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Maximus · Company knowledge and work

The operating system for a modern company

Tell Maximus.

A business brain.
The people. The promises. The work that needs you.

You started a business. Not a to-do list.

We begin with who you serve, how you work, and what clients need to understand. Maximus holds that understanding alongside your approved work and brings the next useful step into focus. Connections are added when you choose.

Less software. A more human business.

The agent model

Three foundational agents. One company agent built for each client.

Three distinct roles, one company context. Merlin reads the evidence and asks what is missing. Maximus keeps approved knowledge, decisions, and permissions attached to the work. Sterling turns supported service details into an opening a customer can respond to. Your company companion grows from the understanding and work you approve.

The foundational three

Creative clarity

Merlin

Merlin reads your pages, notices the details you repeat, and asks about what is missing.

Ready in words

Stoic protector

Maximus

Calm, courageous, and principled. Maximus keeps approved decisions and commitments with the work, and shows what needs your review. You retain the final say.

Ready in words

Human connection

Sterling

Sterling uses the customer’s question and your supported service details to draft an invitation.

Ready in words

Pull up a chair

Meet the minds.
Ask a better question.

Ask about Maximus or bring a non-confidential business question. Each agent approaches it differently. Your company’s private work stays in its workspace.

Present in words

Ask Merlin

Your question and recent replies are sent to our AI provider to prepare an answer. Please leave out confidential, client or patient information. This public chat creates no company workspace and connects no accounts.

Start a conversation with Justin ↗

Animated product characters · Their movement is illustrative; consequential work still requires the permissions and review described beside it.

See the offer

See it. We build it. Try it.

See it in 30 minutes.
We build it.

Try it for 30 days, or get every dollar back.

Starting at $5,000 setup + $500/month. $5,500 to begin, before applicable taxes. The first monthly renewal is no earlier than day 31 after confirmed go-live.

We agree what to build and who runs it, then prepare your company’s approved knowledge and work around that scope. Explore Maximus, AI institutional memory and how access works.

Maximus prepares. You decide. Nothing is sent, booked, published, or turned into company truth without the relevant permission and review.

See the law-firm offer, guarantee, and what stays in your hands ↗

See it

Understand the company

A strategy conversation becomes a proposed company understanding, with sources and uncertainty visible.

Agree it

Connect the useful world

With permission, we map selected people, work, public presence, and time. We do not ingest everything merely because it is available.

We build it

Prepare the first work

The agents organize one useful action for review—a brief, follow-up, decision, or plan—without pretending it has already happened.

Try it

Thirty days from go-live

Your written go-live confirmation starts the 30-day guarantee. If it is not a clear yes, email us by the stated deadline for a refund of every dollar paid to us under the engagement.

The operating rhythm

Grow. Measure. Improve.

Growth is not a single campaign. It is a rhythm: find people, earn trust, begin conversations, win worthwhile work, learn from what happened, and do it better next time.

Most business software records activity. Maximus connects activity to evidence, learning, and the next decision.

Six outcomes · one continuous record

How the business becomes stronger.

At every stage, Maximus helps people see what happened, remember what mattered, and make the next action better informed.

01

Grow

We Find People

The right people can discover the business through its website, Google, useful content, thoughtful outreach, referrals, existing relationships, and—where it can be observed—AI search and recommendations.

Visibility is evidence of attention, not a guarantee of rankings, leads, or recommendations.

Measure

Website visitors · Search visibility · Google profile activity · Measurable AI mentions or citations · New contacts · New conversations · Lead source

Integration-dependent. Availability and accuracy depend on connected analytics, search, profile, CRM, and citation sources.

Remember

Where people came from, which messages attracted attention, which audiences responded, which sources produced useful conversations, and which channels created noise.

Improve

The next page, campaign, message, or outreach list begins with evidence instead of a guess.

02

Grow

We Build Trust

Attention becomes business only when people feel safe choosing the company. Reviews, proof of work, helpful content, clear expectations, consistent follow-up, project outcomes, testimonials, and stories make that trust visible.

Measure

Review count and velocity · Average rating · Review response rate · Testimonials collected · Content engagement · Referrals · Project satisfaction

Integration-dependent. No proprietary trust score or live satisfaction result is claimed.

Remember

What customers praised, what created hesitation, repeated objections, common questions, promises made, expectations established, and patterns across reviews and conversations.

Improve

Those patterns sharpen website language, sales conversations, service delivery, customer expectations, and the proof future customers can inspect.

03

Grow

We Start Conversations

Client conversations that retain earlier questions and agreed next steps.

Outreach and external sending remain human actions under operator control unless a separately approved workflow says otherwise.

Measure

Conversations started · Reply and positive-reply rates · Follow-up completion · Response time · Meetings booked · Inquiries needing action · Conversations stalled or revived

Integration-dependent; communication and CRM sources must be connected. Dispatch remains approval-governed.

Remember

What was said, what matters to each person, previous objections, commitments, follow-up dates, relationship history, and what should not be repeated.

Improve

Use earlier replies and approved feedback to make the next message more specific and avoid repeated questions.

04

Grow

We Win Customers

Activity matters when it leads to valuable, well-matched work. Maximus can help people follow qualified opportunities from the first useful conversation through meetings, proposals, decisions, won work, and honest lost reasons.

Measure

Qualified opportunities · Meetings · Proposal rate · Win rate · Revenue won · Time to decision · Lost reasons · Source-to-customer conversion · Acquisition cost where available

Integration-dependent. These measures require reliable CRM, revenue, and cost data; no current result is claimed.

Remember

Why a customer chose the business, what nearly stopped the decision, which proof mattered, who influenced it, what was promised, and why opportunities were lost.

Improve

Qualification, positioning, offers, proposals, follow-up, and future sales judgment become better grounded.

