Your operating layer
Every automation. One flat line each.
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Back office
Customers, money, people — the universal headaches.
Hire & departure access
Every hire means touching ten systems by hand; every departure risks an ex-worker with live access.
What runs: Where the system is connected, Morthn makes the change directly — Google Workspace accounts are suspended or created through the live connector. Everywhere else, your Morthn operator makes the change through a delegated admin seat in your name. Either way the revocation runs on an SLA we own operationally: 24 hours.
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Hire & departure legal deadlines
A departure legally triggers clocks nobody tracks: final-pay deadlines that are SAME-DAY in some states, COBRA notices with per-day penalties, new-hire reporting windows on the way in.
What runs: Explodes the statutory checklist alongside the access one: final paycheck on your state's clock (50-state table, citations attached), COBRA administrator notice on the 30-day federal clock, I-9 and state new-hire reporting on hire, PTO-payout check where your state mandates it. Every step logged with who and when.
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Equipment issue & recovery
A departed tech with a live fuel card is the hardware version of an ex-worker with a live login — invisible until the statement arrives. Laptops, phones, tools, and key fobs walk out the same way.
What runs: Issue tasks on the hire clock; recovery tasks on the same 24-hour SLA as access revocations. The asset registry flips only when a task completes, so the ledger and reality can't disagree.
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Zombie seats & vendor renewals
Every departure leaves paid software seats nobody cancels, and every vendor contract quietly auto-renews unless someone catches the cancellation-notice window.
What runs: Joins your vendor seat map to the offboarding ledger the access lifecycle already keeps — every seat still paid for a departed worker is flagged with its monthly dollar figure. Auto-renewing contracts alarm on the LAST SAFE CANCEL date (renewal minus notice period), while the decision is still yours.
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Price-escalation enforcement
Your contracts contain CPI escalators and annual-increase rights that expire unexercised — money the customer already agreed to pay, left on the table because nobody diaries the date or wants to draft the letter.
What runs: Diaries every escalation right, alarms ahead of the send-by date, and drafts the increase letter from only the facts on file — anything missing appears as a placeholder for you, never an invented number. You approve and send; nothing goes out itself.
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Bank-detail change verification
The "we've updated our bank account" email is how businesses wire five figures to a fraudster — $3.05B in losses reported to the FBI in 2025, mostly by wire, mostly unrecoverable.
What runs: The change is logged and FROZEN until two steps happen: out-of-band verification (a call to the number already on file — never the contact info in the request, per FBI-recommended protocol) and a named approval. The system refuses to approve an unverified change; requests sitting unverified past 48 hours alarm.
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Warranty claim recovery
The part failed under warranty, you replaced it, and nobody filed the claim — documented manufacturer windows run as short as 45 days, and a late claim is a denied claim, with the manufacturer explicitly off the hook when the contractor files late.
What runs: Every replacement logged against its distributor's filing window (45-day default — the documented Lennox/Daikin/Goodman window), alarmed before the window closes, and walked through filed → approved → paid.
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Regulator filing calendar
CPNI certification, 499-A/Q, BDC, NMLS renewal, Mortgage Call Reports, HMDA — miss one and it's a six-figure forfeiture exposure or a license you re-apply for as a stranger.
What runs: A primary-source-verified calendar for telecom and mortgage: every entry carries its citation, venue, and penalty exposure. Fixed dates alarm ahead; event-driven duties (like the Robocall Mitigation Database's 10-business-day update rule) surface as standing rules, never fake dates.
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Front desk — calls, inbox & scheduling
Leads answered hours late are leads lost, inboxes rot, and appointments no-show because nobody reminded them — the front desk is three jobs nobody has time to do.
What runs: Reads the connected mailbox (Unipile), classifies and routes every inbound email, and drafts a reply in the brand voice — automated no-reply/out-of-office senders and spam are filtered out, real customers get a draft queued for one-tap approval. Nothing sends to a customer until the owner approves; complaints and billing are drafted but flagged, never auto-sent. DM leads are drafted and followed up the same way. And the moment a Google Calendar is connected, it reads every upcoming appointment on it and sends evidence-based reminders — a 3-day and a 24-hour rung (Steiner 2018) — from the brand's own mailbox, with SMS fallback. Reminders run automatically once the calendar is connected; no per-appointment setup.
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Invoicing & collections
Invoices go out late and overdue ones go unchased, because chasing money is awkward and nobody owns it.
What runs: Sends the invoice as a pay-by-link through the client's OWN connected payment provider (Stripe or Square) and chases it politely and persistently until the money lands. Nothing sends without a connected provider and a way to reach the customer.
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Commission & statement reconciliation
Statements quietly underpay — and the line that never appears at all is invisible to a spreadsheet.
