● Loading…
The paperwork piles up
Nobody hired your team to file things. It still eats a day of their week.
Count it yourself
Does this sound like your week?
We are not going to tell you what this is costing you. You have the call log, the calendar and the inbox; the number is yours.
- 01
How many hours a week does your team spend filing, renaming and forwarding documents?
- 02
When someone needs last year's signed form, how long does it take to find it?
- 03
How many of the forms you fill in each week ask for information you already have on file?
- 04
Who reads the shared inbox, and how much of what lands there needs them?
- 05
If an auditor or a customer asked for a document today, could anyone but one person find it?
What we do about it
The work, plainly.
The paperwork stays yours, in your own storage. What changes is that a person stops being the one who moves it around.
01
Document filing and routing
Attachments and scans are named the way you name them, filed in the folder they belong in, and sent to the person who needs to act on them.
02
Forms filled from your records
The forms you fill again and again are filled from the information already in your systems, for a person to check and sign.
03
Email triage
The shared inbox gets sorted as mail arrives: orders to orders, invoices to accounts, questions to the right person, and the rest out of the way.
Your call, not ours
What you control, and what we will not do.
You control
- Where everything is filed and how it is named
- Which documents get routed to whom
- What gets filled automatically and what a person checks first
We will not
- Move your documents into a system you do not own. They stay in your storage.
- Touch regulated quality records.
- Sign or send anything on your behalf without a person approving it.
Questions owners ask
The ones we get every time.
- What does this cost?
- The free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
- Our files are a mess.
- Most are. We start with how new documents get filed from here on, then decide together whether the old ones are worth sorting.
- Where do our documents go?
- Nowhere new. They stay in the storage and accounts you already use, and you can revoke our access at any time.
- What if it files something in the wrong place?
- It flags what it is unsure of for a person, and you can see everything it filed. When it gets something wrong, we fix the rule and it does not happen again.
- We are a small office. Is this worth it?
- If one person spends a day a week on filing and forms, probably. The review is where we find out, and if it is not worth it, we will say so.
Next
Find the one workflow worth automating first.
Thirty minutes, no charge. We look at how the work runs today and tell you which workflow to automate first. If there is not one, we say so.