05

Measure

We Remember Everything That Matters

Remember what matters. Preserve what happened. Do not confuse observation with truth.

Maximus can preserve customer history, decisions, outcomes, feedback, project notes, promises, lessons, stories, uncertainty, and the reasons behind important changes—without treating indiscriminate collection as wisdom.

Observation
Something seen, heard, or measured.
Decision
A choice, its owner, and the reasons available at the time.
Lesson
An interpretation proposed from evidence and still open to challenge.
Principle
A lesson deliberately approved to guide future judgment.
Promise
A commitment with a person, an expectation, and a state that can be revisited.

Measure

Decisions with evidence · Approved lessons · Open uncertainties · Commitments tracked · Promises kept or at risk · Repeated issues · Missing information · Approval state · Audit evidence

Conceptual until each source and approval workflow is connected and verified.

Remember

Observations remain evidence. Lessons, principles, and promises are proposed, reviewed, challenged, and approved before they guide the institution.

Improve

The business stops relearning the same lesson, losing context, or depending entirely on one person’s memory.

06

Improve

We Improve Every Day

Most software shows a dashboard. Maximus helps people reflect on what changed and decide what deserves attention next.

Morning brings forward the day’s context. Reflection compares what the business believed with what actually happened. People review the evidence before any lesson becomes institutional.

The business acts.Maximus observes.People review the evidence.The institution learns.The next decision begins with more understanding.

Measure

Recommendations accepted · Actions completed · Repeated problems reduced · Response-time and conversion patterns · Satisfaction trends · Promises kept · Lessons approved · Unknowns resolved · Decisions revisited

Mixed status: interface concepts are visible now; trend and outcome measures depend on connected, trustworthy sources. Correlation is not presented as causation.

Remember

What the business believed, what happened, what changed, what remains unresolved, which decisions worked, which promises are being kept, and which lessons have sufficient evidence.

Improve

The business acts. Maximus observes. People review the evidence. The institution learns. The next decision begins with more understanding.

The operating record

Proof in Practice

Maximus is not measured by how many features it contains. It is measured by what becomes easier to see, remember, and improve inside a real business.

The first test is deliberately simple: can the system help each business create one meaningful win—and preserve enough evidence to understand why it happened?

Activity
Something happened.
Output
It produced an observable result.
Outcome
That result created business value.
Impact
The value became a durable improvement.

The record stops at the highest level the evidence supports. An activity is never dressed up as an impact.

Operating Record · 1

Construction · Cornwall

Tubix Scaffolding

Find People · Build Trust · Remember What Matters · Improve Every Day

Story stage · Public story available

Current Objective

Preserve the chain from Tubix's first confirmed job to a later AI-search observation—and keep the difference between a business outcome, a search output, and commercial impact visible.

Current Maximus Role

Connect the launch work, dated project evidence, and captured ChatGPT response while keeping causal and commercial attribution outside the evidence.

Evidence so far

The record stops here.

OutcomeCompany-confirmed16 June 2026

Tubix's first job confirmed

Tubix confirmed its first job: a temporary-roofing and access-scaffolding project in Probus, Cornwall.

What it proves
The new scaffolding company secured and documented a real first project.
What it does not prove
Causal contribution by Maximus, project profitability, or that the result will repeat.

Tubix project record · business confirmation

OutputPublic screenshot21 October 2026

ChatGPT recommendation captured

A captured ChatGPT response listed Tubix first for a question about scaffolding companies in Cornwall.

What it proves
Tubix appeared first in one observed answer on that date.
What it does not prove
A permanent ranking, causal attribution, enquiries, bookings, revenue, or how another answer will be ordered.

Dated screenshot · public client story

What Maximus Remembers

The launch context, first-project date, original project evidence, captured answer, source, limits, and the distinction between what happened and what may have contributed.

What We Are Watching

Whether visibility produces a source-complete qualified inquiry, booking, or later won project—and whether the observation repeats across dates and questions.

Next Best Action

Continue recording qualified enquiries and their sources. Do not turn one AI answer into a ranking or revenue claim.

Operating Record · 02

Law and mediation · Georgia

John Corbally

Find People · Build Trust · Start Conversations · Remember What Matters

Story stage · Public client story available

Current Objective

Make useful mediation preparation easier to find before people reach the table, while keeping general information, legal advice, and measured legal outcomes clearly separate.

Current Maximus Role

Preserve the project brief, authoritative source library, public Resource Center, and the boundary around what the Resource Desk can and cannot establish.

Evidence so far

The record stops here.

OutputPublic interface reviewed21 October 2026

Mediation Resource Center published

A public Resource Center brings together mediation preparation guides, calculators, reference tables, benefits-coordination resources, and a Georgia workers' compensation desk reference.

What it proves
The approved preparation resources and public starting point exist and can be inspected.
What it does not prove
Improved settlement results, time saved, legal advice, or the accuracy of every linked source over time.

johncorbally.com/resources · public client story

OutputPublic interface reviewed21 October 2026

Resource Desk available beside the library

A Resource Desk is available beside the source library to help visitors begin with relevant information.

What it proves
The public experience includes an AI-assisted route into the approved materials.
What it does not prove
That every answer is accurate, that a visitor is prepared for mediation, or that a legal outcome improved.

John Corbally Resource Center · public client story

What Maximus Remembers

John's project brief, the reason the practice exists, the approved public sources, the preparation tools, the review date, and the distinction between information and legal advice.

What We Are Watching

Whether people use the resources before a conversation and which questions still require clearer approved material. No settlement or time-saving claim is inferred.

Next Best Action

Review the Resource Center on a defined cadence and record source updates, unanswered questions, and permissioned visitor feedback.

