How we work
Seven steps, in the same order every time. Follow one firm through all seven.
- 01
Discovery call
A partner tells us month-end takes over the office. In a 30-minute call we hear where the hours go: client documents chased by email, and a work-in-progress report rebuilt by hand every Monday. A few days later she has a short written summary and a fixed price for the build.
- 02
Process mapping
We map how a client's records travel from inbox to filing, including the workaround living in one manager's spreadsheet. The team agrees what changes and what stays exactly as it is.
- 03
Automation build
Client uploads now land in the right SharePoint folder, and missing documents get a polite automatic reminder. The team watches each piece working as it is built, not only at the end.
- 04
Dashboarding
The partners get one live view of work in progress, deadlines and who is waiting on what. The Monday spreadsheet is no longer needed.
- 05
Testing
We test everything on synthetic or de-identified copies of last quarter's files, including the ones that arrived late and half-complete. Two of the team try it before anyone else has to.
- 06
Deployment
We switch it on in a quiet week and train the team in one short session. If something fails, an alert goes to a named person.
- 07
Support
For the first 30 days we check in closely while the new routine settles. After that, the firm decides whether to keep us on a monthly retainer.
Your firm’s path starts with one conversation.
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