Remove manual, repetitive work across your practice
Automate client onboarding, contracts, documents, billing and notifications — built on Microsoft 365, Power Platform and your existing CRM.
Book a Strategy CallWhat we deliver
- Client onboarding and contract automation
- Document and proposal workflows
- Approvals, billing and notifications
- Microsoft 365 and CRM automation
- End-to-end workflow design and monitoring
Typical outcomes
- 25–35% reduction in non-billable admin per week
- 3–7% realisation uplift from cleaner time and billing
- Faster matter onboarding and fewer dropped handoffs
- Audit-ready workflow logs and compliance trails
Related insights
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Beyond AI hype: the high-volume handoffs — intake, onboarding, approvals, billing prep and client reporting — where Power Automate and integrated scripts save hundreds of hours per quarter.
Billing and Time Capture Automation
How US law firms are using AI to eliminate billing leakage, automate time entry and improve realisation rates — without adding friction for attorneys.
Automation Opportunities for Accounting Firms
The highest-ROI automation targets for US accounting and advisory firms — from client onboarding and document collection to review workflows and advisory upsell.