Operating Record · 03

Real estate · Houston

Key Legacy Realty

Find People · Build Trust · Start Conversations · Remember What Matters

Story stage · Public client story available

Current Objective

Give buyers, sellers, renters, investors, and property owners a clearer starting point while reducing the number of systems the business owner must hold together.

Current Maximus Role

Connect the public resource library, Will-E guide, and operating context while preserving the difference between a working interface and a measured commercial result.

Evidence so far

The record stops here.

OutputPublic interface reviewed21 October 2026

Seven-path real-estate library published

The public library offers starting points for property management, investing, selling, buying, renting, rent-to-own, and relocation.

What it proves
A real, inspectable resource experience exists for seven common real-estate intentions.
What it does not prove
More enquiries, completed transactions, revenue, time saved, or the accuracy of every resource over time.

keylegacyrealty.com/resources · public client story

OutputPublic interface reviewed21 October 2026

Will-E guide available

Will-E invites visitors to describe their next move in their own words and begin from the relevant part of the library.

What it proves
An AI-assisted public route into the resource experience exists.
What it does not prove
Qualified leads, completed transactions, correct answers in every circumstance, or a measured reduction in software use.

Key Legacy Resource Library · public client story

What Maximus Remembers

The seven visitor intentions, the approved public resources, the guide's role, the operating aim behind consolidation, and the limits of the evidence.

What We Are Watching

Which starting points people use, where questions remain unanswered, and whether future source-complete records support a measured conversation or operating-efficiency outcome.

Next Best Action

Record use and enquiry sources without treating visits as qualified opportunities, then review the library against the questions people actually bring.

Operating Record · 04

Medical practice · Dr. John Noonan

Always Healthy Chiropractic

Build Trust · Start Conversations · Remember What Matters · Improve Every Day

Story stage · Public client story available

Current Objective

Make the business around a solo medical practice easier to run: cleaner enquiries, consistent follow-up, useful public information, and a clearer route to contact.

Current Maximus Role

Preserve the business-side workflow, public resources, review and communication process, and evidence limits without processing patient records or implying a clinical role.

Evidence so far

The record stops here.

OutputPublic interface reviewed21 October 2026

Public practice experience reviewed

The public website gives visitors routes to understand the practice, a first visit, common questions, insurance information, and how to contact the office.

What it proves
A real, inspectable public information and contact experience exists.
What it does not prove
Clinical outcomes, insurance coverage, appointment volume, patient satisfaction, or HIPAA compliance.

alwayshealthychiropractic.com · public client story

OutcomeProject-operator accountPublished 21 October 2026

Inquiry-flow change reported

The project operator reports that spam messages stopped, administrative work was reduced, and the phone began ringing again after the business-side workflow changed.

What it proves
A named operator has provided a public account of an observed business-side change.
What it does not prove
Audited call counts, measured time saved, causal attribution to Maximus, clinical improvement, or a repeatable effect.

Project operator account · public client story

What Maximus Remembers

The practice brief, public information, business-side workflow decisions, review and follow-up process, reported observations, source, date, and the boundary around patient information.

What We Are Watching

Source-complete website enquiries, spam volume, contact-route performance, review activity, and direct practice feedback—without collecting patient or clinical information here.

Next Best Action

Define a privacy-safe operating baseline for enquiries and administrative effort before making any quantified performance claim.

A public measurement ledger

What the evidence can carry.

Each signal keeps its level and its limit. That prevents a recorded action from quietly becoming a claimed result.

Tubix Scaffolding

Outcome + Output · Public story · 16 June–21 October 2026

First job confirmed; one ChatGPT recommendation captured

Objective: Preserve the first-job-to-search-observation chain

Proves
A first project occurred and Tubix appeared first in one dated answer.
Does not yet prove
Causal contribution by Maximus, a permanent ranking, enquiries, bookings, or revenue.

John Corbally

Output · Public interface reviewed · 21 October 2026

Resource Center and Resource Desk publicly available

Objective: Make mediation preparation easier to find

Proves
The preparation library and AI-assisted starting point exist.
Does not yet prove
Improved settlements, time saved, legal advice, or universally accurate answers.

Key Legacy Realty

Output · Public interface reviewed · 21 October 2026

Seven-path resource library and Will-E guide publicly available

Objective: Create clearer starting points with fewer systems to navigate

Proves
The public library and AI-assisted guide exist and can be inspected.
Does not yet prove
Qualified leads, transactions, revenue, time saved, or measured software consolidation.

Always Healthy Chiropractic

Output + Outcome · Public interface + operator account · 21 October 2026

Public practice experience reviewed; inquiry-flow change reported

Objective: Improve the business side of a solo medical practice

Proves
The public experience exists and a named operator reported an operating change.
Does not yet prove
Audited call volume, measured time saved, clinical outcomes, Maximus causality, or HIPAA compliance.

Evidence includes uncertainty

What We Still Do Not Know

Maximus should make uncertainty visible—not cover it with confidence.

  • Whether the candidate operating records will produce qualified conversations.
  • Which channel, if any, will create the first valuable opportunity.
  • Whether a verified change in review volume would materially affect search visibility.
  • Whether faster or better-informed follow-up would improve win rate.
  • Which recommendations will survive review and produce lasting change.
  • Whether an observed pattern is causal, correlated, or coincidental.

An unknown is not a failure. It is the next question the business can test without pretending the answer already exists.

A direct answer

How are performance and satisfaction measured?

They answer different questions. The operating records show why both must keep their source and their limit.

Performance

Is the business becoming more effective?

Performance tells us what happened. A business can be busy without performing well.

Discovery · Replies · Qualified opportunities · Reviews · Wins · Completion · Response time · Follow-up completion · Retention · Repeated issue reduction

These measures are integration-dependent. Maximus needs the relevant source, a trustworthy baseline, and enough time to compare change.

