Software for firms that sell judgement, not admin.

WHERE THE DAY GOES WRONG IN SERVICES
- 01
A new client's identity documents sit in an inbox for days because the person who checks them is in a meeting.
- 02
A contract is saved as final_v3_FINAL in two folders. The one that was signed is neither of them.
- 03
Time is recorded on Friday from memory, invoiced on the 10th, and queried on the 25th.
WHAT WE USUALLY BUILD
- 01Client onboarding and identity checks that move on their own and tell you when they are stuck
- 02Documents filed, named and findable the moment they arrive, with the signed one marked
- 03Time, invoices and approvals in one flow with a trail you can show an auditor
THE FIRST STEP
Take one intake process from inbox to filed and approved, with every step logged.
WHAT WE MEASURE FROM DAY ONE
- — Working days from first contact to client ready
- — Approvals waiting on a person for more than a day
SYSTEMS WE COMMONLY CONNECT
- Xero
- QuickBooks
- Zoho Books
- Karbon
- practice management systems
- HubSpot
- Salesforce
- DocuSign
- SharePoint
- Google Workspace
Systems, not clients. We keep what you run and connect it; replacing a system is the last resort, and we say why before anything is built.
SERVICES FOR THIS INDUSTRY
QUESTIONS FROM SERVICES TEAMS
- Can client onboarding be automated?
- Most of it. Forms, document requests, checks and engagement letters can move on their own, with a person approving the exceptions, so a new client is ready in days rather than a week of chasing.
- Can partners approve things without email chains?
- Yes. Approvals route to the right partner with the context attached, and every decision is logged with who, what and when.
- Will it connect to our accounting or practice software?
- Yes. We connect intake and approvals to the systems you already use, so the client record exists once.
GUIDES
YOUR FIRST STEP
Take one intake process from inbox to filed and approved, with every step logged.
Ten working days, one process, shown working. You leave with a business case and a dated plan, and keep everything it produced.