Industry
Professional services
In professional services the margin sits in the delivery, but the calendar fills with onboarding, chasing documents, and deadline management.
Where the week goes
Onboarding is manual every time
Engagement letters, checklists, and reminder emails rebuilt client by client.
Document chasing never ends
Half the week is spent asking clients for things they already agreed to send.
Handoffs drop context
Work moves between people and the background has to be re-explained each time.
The three we usually build first
Automated onboarding pack
One form triggers the engagement letter, the checklist, and the task assignments.
Document chasing sequence
Requests, reminders, and escalation that stop the instant the file arrives.
Deadline escalation rules
Lodgement and review dates tracked with a nudge before anything is at risk.
Tools we connect
- Xero
- HubSpot
- Microsoft 365
- DocuSign
- Karbon
- Google Workspace
What that looks like
An accounting firm removed 12 hours of admin a week and has missed no lodgement deadlines since go-live.
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Thirty minutes on your workflows, then a written plan of the automations worth building first.
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