Satisfaction

Did the experience feel good to the people involved?

Satisfaction helps us understand how it felt. A project can be completed without leaving the customer satisfied.

Customer reviews · Project performance reviews · Direct feedback · Referral willingness · Repeat work · Complaints · Response sentiment · Promises kept · Expectation gaps · Team observations

Feedback must be asked for or observed through an approved source. Silence is not treated as satisfaction.

Neither should be guessed. Both should be supported by evidence. No live score is shown here. A measure becomes meaningful only when its source, definition, date, and limits remain visible.

What the owner sees

Maximus does not ask you to live inside a dashboard.

It brings forward what matters, with the evidence and uncertainty needed to judge it.

  1. 01What changed

    What is meaningfully different from the last useful comparison.

  2. 02What needs attention

    Promises, inquiries, opportunities, or decisions that may be at risk.

  3. 03What is working

    Patterns supported by evidence—not activity declared successful.

  4. 04What customers are saying

    Praise, concerns, questions, and expectation gaps from approved sources.

  5. 05What remains uncertain

    Missing information, competing explanations, and questions that still need review.

  6. 06The single best next action

    A recommendation with its reason, evidence, owner, and approval state still visible.

Evidence before claims

Nothing becomes true merely because the software said it.

Maximus preserves the difference between what was observed, what people think it means, and what the institution has approved.

Observed

Activity is not success.

A sent message, opened page, completed task, or changed metric is evidence that something occurred. It does not declare why it happened or whether it helped.

Interpreted

Uncertainty stays visible.

Competing explanations, missing information, and limits remain attached to a proposed lesson. The system does not flatten them into confidence.

Approved

Judgment remains human.

Significant actions remain approval-governed where required. Lessons, principles, and promises need evidence, review, and a visible approval state before they guide future work.

Auditable

The history can be inspected.

The source, date, decision, owner, and changes should remain reconstructable. Audit evidence matters because memory without provenance is only another claim.

Current evidence boundaryWhat this page can honestly say today

Visible now: Morning, Operate, Reflection, and Institutional Time are demonstrated product interfaces.

Still to prove: These artifacts do not yet prove time saved, adoption, decision quality, customer satisfaction, revenue change, or a long-term business outcome. No quantitative claim is made.

Still governed: Outreach and external sending remain human actions under operator control. No automatic memory, lesson, or action is claimed.

Keep getting better

Every customer experience should make the next one better.

Listen to what delighted someone. Listen just as carefully to what fell short. Keep the original words, review what they teach us, and approve what changes next.

Begin with the real business

Show us what should become easier over time.

Maximus begins by learning how your business already works—what you promise, what your customers value, what gets forgotten, and where the next opportunity is being lost.

Join the Conversation

BRING THE THING THAT KEEPS GETTING STUCK.

Your company.
Watch it connect.

The message. The missing detail. The next step waiting on you.

ONE PIECE OF WORK

Ready for your decision.A source. An owner. A next step.

An authored product illustration. These are example situations, not live company data or completed work. Nothing is connected or saved to a company record.

THE PERSON STILL DECIDES

Bring the important thing.
Even if it’s half-formed.

Merlin notices what is missing. Maximus gives the work a clear next step. Sterling prepares the conversation.

SEE THE PART THAT MATTERS

See it in 30 minutes.

We build it. Try it for 30 days, or get every dollar back.

Explore the law-firm offer ↗

Talk with Justin ↗

CLIENT WELCOME

Your next chapter
starts here.

A place for your business. Start with who runs it, who it serves, and how the work is done.

  1. 01

    Understand the business

    Start with a guided conversation and your website. Review what we understand, correct what we have missed, and see a useful first picture before you commit.

  2. 02

    Make something together

    React to real work. Shape the voice. Meet a companion built around the understanding you approve. Justin guides your private workspace invitation.

  3. 03

    Agree what comes next

    When you choose to proceed, we agree scope, pricing, connections, and permissions. We build the agreed starting point. Your 30-day guarantee begins at confirmed go-live, with the first renewal after the refund deadline.

Thoughtfully built. Personally guided.

BRING THE THING THAT KEEPS GETTING STUCK.

You became a lawyer.
Not the IT department.

The scattered intake. The follow-up nobody owns. The same question answered again.

See it in 30 minutes. We build it.
Try it for 30 days, or get every dollar back.

See Maximus with Justin ↗

A 30-minute demonstration. No payment to book.

ONE AGREED STARTING POINT

Show us what keeps pulling you away.

We’ll demonstrate the relevant workflow using public, fictional, or firm-approved non-confidential examples. Then we agree what we will build, what we will operate, and what stays with your team.

Justin and the team configure the agreed workflows around your existing systems. Your Order Form names the deliverables, who runs each workflow, fees, permissions, go-live date, refund deadline, and first renewal.

A CLEAR STARTING PRICE

$5,000 setup.
$500 per month.

$5,500 to begin: the agreed setup and your first 30 days of service from confirmed go-live. Applicable taxes are stated before payment.

Every dollar paid to us under this engagement is covered by the 30-day guarantee. The first $500 renewal is no earlier than day 31 after confirmed go-live, then monthly.

Setup covers the agreed build and configuration. Monthly service covers the operation, maintenance, and support named in your Order Form. Larger scopes are quoted individually. Any third-party costs are stated before purchase.

No separate paid audit. No automatic recurring billing during the guarantee window.

What would you like off your desk?

Remember

Keep approved procedures, decisions, and useful context together.

Prepare

Bring approved notes and open questions into the next meeting.

Practice

Rehearse a fictional intake conversation. Review feedback privately.

Draft

Prepare an acknowledgment, follow-up, or resource for review.

Follow up

See which agreed follow-up needs a named owner.

Coordinate

Keep the handoff, its owner, and next step together.

