WHO IT’S FOR · PROFESSIONAL PRACTICES
Less time finding the file. More time on the work.
Law, accounting, insurance, consulting: the work is knowledge, and the knowledge lives in documents, inboxes and calendars that don’t talk to each other. Every hour spent hunting for something is an hour that isn’t billed.
WHERE THE DAY GOES
- Hours lost finding the right document, or the right version of it
- New-client intake chased by email for weeks
- Deadlines kept in a calendar, a spreadsheet and someone’s memory
- Client questions that could have been answered from the file
- Time recorded at the end of the week, from memory
WHAT THE PLATFORM DOES
- Documents read, filed against the right client and matter, and searchable
- Client intake gathered online and complete before the first meeting
- Deadlines and next steps that carry themselves forward
- A customer portal where clients see where things stand and upload what you need
- Answers drafted from your own files, each citing its source, held for your review
Where the hours come back
- Less time hunting, more time on billable work
- Clients who know where things stand without calling
- No deadline living in only one person’s head
Where it usually starts
Practices usually start with document review automation, then add a customer portal.
Every platform is built around how your business already works, so yours may start somewhere else.