Take the repetitive week off your team
Admin & back-office automation
Reminders, status updates, document generation, invoicing triggers, and internal checklists that run on schedule instead of on someone's memory.
Usually live 2–4 weeks after the audit.
The problem
The work is done, but the week is eaten by the wrapper around it: reminders, updates, paperwork, re-typing the same details into a third system, and chasing people for documents.
What we build
Document generation
Quotes, engagement letters, service agreements, and reports pre-filled from the record instead of a copied template.
Reminder engines
Appointment reminders, no-show recovery, deadline escalation, and recurring compliance tasks created before they are due.
Status comms
Clients get told where their job is at — booked, on the way, completed, invoiced — with no one typing an update.
Invoice triggers
Job marked complete creates and sends the invoice, then handles the payment reminder sequence.
Client onboarding for a services firm
- 01New client form submitted
- 02Engagement letter generated and sent for signature
- 03Onboarding checklist created and assigned
- 04Document requests sent, then chased until received
- 05Deadlines tracked with escalation on day 5
Tools this usually touches
- Xero
- MYOB
- Google Workspace
- Microsoft 365
- simPRO
- Halaxy
- DocuSign
Using something else? We work with almost anything that has an API or a shared inbox.
Want admin & back-office automation running in your business?
Book the free 30-minute audit and we'll tell you what it would take, and whether it's worth it.
Book a free audit