Guided client onboarding
Every new client gets the same start-up steps, nothing missed.
Benefit: A faster start.
Operations & admin
Move your files forward without endless reminders.
Documents, tasks and missing items are handled as the file progresses. Everyone knows what is left to do.
A new client signs
Illustrative exampleNew client
File opened
Documents prepared
From your templates
Tasks assigned
To the right person
Items requested
Automatic reminders
File complete
Ready to start
What we can automate
Document generation from templates
Contracts, quotes and letters are produced from your templates.
Benefit: Documents drafted faster, ready to review.
Exception and blockage monitoring
Blockers and anomalies are flagged as soon as they appear.
Benefit: Problems caught in time.
Variations for your business
- Meeting notes and follow-up tasks
- Guided returns flow
- Structured collection of client access
- New-joiner onboarding
- Tenancy file checks
- Appointment reminders and confirmations
- Sending and checking administrative forms
- Job quote preparation
- Collecting site reports
- Prepare administrative intake for a legal file
- Gather documents before a broker’s review
What you gain
Fewer reminders
Reminders go out on their own.
Consistent steps
Every file follows the same path.
Visible progress
Blockers show up as soon as they happen.
You stay in control
- Contractual steps stay under human approval
- Exceptions are flagged, never silently bypassed
- The process can be taken over manually at any time
Works with your tools
- Notion
- Airtable
- Google Sheets
- Slack
- Teams
- n8n
- Make
- Zapier
What's possible depends on your tools and the access available.
Examples by industry
Frequently asked questions
Can we keep our current tools?
Yes. The approach is to connect the tools you already have rather than impose a new platform.
A process you'd like to move forward?
Tell us about it: we'll look at what can be automated for you.