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Your people bill for their judgment. They spend hours a week on filing.
In a professional practice the admin work is not optional, and it is not billable. Intake emails, forms, signed documents and attachments all have to land in the right place, every time.
Where the week goes
The work around the work.
New enquiries land in a shared inbox. Documents arrive as attachments and get renamed, filed and forwarded. The same client details get typed into intake forms, engagement letters and the practice system. It is careful work, and it takes hours that nobody bills for.
The filing, the forwarding and the retyping get done when things arrive, and your people spend the time on the work clients pay for.
Count it yourself
The answers are in your records.
We are not going to quote you a statistic about your industry. Open your inbox and answer these.
- 01
How many hours a week does your team spend sorting the shared inbox?
- 02
How many forms ask for client details you already have on file?
- 03
When a client sends a document, how many people touch it before it is filed?
- 04
How long does a new enquiry wait before someone replies?
What we automate
The work, plainly.
Inside the accounts and storage you already use. Your files do not move anywhere new.
01
Email triage
The shared inbox is sorted as mail arrives: new enquiries, client documents, invoices and everything else, each to the right person.
02
Form filling
Intake forms and standard documents are filled from the client details you already have, for a person to review.
03
Document filing and routing
Attachments are named your way, filed in the right client folder, and the right person is told they arrived.
04
Enquiry follow-up
New enquiries get a prompt reply and a follow-up if they go quiet, so a prospective client is not lost to a slow inbox.
Problems we fix
What it looks like here.
The paperwork piles up
Documents arrive all day and every one has to be named, filed and routed.
We type the same thing in twice
Client details get retyped into every form and system.
I can't get to the phone
New enquiries wait in the inbox while everyone is with clients.
Quotes go out, nobody follows up
A proposal goes out and nobody checks back.
Who this fits
And who it does not.
Best fit: a practice with a shared inbox and at least one person who spends much of the week on filing and forms.
- Where do our files go?
- Nowhere new. Everything runs in your own accounts and storage, with only the access it needs, and you can revoke that access at any time.
- Is anything sent to clients automatically?
- Only what you approve. A person approves anything that goes out, and you decide what that covers.
- We have confidentiality obligations.
- Then we start there. Access is limited to what each workflow needs, everything is documented, and it is all handed over to you.
- What does this cost?
- Book the free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
Next
Book a free 30-minute front-office review.
We find the one workflow worth automating first. If there is not one, we say so.