Review

Check proposed wording and changes before approving them.

Deliver

Make approved resources easier for your team to find.

We agree which belong in your first build. We demonstrate and name each included capability and connection in the Order Form before payment.

A briefing that knows what needs you.

Good morning, Alex.

  • Two intake acknowledgments are drafted for your review.
  • The 10:00 staff meeting has an agenda from approved operations notes.
  • A follow-up is waiting for an owner. Who should take it?
  • Your website resource draft needs the reviewing attorney’s decision.
Illustrative example. Fictional information; no connected firm or measured result.

Open the item. Inspect the source. Decide what happens next.

Prepare. Practice.
Keep your judgment.

Prepare for the next meeting with notes from approved sources. Rehearse out loud using fictional scenarios. Get feedback in private. Your business brain grows from what you approve.

Private feedback stays within the agreed workspace access controls. Actual providers, processing, and retention are explained before use.

We defer to your firm’s policy.

Real meeting and call recording is off by default. It is included only after the firm approves the workflow, applicable consent requirements, access, vendors, and retention. A connected calendar does not turn on recording.

The firm decides.

Your attorneys approve public legal content. Your firm controls confidential information, conflicts checks, legal advice, and acceptance of an engagement. Maximus prepares work for review; it does not replace attorney judgment.

We do not receive a share of legal fees or promise rankings, inquiries, revenue, or legal outcomes. Client information is not part of the default demonstration.

THIRTY DAYS TO DECIDE

If it isn’t a clear yes.

Try it for 30 days from the day it's live. If it isn't a clear yes, email us by day 30 and we'll refund every dollar you paid, no questions asked. We remove the connections we manage, offer an export of your business data, and delete the business data we collected under the deletion schedule in your Order Form. We confirm what was removed and identify any records we must retain. Your existing systems stay in place.

Your written go-live confirmation states the refund deadline and time zone. We do not activate automatic recurring billing during the guarantee window. The first monthly renewal is after that deadline. Feedback is welcome after a refund; it is never a condition.

Refunds cover payments made to us under this engagement. Third-party contracts, export options, and retention requirements are identified in your Order Form before payment.

Questions before we begin.

What happens in 30 minutes?

Bring one recurring problem. We demonstrate the relevant workflow, explain its limits, and agree whether there is a useful starting point. Do not bring confidential client materials to the first call.

Is this a free trial?

It is a paid engagement with a 30-day money-back guarantee: $5,000 setup plus $500 for the first 30 days of service, or $5,500 to begin before applicable taxes. Larger scopes are quoted individually before payment. The guarantee starts at confirmed go-live, not at the demonstration or payment date.

Will you replace our existing systems?

The initial offer works alongside them. Every connection and any change must be explicitly agreed before work begins.

Who operates it?

We agree that per workflow. Your Order Form names what our team runs, what Maximus prepares, and what your staff reviews or does.

Does it record calls?

Not by default. Recording is a separate opt-in subject to your firm’s policy and an approved consent and data-handling workflow.

Can we get our information back?

Export scope, format, timing, and deletion steps must be agreed and verified before launch.

SEE THE PART THAT MATTERS TO YOUR FIRM.

Bring the important thing.
Even if it’s half-formed.

See Maximus with Justin ↗

Inspect the work and its boundaries.

Sample guide · not legal advice · not attorney-reviewed

SAMPLE GUIDE · NEW YORK ESTATE PLANNING · DRAFT FOR ATTORNEY REVIEW

Your first estate-planning conversation: where to start.

You don’t need a perfect plan before speaking with a lawyer. Start with what matters to you, what you already have in place and the questions you want answered.

Write down what you want to protect.

Make a short list of the people, responsibilities and priorities you want to discuss. Perhaps you want to plan for family, ask about a business or understand how existing documents fit together. You do not need to decide on a legal solution before the meeting.

Make an inventory, not a data dump.

Note broad categories of property, accounts, insurance and business interests. If you already have a will or other planning documents, tell the firm what exists. Ask what to bring and how to provide it securely. Avoid entering account numbers, identity documents or private family details into a public website chat.

Bring questions that matter to you.

  • What information do you need before recommending a plan?
  • Which documents should we discuss, and why?
  • What work is included in your fee?
  • Who will prepare and review the documents?
  • How should I store originals and keep the plan up to date?

Keep track of originals.

If you already have a will, know where the original is kept. New York Courts advises discussing safekeeping with the lawyer who prepared it. Source: New York Courts, Last Will and Testament.

What happens next?

Contact the firm to ask about an initial appointment, the cost and the documents it wants you to bring. The firm will explain its intake and engagement process. A website conversation alone does not mean the firm has accepted you as a client.

Prepared October 3, 2026. Reviewing attorney: pending. No client information used. No customer outcome claimed.

Return to the offer →

John Corbally · dated website snapshot

NAMED WEBSITE SNAPSHOT · OBSERVED OCTOBER 3, 2026

John Corbally: the next step needs to work.

Practice: Georgia workers’ compensation mediation. Location: Atlanta, as stated on the website. These are website claims, not independent professional verification.

Three checks. One practical priority.

QuestionObserved evidenceMeaning
Is the service clear?The homepage names Georgia workers’ compensation mediation and describes in-person, virtual and hybrid formats.Visitors can understand the service and intended market.
Is useful preparation content available?A dedicated preparation guide covers priorities, relevant facts, settlement authority and preparation for the conversation.A concrete resource already exists; extend and review it rather than starting with empty content.
Can a visitor complete the advertised next step?The calendar section says the booking provider is not confirmed. Phone and email are marked “to be confirmed.” A contact form is visible, but no message was submitted.Online booking is not established by this inspection. Form delivery remains untested.

