixing it.
What's the diagnostic?
A structured audit of your intake and ops process — every lead source, every hand-off, every follow-up step. It outputs an estimated monthly revenue leak and a prioritized list of fixes ranked by impact. It's the first deliverable, and it's what every engagement starts with.
How is this different from hiring a freelancer?
A freelancer builds what you ask for. We diagnose what's actually costing you money first, then build the fix — and we stay on to run it. You're not managing a contractor through a spec; you're working with someone who's run intake and ops for firms at this scale before.
What tools do you work with?
GoHighLevel, Power Automate, and whatever CRM, case management, or operations platform you're already running. We build inside your existing stack — we don't make you migrate to a new platform.
How many clients do you work with at once?
A small number, by design. Every engagement is run personally, and the results are tied to revenue impact — not how many logos we can collect. If we're not a fit for your timeline, we'll tell you.
How do engagements start?
With the Revenue Leak Audit. It's a paid diagnostic — you get a dollar estimate of what's leaking and a prioritized fix list whether or not we end up working together. From there, we scope the build based on what the audit finds.
Find Out What Your Firm Is Actually Losing.
The scorecard takes 5 minutes. It outputs your score, an estimated leak range, and the top fix to make first. No pitch call required to see the results.
Take the Revenue Leak Scorecard