Watch the manual work disappear.
Four workflows, fully automated. Click any use case below to see exactly how the platform handles it for you, end‑to‑end — and the hours it gives back to your team.
Day 1 Document Generation
Generate, send and log every document the moment an appointment lands.
Email Auto-Filing
Every engagement email routed to the right document-store folder, automatically.
Accounting One-Click Export
A full customer accounting export, in seconds, available to your whole team.
Timesheet Automation
Weekly timesheets generated for the team from your existing data sources.
Insolvency Day 1, end-to-end.
A new appointment lands. The platform instantly generates the full Day 1 documents pack, dispatches the emails, and logs everything across your systems — while you focus on the engagement itself.
Every engagement email, filed automatically.
The platform watches your shared mailboxes, identifies the customer and folder, and routes each email to the correct document-store location. Anything ambiguous lands in an exceptions portal for a 10-second review.
Full accounting export, one click.
Replaces a 30-minute click-through with a single button. Any team member can pull a complete, structured accounting export for any customer — no accounting-system expertise required.
Weekly timesheets, generated for the team.
The platform pulls from your task board, email and the team's notes to draft each fee earner's week. Staff review and confirm — they no longer have to remember what they did last Tuesday.