MEMO · TO: THE OWNER · FROM: LEIGH MARCUS
I'm Leigh. I build practical software and automation for small and mid-sized businesses: dashboards, CRMs, connections between the systems you already use, and the unglamorous workflows nobody has time for. I spent twenty years running healthcare operations, so I know where the manual work hides.
Call back Friday's voicemails
Rebuild the monthly report (again)
Chase the quote from March
Copy it from one system into the other
Hand me that list. — L.
20+ years
running healthcare billing operations on Long Island
70 people
on the team I led, until I sold the company
Any industry
healthcare is where I'm deepest, not where I stop
THE THREE MOST COMMON STARTING POINTS
WHILE YOU WERE OUT
For: The Owner
Caller: (didn't leave a name)
Time: 4:52 pm
Wants to book. Nobody picked up. Called someone else.
An AI receptionist picks up, answers the usual questions, books the appointment, and texts you a summary. If it can't help, it hands off to a human.
FIXED PRICE · ABOUT TWO WEEKS
NEW CUSTOMER FORM
Name · Phone · Account number
Typed in Monday: system A
Typed in Tuesday: the spreadsheet
Typed in Wednesday: the other spreadsheet
Forms, estimates and invoices go digital and flow straight into the software you already use. Typed once. Never again.
FIXED PRICE · ABOUT TWO WEEKS
Quote sent in March.
Never heard back.
Follow up??
(it's been months)
Quotes get chased, customers get rebooked, happy clients get asked for a review. Automatically, and in your voice.
FIXED PRICE · ABOUT TWO WEEKS
THE FULL MENU
Software for the work behind the work. Everything is built on tools you can own, and quoted at a fixed price before I start.
The numbers you chase every month, on one screen that updates itself. Production, collections, jobs, margins, whatever you steer by.
Make the software you already use talk to each other, and pull from your system of record so nothing gets retyped or goes stale.
Leads, customers and follow-ups in a tool shaped around how you work. No $200-a-seat monster, no six-month rollout.
Intake forms, invoices, PDFs and emails read automatically, with the data filed where it belongs.
Online booking, reminders that cut no-shows, and digital forms that arrive already filled in.
The spreadsheet that secretly runs your business, rebuilt as a real app your whole team can use.
Answers questions from your own documents, drafts replies, and sorts the inbox. Always with a human able to step in.
If someone does it the same way more than twice a week, it can usually be automated. Describe it and I'll tell you honestly.
Works with what you already have: QuickBooks, Google Workspace, Microsoft 365, your practice or accounting software, and your spreadsheets. Yes, there's AI under the hood. You don't have to care.
WHO THIS IS FOR
Medical practices. Dental offices. Billing companies. Vets. Accountants. Architects. Contractors. And the coffee shop on the corner.
Any industry. If you have a phone, a front desk and a pile of paper, we should talk.
HOW THIS WORKS
01
Thirty minutes at your front desk or on the phone. I watch how the work actually moves. No slides.
02
Within a day: your three biggest time sinks, the hours they cost each week, and what fixes each. Keep it even if we never work together.
03
Fixed price, quoted before I start. Live in about two weeks, on tools you own. I stay on for support if you want me.
THE FILE ON ME
I don't sell what I haven't built. Healthcare billing is where I spent two decades, and it's where I've shipped two products of my own.
I ran a 70-person revenue-cycle company on Long Island for over twenty years: collections, insurance follow-up, denials. Then I sold it. I know what a front desk is up against because I managed the people behind it.
Practice management for Spravato clinics. Prior authorization, REMS enrollment, scheduling and billing, in one place instead of five.
Checks medical bills against insurance explanations of benefits, so errors and overcharges surface before anyone pays them.
HEALTHCARE WORKFLOWS I KNOW COLD
Prior authorization · Eligibility and benefits verification · Denials and appeals · Payment posting · Patient statements · Credentialing and payer enrollment · EOB and bill reconciliation
ORDER FORM · NO. 001 · COST: $0
Tell me what eats your week. I'll tell you honestly whether software can fix it, and hand you a one-page summary either way.