I help small firms in regulated industries get compliant, cut redundant tools, and build technology that scales with the business. No chasing every new product on the market.
Most firms don’t need more software. They need what they have to actually work.
Whether it’s SEC archiving rules or HIPAA safeguards, every client communication needs an archive path. I audit every channel, including email, text, phone, and video, and close the gaps before a regulator does.
Most firms are already paying for features they’ve never turned on. I find them, configure them, and train your team so nothing goes to waste.
Your CRM should be the hub, not a Rolodex. I wire scheduling, texting, email, and workflows into one place so nothing slips through the cracks.
A phased approach. You see exactly what you’re paying for at every step.
Every tool, every plan, every data flow. We map what you have, what you’re paying for, and where the compliance gaps are. You get a clear picture before any changes.
Activate unused features, cut redundant tools, set up integrations, and train your team. Results within weeks, not months.
AI receptionists, automated workflows, intelligent routing. Purpose-built for your firm after the foundation is solid.
You call me directly. I monitor systems, recommend improvements, train staff, and keep you ahead of changes in the space.
You get me. Not a help desk, not a project manager, not a team in another country.
Comprehensive review of your current tools, plans, pricing, integrations, and compliance posture. Includes a communications audit mapping every client-facing channel to your system of record. You get findings, recommendations, and a clear plan, whether or not we continue together.
Configuration, integration, and training. We activate what you’re already paying for, set up new tools where needed, wire everything into your CRM, and make sure your team is confident before we move on.
Purpose-built tools for your specific needs: AI voice receptionists, intelligent call and email routing, automated client workflows, and private AI workspaces that keep sensitive client information off public platforms.
Communications archiving strategy for SEC, HIPAA, and state-level regulatory requirements. I map every client-facing channel to the appropriate compliance framework. I work alongside your legal counsel, not in place of them.
Ongoing support at a flat monthly rate. Direct access to me. No help desk, no ticket queue. System monitoring, staff training, new tool evaluation, and a steady hand keeping your technology aligned with how the firm is growing.
Mike Patson is a technologist and engineer who works hands-on with small firms to modernize their operations.
I provide technology consulting for regulated and compliance-sensitive firms across financial services, healthcare, insurance, and energy. I specialize in compliance-focused technology audits, systems integration, and AI implementation. The goal is helping firms modernize their operations without unnecessary complexity or risk.
The name comes from travertine, the limestone the Romans used to build the Colosseum. I picked it because the work should outlast the engagement. The systems we put in place need to be durable, auditable, and designed to hold up as your firm grows.
We work alongside your existing compliance counsel and custodians. I don’t replace professional advisors. I make sure the technology layer is doing its job so your team can focus on clients.
No pitch, no pressure. A conversation about your systems, your pain points, and whether there’s a fit. If there isn’t, I’ll tell you.