For partners, practice managers and operations directors
Billable people, non-billable work.That gap is the cost.
Client onboarding, document assembly, matter and job setup, compliance checks and reporting. We identify which of it needs professional judgement and which is process.
Every hour your team spends on repetitive, low-value work is money your business is leaving on the table. Book a free automation assessment and we’ll identify where you’re losing time, labour and revenue — and show you what we can automate.
What we look at
The work that repeats.
These are the areas we examine in the assessment. What applies to your business is what we find when we look, not what we assume.
Client and matter onboarding
Intake, conflict and identity checks, engagement documents and file setup, run as one sequence.
Document assembly
Documents produced from data you already hold, rather than a previous file edited by hand.
Time and billing preparation
Draft invoices assembled from recorded activity, ready for review rather than construction.
Compliance and renewal tracking
Obligations and dates tracked centrally, with escalation before they lapse.
Client communication
Status updates and acknowledgements issued from live matter data.
Practice reporting
Utilisation, WIP and pipeline reporting assembled automatically.
Your existing systems
You keep the software you already run.
We build around Xero Practice Manager, MYOB, Actionstep, Smokeball, FYI, Karbon, HubSpot and your document store. Replacing working software is expensive and disruptive. Connecting it usually is not.
The assessment
What you get, at no cost.
Where the hours go
A map of the repetitive work in your operation and roughly what it consumes.
What can be automated
Which of it is genuinely automatable, which is partly automatable, and which needs a person.
What it would take
The approach, sequence and effort involved — whether or not you engage us.