For accountants, lawyers and consultants
Your work sells on trust and response time. Both get lost in admin.
What changes
- What happens now
Quote requests wait too long
Someone asks for a quote on Tuesday morning. You reply on Thursday, when you get around to it. Meanwhile they've signed with whoever answered the same day.
What it looks like afterRequest picked up and qualified immediately
The form or message gets an instant reply, with the questions that matter to you, and you receive the request already structured.
- What happens now
Onboarding takes the same hours every time
Every new client means the same documents requested, the same explanations, the same follow-ups for the paperwork that's missing.
What it looks like afterOnboarding that runs itself
The new client automatically receives the document list, a deadline and follow-ups for whatever is missing, until the file is complete.
- What happens now
Overdue invoices are tracked from memory
You vaguely know who hasn't paid. The conversation is awkward, so it gets put off, and the money sits with the client instead of with you.
What it looks like afterOverdue payments flag themselves
A missed due date triggers a polite follow-up, on a fixed day, without you opening the conversation. You look at a list instead of trying to remember.
- What happens now
Repetitive questions eat the day
Deadlines, required documents, the status of a file. Each answer takes two minutes, but there are twenty a day.
What it looks like afterProof of work, visible without asking
The client sees where their file stands without calling you, and you no longer explain the same status for the third time. Your accounting software doesn't show this to the client, because that's not its job.
- What happens now
When something changes, you open a ticket
A new rule, a flow that needs adjusting, and you explain everything from scratch to someone who doesn't know how you work.
What it looks like afterSomeone who knows your setup, keeping it running
You talk to a person who knows how things are set up in your firm, instead of opening a ticket.
The examples above describe what we typically build for this category, based on the niche's common problems. They are not guaranteed results: the configuration and its effect depend on your business and are agreed at the 30 minute audit.
What you keep from your current setup
If you already work with a system
Your accounting software and your case management software stay. We don't replace them and don't ask you to move anything out of them. We build what's missing between them and connect what you already have.
If you don't have anything yet
If you still keep everything in files and email, we put in the minimum structure that shows results right away, without changing the way you work.
What people in the industry ask us
My clients don't want to talk to a system.
They aren't asked to. What we automate here is the admin between you: the document list, the follow-ups for missing paperwork, the status of the file. The professional conversation stays entirely yours — that's what they're actually paying for.
I'm bound by professional confidentiality. Where does the data go?
To infrastructure in the European Union, into your own database, and only to the services you already use. We don't sell data and don't use it anywhere else. When the collaboration ends, you get a full export.
My accounting software already shows the status of each file.
To you. The client doesn't see it, and shouldn't — that's not its job. What's missing is a narrow window through which they see where their file stands, without calling you. That takes the most calls out of your day.
Overdue invoices — can that conversation really be automated?
The conversation, no. The reminder, yes: a message on the due date, then one after seven days, then it tells you it's time to call. What it removes isn't the awkward conversation, but putting it off — which is the part that costs money.
Professional services