Why We Built LunaStep

Small business owners are overwhelmed by complexity, hype, and disconnected tools.
We’ve seen the impact - burned-out teams, buried leads, and broken promises.LunaStep exists to bring clarity, calm, and automation that works like grease in your growth engine - quietly behind the scenes, never in the way.

Let’s Show You How It Works

Want to see our automation in action? Fill out the form below. You'll get an instant, automated, and personalized follow-up from our system - just like your clients expect.

About LunaStep

Our team specializes in AI-driven workflow design, helping small firms streamline operations, improve client experience, and unlock hidden capacity using powerful tools like n8n and OpenAI.LunaStep's methodology was born from decades of experience engaging with with Fortune 1000 clients with firms like Salesforce and PwC. Our founder built that enterprise-level playbook so our team can deliver the same insights and execution to small businesses — starting with law firms right here in Ohio.Our name is a nod to Apollo 11 — because we believe agentic operations represent a giant leap for small businesses. The future of work is quiet, intelligent, and deeply human. We’re here to help you get there.

Our Vision

We believe the future of business runs quietly behind the scenes — powered by intelligent systems that serve people, not the other way around.At LunaStep, we see a world where small businesses can operate with the speed, clarity, and efficiency of global enterprises. Where automation isn’t just a tech upgrade — it’s a force multiplier for every team, every client, every hour.Our vision is simple:
To make agentic operations accessible, elegant, and inevitable.
Because when technology becomes invisible, your business becomes unstoppable.

This wasn’t possible until 2023

Until recently, no automation platform could reliably orchestrate business systems without massive overhead. That’s changed.n8n - the open-source engine trusted by global enterprises - unlocked a new path. Today, small businesses can run like ops-driven teams, without the complexity or cost.LunaStep brings that power to the ones who’ve been left behind:
* Enterprise-grade automation, built on n8n
* GTM systems designed through hands-on experience at Salesforce, Conga, and PwC
* Finally within reach for businesses that never got access to the playbookDelivered as a quiet, modular system that runs in the background.

Is your GTM engine stuck? (Check all that apply)

The Automation Engine Behind LunaStep

Let the system that powers our business — power yours.We didn’t start LunaStep to promote tools. We built it to eliminate bottlenecks and help service businesses run smarter. But along the way, we found one platform that changed everything: n8n.From intake assessments and automated follow-ups to ID generators and real-time dashboards, LunaStep runs entirely on n8n.
It’s the backbone of our automation engine — and a big reason we’re able to move fast, stay lean, and deliver results without bloat or bureaucracy.

Two Ways to Move Forward

1. Want LunaStep to do it for you?
We’ll identify your friction points and show you how an automation agent can solve them.
👉 Schedule a quick chat

2. Want to start building your own system?
We’re an official n8n affiliate. Use our link below to get started — it supports our work and gives you a tool we actually believe in.
👉 Try n8n

Stop Leaking Clients. Start Signing Retainers.

Are your new potential clients from your website, referrals, or Avvo dying in "black hole" email inboxes? If your intake team is "swivel-chairing" between an inbox and a spreadsheet, you are losing valuable clients to firms that respond faster.Our "playbooks" are one-time "installs" that connect your existing tools and fix your intake funnel in 5 seconds.

The Firm Intake Launcher

Price: $2,000 (One-Time Fee) (Typical 2-Week Delivery)Solution: Our "Firm Intake Launcher" is a one-time "playbook" install. We build and "wire in" an "Airtight" system (using n8n + Airtable ) that captures 100% of your leads, auto-responds in 5 seconds, and creates a "bulletproof" log of every intake
This Package Is For You If:* You are a modern firm (2-10 attorneys) running on Clio, Smokeball, or MyCase.* Your intake process is a manual "swivel-chair" between your "Contact Us" form, your inbox, and a spreadsheet..* You are tired of leads "falling through the cracks" and want a fast, permanent "No new software" fix.👉 Book Your Launcher Demo

What Our Team Delivers:✔️Intake Source Integration: We connect up to 3 of your inbound client "black holes" (e.g., Your Website Form, Calendly links, or direct 'Contact Us' emails).✔️ Client Centralization: We automatically parse, clean, and pipe all new intakes into your single source of truth (your Practice Management Software, CRM, or a new Airtable base).✔️ Automated Intake Assignment: We build a simple, efficient assignment system (e.g., round-robin or by practice area) to get the right intake to the right specialist.✔️ "On/Off" Staff Toggle: We include a simple interface that allows a manager to manually toggle intake staff "On" or "Off" from the rotation (to account for OOO).✔️ Instant Intake Notifications: We set up an immediate Slack or Email notification that fires to the assigned staff with the new client's key details.✔️ Basic Client Source Tracking: We implement the essential "Client Source" tracking field so you can finally see which channels are delivering real clients.

Need a full pipeline built out?For firms that need a complete "Modern Firm Foundations Pack" (including CRM setup and pipeline dashboards), book a Launcher Demo and we can provide a custom quote.