The next useful move

Connect and test the agreed booking or inquiry route, confirm the contact details and demonstrate a complete handoff to a named owner with a controlled test. Until then, use a CTA that accurately describes the available route.

See the actual work

Read John’s live mediation preparation guide →

This is a real published resource. Its attorney approval status was not verified during this inspection, and no result or testimonial is attributed to it.

The Resource Desk

The visible desk offers resource links and a search field. It includes a short informational-use notice. It was not observed generating conversational responses. Any future conversational agent should keep its confidentiality notice beside the input and use verified privacy settings.

AI visibility: not yet measured

Proposed unbranded prompts for a separate recorded run:

  1. How can I find a workers’ compensation mediator in Atlanta, Georgia?
  2. Who offers virtual mediation for Georgia workers’ compensation disputes?
  3. How should counsel prepare for a Georgia workers’ compensation mediation?

Executed AI prompt observations: 0/3. Recommendations, citation inclusion and comparative visibility are unknown. Direct website inspection is not a substitute for those measurements.

Sources: homepage and preparation guide, viewed October 3, 2026. No contact submission, client data or outcome claim.

Return to the offer

Public agent · disclosure preview

CHAT DESIGN PREVIEW · NO LIVE FIRM OR MODEL CONNECTED

A clear boundary where people type.

Example context: estate planning in New York. Replace the contact route with the firm’s verified intake route before publication.

Ask a general question

This preview shows the disclosure in the conversation area and beside the composer. It does not collect or send messages.

The firm must approve the source content and response rules. Generated answers are not individually approved in advance. The assistant does not assess a case, predict outcomes or accept an engagement.

Firm identity, intake route, privacy disclosure and jurisdiction-specific advertising labels remain launch requirements. No retention or model-training promise is asserted by this preview.

Return to the offer

BRING THE THING THAT KEEPS GETTING STUCK.

You became an agent.
Not a data-entry clerk.

The viewing notes still on your phone. The follow-up waiting for a gap. The listing details entered twice.

See it in 30 minutes. We build it.
Try it for 30 days, or get every dollar back.

See Maximus with Justin ↗

A 30-minute demonstration. No payment to book.

ONE AGREED STARTING POINT

Show us what keeps pulling you away.

We’ll demonstrate the relevant workflow using public, fictional, or business-approved non-confidential examples. Then we agree what we will build, what we will operate, and what stays with your team.

Justin and the team configure the agreed workflows around your existing systems. Your Order Form names the deliverables, who runs each workflow, fees, permissions, go-live date, refund deadline, and first renewal.

A CLEAR STARTING PRICE

$5,000 setup.
$500 per month.

$5,500 to begin: the agreed setup and your first 30 days of service from confirmed go-live. Applicable taxes are stated before payment.

Every dollar paid to us under this engagement is covered by the 30-day guarantee. The first $500 renewal is no earlier than day 31 after confirmed go-live, then monthly.

Setup covers the agreed build and configuration. Monthly service covers the operation, maintenance, and support named in your Order Form. Larger scopes are quoted individually. Any third-party costs are stated before purchase.

No separate paid audit. No automatic recurring billing during the guarantee window.

What would you like off your desk?

Remember

Keep approved listing details, procedures, and decisions together.

Prepare

Bring approved property notes and open questions into the next meeting.

Practice

Rehearse a fictional listing presentation. Review feedback privately.

Draft

Prepare a viewing follow-up or listing description for review.

Follow up

See which agreed buyer or seller follow-up needs an owner.

Coordinate

Keep the transaction handoff, its owner, and next step together.

Review

Check proposed descriptions and changes before approving them.

Deliver

Make approved property resources easier for your team to find.

We agree which belong in your first build. We demonstrate and name each included capability and connection in the Order Form before payment.

A briefing that knows what needs you.

Good morning, Alex.

  • Two viewing follow-ups are drafted for your review.
  • The 10:00 seller meeting has an agenda from approved property notes.
  • A listing question is waiting for an owner. Who should take it?
  • A property description needs your brokerage’s review before publication.
Illustrative example. Fictional information; no connected business or measured result.

Open the item. Inspect the source. Decide what happens next.

Prepare. Practice.
Keep your judgment.

Prepare for the next meeting with notes from approved sources. Rehearse out loud using fictional, non-confidential scenarios. Get feedback in private. Your business brain grows from what you approve.

Private feedback stays within the agreed workspace access controls. Actual providers, processing, and retention are explained before use.

Your brokerage sets the boundaries.

Private practice and meeting preparation are the starting point. Recording real calls or meetings is a separate opt-in, with brokerage approval, a reviewed consent process, access rules, and retention schedule. Connecting a calendar does not turn on recording.

Your brokerage sets the boundaries.

Your brokerage approves public content, listing claims, and the use of property data. Fair housing language, brokerage requirements, and applicable MLS rules are part of the workflow review. Maximus drafts for review; it does not make transaction decisions or publish listings on its own.

We do not promise rankings, inquiries, revenue, or professional outcomes.

THIRTY DAYS TO DECIDE

If it isn’t a clear yes.

Try it for 30 days from the day it's live. If it isn't a clear yes, email us by day 30 and we'll refund every dollar you paid, no questions asked. We remove the connections we manage, offer an export of your business data, and delete the business data we collected under the deletion schedule in your Order Form. We confirm what was removed and identify any records we must retain. Your existing systems stay in place.

Your written go-live confirmation states the refund deadline and time zone. We do not activate automatic recurring billing during the guarantee window. The first monthly renewal is after that deadline. Feedback is welcome after a refund; it is never a condition.

Refunds cover payments made to us under this engagement. Third-party contracts, export options, and retention requirements are identified in your Order Form before payment.

Questions before we begin.

What happens in 30 minutes?

