Client intake automation
New enquiries trigger a structured intake flow — initial questionnaire, conflict check, welcome pack and first appointment booked. No admin time, no dropped leads.
Industries · Professional services
Compliant by design. Automated by default.
Intake, matter management, billing and reporting systems built for clinics, legal practices, accountants and consultancies.
How we help
Billable hours lost to admin are hours you can't get back.
Professional services firms carry a paradox: the more clients they win, the more time their best people spend on admin instead of client work. We fix that by automating the intake, billing, compliance and reporting tasks that currently sit between your team and the work they're actually paid for.
Matter and case tracking
A live pipeline view of every active matter, case or project — status, next action, deadline and responsible team member — updated automatically as work progresses.
Billing and time capture
Time entries logged, bills drafted and payment reminders sent automatically. Aged debt reports land in your inbox every Monday. Cash flow stops being a surprise.
Compliance document management
Client files, signed engagements, ID checks and regulatory documents captured, version-controlled and filed automatically — audit-ready without the manual effort.
Client communication sequences
Regular update emails, milestone notifications and satisfaction check-ins sent at the right points in the client journey. Clients stay informed; your team stays focused.
AI assistant for admin
Meeting notes summarised, action items extracted, follow-up emails drafted — a Claude-powered AI assistant that handles the admin that follows every client conversation.
Common questions
How much admin are your fee-earners doing right now?
Book a 20-minute call. We'll audit where the time is going and what to fix first.