Document collection & extraction
Checklists, upload links and automatic reading of invoices and statements.
Professional Services
Spend your hours on clients, not on paperwork.
Document automation, lead tracking, approvals and client management for CA and tax firms, legal practices, consultants and agencies.
- Document automation
- Leads
- Approvals
Sound familiar?
A day without automation
- 01
Client documents arrive by email, WhatsApp and pen drive, incomplete.
- 02
Deadlines are tracked in someone’s head or a wall calendar.
- 03
Enquiries are answered when someone finds time.
- 04
Partners approve work by scrolling through long email threads.
- 1 Due A filing deadline is three weeks away.
- 2 Request The client gets a checklist and upload link.
- 3 Extract Uploaded documents are read and key fields checked.
- 4 Review Missing items are chased; staff review the rest.
- 5 Approve A partner approves the work in one step.
Automations you can start with
Small steps, real results.
Pick one to start. Most businesses begin with the task that costs them the most time each week.
Deadline reminders
Compliance and filing dates tracked per client, with reminders.
Lead tracking
Enquiries captured and followed up, from first call to engagement.
Review & approvals
Work routed for review and partner approval with history.
Client portal
Clients see status, documents and invoices in one place.
Billing reminders
Invoices and gentle payment reminders, automatically.
The day after
- Documents arrive complete, in one place.
- No deadline depends on someone’s memory.
- Approvals happen in minutes, not days.
Client data is confidential. Is this safe?
Documents are stored with role-based access and audit logs, transferred over encrypted connections and processed only for the purpose agreed.
Does it work with our accounting or practice software?
We integrate where the software allows exports or APIs, so data is not entered twice.
Let’s look at your professional services workflow.
Tell us how a normal day runs and where it gets stuck. We will suggest the first automation worth building.