Bring one recurring problem. We demonstrate the relevant workflow, explain its limits, and agree whether there is a useful starting point. Use public or fictional examples in the first call. Do not bring private buyer, seller, or transaction information.

Is this a free trial?

It is a paid engagement with a 30-day money-back guarantee: $5,000 setup plus $500 for the first 30 days of service, or $5,500 to begin before applicable taxes. Larger scopes are quoted individually before payment. The guarantee starts at confirmed go-live, not at the demonstration or payment date.

Will you replace our existing systems?

The initial offer works alongside them. Every connection and any change must be explicitly agreed before work begins.

Who operates it?

We agree that per workflow. Your Order Form names what our team runs, what Maximus prepares, and what your staff reviews or does.

Does it record calls?

Private practice and meeting preparation are the starting point. Recording real calls or meetings is a separate opt-in, with brokerage approval, a reviewed consent process, access rules, and retention schedule. Connecting a calendar does not turn on recording.

Can we get our information back?

Export scope, format, timing, and deletion steps must be agreed and verified before launch.

SEE THE PART THAT MATTERS TO YOUR BUSINESS.

Bring the important thing.
Even if it’s half-formed.

See Maximus with Justin ↗

BRING THE THING THAT KEEPS GETTING STUCK.

You became a clinician.
Not an administrator.

The staff question answered again. The operations meeting without notes. The website update nobody has time to finish.

Maximus doesn’t touch patient information. We don’t connect to patient records, patient messages or patient appointments, we don’t ask for them, and we never record patient conversations. Maximus runs the business side of your practice: marketing, operations, staff training and the work around the care you deliver.

See it in 30 minutes. We build it.
Try it for 30 days, or get every dollar back.

See Maximus with Justin ↗

A 30-minute demonstration. No payment to book.

ONE AGREED STARTING POINT

Show us what keeps pulling you away.

We’ll demonstrate the relevant workflow using public, fictional, or practice-approved non-patient examples. Then we agree what we will build, what we will operate, and what stays with your team.

Justin and the team configure the agreed workflows around your existing systems. Your Order Form names the deliverables, who runs each workflow, fees, permissions, go-live date, refund deadline, and first renewal.

A CLEAR STARTING PRICE

$5,000 setup.
$500 per month.

$5,500 to begin: the agreed setup and your first 30 days of service from confirmed go-live. Applicable taxes are stated before payment.

Every dollar paid to us under this engagement is covered by the 30-day guarantee. The first $500 renewal is no earlier than day 31 after confirmed go-live, then monthly.

Setup covers the agreed build and configuration. Monthly service covers the operation, maintenance, and support named in your Order Form. Larger scopes are quoted individually. Any third-party costs are stated before purchase.

No separate paid audit. No automatic recurring billing during the guarantee window.

What would you like off your desk?

Remember

Keep approved staff procedures and operations decisions together.

Prepare

Bring non-patient operations notes into the next staff meeting.

Practice

Rehearse a fictional staff conversation. Review feedback privately.

Draft

Prepare a practice information page or staff resource for review.

Follow up

See which operations task needs a named owner.

Coordinate

Keep the staff handoff, its owner, and next step together.

Review

Check proposed public wording before approving it.

Deliver

Make approved non-patient resources easier for staff to find.

We agree which belong in your first build. We demonstrate and name each included capability and connection in the Order Form before payment.

A briefing that knows what needs you.

Good morning, Alex.

  • A staff procedure update is drafted for your review.
  • The 10:00 operations meeting has an agenda from approved non-patient notes.
  • A website opening-hours update is waiting for an owner.
  • A staff training outline needs your decision before sharing.
Illustrative example. Fictional information; no connected business or measured result.

Open the item. Inspect the source. Decide what happens next.

Prepare. Practice.
Keep your judgment.

Prepare for the next staff meeting with approved non-patient operations notes. Rehearse out loud using fictional, non-confidential scenarios. Get feedback in private. Your business brain grows from what you approve.

Private feedback stays within the agreed workspace access controls. Actual providers, processing, and retention are explained before use.

Start with practice operations. Keep patient data out.

Real meeting and call recording is off. No patient audio is included. Private practice uses fictional, non-patient scenarios; meeting preparation uses approved non-patient operations sources only.

Start with practice operations. Keep patient data out.

This starting offer is limited to marketing, practice operations, and staff training using non-patient information. No patient records, patient messages, clinical decision-making, or patient audio. We do not connect to patient records, patient messages, or patient appointments. Do not provide patient information to Maximus.

We do not promise rankings, inquiries, revenue, or professional outcomes.

THIRTY DAYS TO DECIDE

If it isn’t a clear yes.

Try it for 30 days from the day it's live. If it isn't a clear yes, email us by day 30 and we'll refund every dollar you paid, no questions asked. We remove the connections we manage, offer an export of your business data, and delete the business data we collected under the deletion schedule in your Order Form. We confirm what was removed and identify any records we must retain. Your existing systems stay in place.

Your written go-live confirmation states the refund deadline and time zone. We do not activate automatic recurring billing during the guarantee window. The first monthly renewal is after that deadline. Feedback is welcome after a refund; it is never a condition.

Refunds cover payments made to us under this engagement. Third-party contracts, export options, and retention requirements are identified in your Order Form before payment.

Questions before we begin.

What happens in 30 minutes?

Bring one recurring problem. We demonstrate the relevant workflow, explain its limits, and agree whether there is a useful starting point. Use public or fictional examples in the first call. Do not bring private customer or patient information.

Is this a free trial?

It is a paid engagement with a 30-day money-back guarantee: $5,000 setup plus $500 for the first 30 days of service, or $5,500 to begin before applicable taxes. Larger scopes are quoted individually before payment. The guarantee starts at confirmed go-live, not at the demonstration or payment date.