What runs: Reconciles every line against what is actually owed, links clawbacks, detects missing residuals, drafts the dispute.
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Deadlines & renewals
Contracts carry dated obligations nobody diarizes — missed ones cost real money and real relationships.
What runs: Extracts every dated obligation and chases whoever owes it — including the other side — and keeps the renewal board: every auto-renewing agreement, dollars at stake, ranked by notice window.
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Document intake & paperwork
Contracts, statements and notices pile up unread; the facts inside them surface only when it is too late.
What runs: Reads it into a searchable knowledge base, extracts parties, dates, amounts and obligations, flags what is unclear.
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Customer records & CRM hygiene
The CRM decays into fiction within months — duplicates, dead deals, missing fields nobody backfills.
What runs: Keeps records current from real activity: calls, emails, invoices, bookings write back automatically.
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Quotes & estimates
Quotes go out slow and untiered, and the follow-up on sent quotes is nobody's job.
What runs: Drafts the quote (tiered where it fits), sends on approval, bumps until answered.
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Licenses, COIs & credentials
An expired license or a sub's lapsed insurance certificate is invisible until it lands on you.
What runs: Tracks certificate dates and chases renewals before they lapse — honest about what a COI can't prove.
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Memberships & maintenance agreements
Recurring agreements drift silently: included visits go unbooked, renewals slip, and nobody tracks what the book is actually worth in a sale.
What runs: Tracks agreements, chases DUE VISITS, computes MRR/retention/attach-rate, and values the agreement book honestly. (No billing — enrollment opens no subscription; card/charge chasing lives with your payment processor.)
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Dispatch & truck-roll triage
Trucks roll on problems a script would have solved; dispatch runs on gut feel.
What runs: Deterministic ROLL / DO-NOT-ROLL with the self-heal script; overrides zero their own claimed savings.
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Call intelligence & book-rate
Nobody knows what fraction of answered calls actually book, or why the lost ones were lost.
What runs: Scores calls, surfaces the patterns that lose bookings, feeds coaching.
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Transaction coordination
Contract-to-close is a minefield of dated contingencies handled from memory and sticky notes.
What runs: Tracks every contingency and deadline, chases every party, keeps the file complete.
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Deal & contract office
Win the work. Then don’t lose it on paper.
Proposals & RFP responses
An RFP response costs ~33 hours of expert time that has to come from somewhere.
What runs: Extracts requirements verbatim, scores the compliance matrix FIRST, drafts mapped responses from approved answers.
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Bid / no-bid qualification
Most RFP responses lose — many were wired for the incumbent before you opened them.
What runs: Scores winnability and names the wiring tells; recommends the walk-aways.
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Security questionnaires
A SIG or SOC 2 questionnaire freezes the deal until someone burns a week answering it — and a wrong answer is fraud exposure.
What runs: Answers only from approved facts, flags gaps instead of inventing, checks exceptions in code after generation.
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Marketplace account health (POA)
A marketplace suspension is an existential notice with a deadline, answered in a panic.
What runs: Reconstructs what happened and drafts the Plan of Action in the structure the marketplace accepts.
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License & vendor-billing reconciliation
Vendor licenses billed to you drift from what clients pay you for — the gap is pure margin leak.
What runs: Reconciles seats billed vs seats charged, per client, per vendor.
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Marketing
Your marketing department, run for you.
Social content
The business goes quiet online for weeks because nobody has time to write and post.
What runs: Drafts posts in the brand voice, publishes on schedule, keeps the calendar full.
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Founder content
The owner's voice is the best marketing asset and it never gets written down.
What runs: Turns it into the posts only the owner could write, queued for one-tap approval.
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Reviews & reputation
Reviews go unanswered and unasked-for; the rating decays by neglect while competitors compound.
What runs: Replies to every review in the brand voice, asks after every win — policy-safe, never gated.
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Ad campaigns
Ads get set up once, never tuned, and quietly burn budget — or never get launched at all.
What runs: Generates copy/audience/budget from real numbers, launches, watches insights, tunes or kills.
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Win-back & lifecycle campaigns
Past customers are the cheapest revenue there is, and nobody ever contacts them again.
What runs: Finds them, re-engages with a reason to return, books them.
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SMS campaigns
The customer list is an asset that never gets used because compliance and copywriting are both scary.
What runs: Consent-gated segmented sends with honest measurement.
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Landing pages
Every campaign needs a page and the website guy left two years ago.
What runs: Builds and hosts the page, wires the form to speed-to-lead.
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Outbound campaigns
Cold outreach needs infrastructure, deliverability, and persistence most businesses can't maintain.
What runs: Runs sequenced outreach on maintained infrastructure with reply triage.
Your pack includes its full scope — message your specialist to adjust it.