Less admin. More billable work.
For accounting, consulting and recruitment firms. We build one system that collects documents, drafts the routine work and chases what's missing, so your experts spend their time on clients.
Where your team's hours go today.
Endless reminder emails, half-complete uploads and files scattered across inboxes.
Figures and details retyped from statements, CVs and forms into your systems.
Senior people rewriting the same documents for every new client or month end.
Filing dates, renewals and follow-ups tracked in personal calendars and spreadsheets.
One system for clients, documents and deadlines.
Every professional services client starts from our proven core, then we shape it to your services, templates and way of working.
Client document portal
Clients upload what you need in one place. The system knows what's missing and sends the reminders for you.
Data extraction
AI pulls the figures and details out of statements, forms and CVs, ready for your team to check rather than type.
Drafted proposals and reports
First drafts written from your own templates and past work, so experts edit instead of starting from a blank page.
Deadlines and workflow
Every engagement, task and due date tracked, with the right person reminded at the right time.
Time and billing
Time captured against engagements and invoices prepared without the month-end scramble.
Weekly briefing
Workload, deadlines at risk and unbilled time summarised in plain English every week.
What a month end looks like with your new system.
Before
- Days spent chasing clients for missing documents
- Junior staff retyping numbers from PDFs
- Partners writing reports late into the evening
- Deadlines tracked in a spreadsheet only one person understands
After
- Clients are reminded automatically until everything is in
- Data arrives extracted and ready to check
- Reports start as solid first drafts
- Every deadline is visible to the whole team
Find out where AI would pay off in your business.
A 30-minute call with no obligation. We look at how your team works today and come back with three concrete places AI and better software would save time or money.
- Three opportunities, each with the time or money it would save
- A clear picture of what we would build and how long it takes
- Yours to keep, whether or not we work together