Will you replace our existing systems?

The initial offer works alongside them. Every connection and any change must be explicitly agreed before work begins. Connections must exclude patient records, patient messages, and patient appointments.

Who operates it?

We agree that per workflow. Your Order Form names what our team runs, what Maximus prepares, and what your staff reviews or does.

Does it record calls?

Real meeting and call recording is off. No patient audio is included. Private practice uses fictional, non-patient scenarios; meeting preparation uses approved non-patient operations sources only.

Can we get our information back?

Export scope, format, timing, and deletion steps must be agreed and verified before launch.

SEE THE PART THAT MATTERS TO YOUR BUSINESS.

Bring the important thing.
Even if it’s half-formed.

See Maximus with Justin ↗

BRING THE THING THAT KEEPS GETTING STUCK.

You learned a trade.
Not office admin.

The quote still in your notes. The site visit nobody followed up. The job details buried in a message.

See it in 30 minutes. We build it.
Try it for 30 days, or get every dollar back.

See Maximus with Justin ↗

A 30-minute demonstration. No payment to book.

ONE AGREED STARTING POINT

Show us what keeps pulling you away.

We’ll demonstrate the relevant workflow using public, fictional, or business-approved non-confidential examples. Then we agree what we will build, what we will operate, and what stays with your team.

Justin and the team configure the agreed workflows around your existing systems. Your Order Form names the deliverables, who runs each workflow, fees, permissions, go-live date, refund deadline, and first renewal.

A CLEAR STARTING PRICE

$5,000 setup.
$500 per month.

$5,500 to begin: the agreed setup and your first 30 days of service from confirmed go-live. Applicable taxes are stated before payment.

Every dollar paid to us under this engagement is covered by the 30-day guarantee. The first $500 renewal is no earlier than day 31 after confirmed go-live, then monthly.

Setup covers the agreed build and configuration. Monthly service covers the operation, maintenance, and support named in your Order Form. Larger scopes are quoted individually. Any third-party costs are stated before purchase.

No separate paid audit. No automatic recurring billing during the guarantee window.

What would you like off your desk?

Remember

Keep agreed specifications, site notes, and decisions together.

Prepare

Bring approved job notes and open questions into the next site visit.

Practice

Rehearse a customer conversation using a fictional project.

Draft

Prepare an inquiry acknowledgment or quote cover note for review.

Follow up

See which estimate or customer question needs a named owner.

Coordinate

Keep the job handoff, its owner, and next step together.

Review

Check proposed wording, specifications, and changes before approving them.

Deliver

Make approved job information easier for your team to find.

We agree which belong in your first build. We demonstrate and name each included capability and connection in the Order Form before payment.

A briefing that knows what needs you.

Good morning, Alex.

  • Two inquiry acknowledgments are drafted for your review.
  • The 10:00 site visit has a checklist from approved project notes.
  • An estimate follow-up is waiting for an owner. Who should take it?
  • A project showcase draft needs your decision on images and claims.
Illustrative example. Fictional information; no connected business or measured result.

Open the item. Inspect the source. Decide what happens next.

Prepare. Practice.
Keep your judgment.

Prepare for the next meeting with notes from approved sources. Rehearse out loud using fictional, non-confidential scenarios. Get feedback in private. Your business brain grows from what you approve.

Private feedback stays within the agreed workspace access controls. Actual providers, processing, and retention are explained before use.

Your team knows the work.

Private practice and meeting preparation are the starting point. Recording real customer calls is a separate opt-in, with a reviewed consent process, access rules, and retention schedule. Connecting a calendar does not turn on recording.

Your team knows the work.

Your team approves estimates, scope changes, scheduling commitments, and public claims. Licensing, insurance, and accreditation claims need current supporting evidence before publication. Customer photos and project details are used only with the agreed permissions.

We do not promise rankings, inquiries, revenue, or professional outcomes.

THIRTY DAYS TO DECIDE

If it isn’t a clear yes.

Try it for 30 days from the day it's live. If it isn't a clear yes, email us by day 30 and we'll refund every dollar you paid, no questions asked. We remove the connections we manage, offer an export of your business data, and delete the business data we collected under the deletion schedule in your Order Form. We confirm what was removed and identify any records we must retain. Your existing systems stay in place.

Your written go-live confirmation states the refund deadline and time zone. We do not activate automatic recurring billing during the guarantee window. The first monthly renewal is after that deadline. Feedback is welcome after a refund; it is never a condition.

Refunds cover payments made to us under this engagement. Third-party contracts, export options, and retention requirements are identified in your Order Form before payment.

Questions before we begin.

What happens in 30 minutes?

Bring one recurring problem. We demonstrate the relevant workflow, explain its limits, and agree whether there is a useful starting point. Use public or fictional examples in the first call. Do not bring private customer or project information.

Is this a free trial?

It is a paid engagement with a 30-day money-back guarantee: $5,000 setup plus $500 for the first 30 days of service, or $5,500 to begin before applicable taxes. Larger scopes are quoted individually before payment. The guarantee starts at confirmed go-live, not at the demonstration or payment date.

Will you replace our existing systems?

The initial offer works alongside them. Every connection and any change must be explicitly agreed before work begins.

Who operates it?

We agree that per workflow. Your Order Form names what our team runs, what Maximus prepares, and what your staff reviews or does.

Does it record calls?

Private practice and meeting preparation are the starting point. Recording real customer calls is a separate opt-in, with a reviewed consent process, access rules, and retention schedule. Connecting a calendar does not turn on recording.

Can we get our information back?

Export scope, format, timing, and deletion steps must be agreed and verified before launch.

SEE THE PART THAT MATTERS TO YOUR BUSINESS.

Bring the important thing.
Even if it’s half-formed.

See Maximus with Justin ↗