Repeated paperwork
Engagement letters, checklists and standard documents prepared manually.
Solutions for professional services
For consultants, accountants, bookkeepers, legal and immigration practices and advisory firms: collect client information once, generate documents automatically, keep clients informed and hand work to billing without re-typing.
The challenge
Professional service firms sell expertise, yet a large share of each engagement goes to collecting information, chasing documents, preparing standard letters and updating trackers. Much of that information already exists in a form or email — it just is not flowing to where it is needed.
We automate the administrative path of an engagement while keeping sensitive data handling and professional review firmly in place.
Engagement letters, checklists and standard documents prepared manually.
Repeated reminder emails for missing information and signatures.
Status tracked across inboxes, spreadsheets and memory.
Workflows we can build
Every firm is different; these patterns are adapted to your process and compliance requirements.
Forms that collect the right information once and create a client record and folder.
Engagement letters, checklists and reports generated from templates with client data.
Automatic reminders for missing documents that stop once items are received.
Booking, confirmations, reminders and preparation instructions sent automatically.
A shared tracker updated by forms and workflows, with deadline alerts.
Completed work passed to invoicing or accounting with the right client and service details.
Sample workflow
This example illustrates how a new client inquiry can become a prepared engagement letter and an organized client folder, ready for professional review.
Hypothetical example for illustration only.
Intake form → client folder → engagement letter → review
Common tools
We work with your existing practice tools and Google or Microsoft workspace, respecting access controls and confidentiality requirements.
Relevant services
FAQ
We minimize access, work with test data where possible, avoid copying sensitive data into unnecessary tools and follow your firm’s policies. Specific regulatory requirements should be confirmed by your firm.
Not unless you want them to be. For professional documents, we usually generate drafts for review and approval.
If it offers an API, webhooks or a connector, usually yes. We confirm what is available during discovery.
Tell us how a new client moves through your firm today, from first inquiry to invoice.