Projects Details:
About : A professional services firm lost hours every week chasing signatures and searching for the latest version of a document. We automated the approval flow and gave every file one clear home.
- Client : Professional services client (name withheld)
- Date : November 18, 2024
- Category : Solution
- Location : London, UK
We observed how contracts, invoices and reports moved between people. Most of the delay was waiting: for a signature, for a reply or for someone to find the right file.
The solution routes each document to the right person, reminds them automatically and keeps a full history. People work in their usual tools, and nothing is lost between steps.
Workflow Automation Design
We automated the repetitive steps and left the decisions to people, so the process became faster without becoming rigid.
- Built approval flows with reminders and deadlines.
- Connected the document store to email and the accounting system.
- Added a searchable history of every change.
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The firm now follows every document from first draft to final signature and no longer depends on email chains.
- Average approval time cut from five days to one.
- Hours spent searching for files down by 70%.
- Every decision has a clear audit trail.
How long does a typical project take?
Most projects take between 6 and 16 weeks, depending on size. We agree on a timeline after the first workshop and share progress every week.
How do we start working together?
Contact us with a short description of your goals. We arrange a call, ask a few questions and send a clear proposal with scope, timeline and cost.
Can you work with our existing systems?
Yes. We connect new solutions to your current software, import your data safely and keep everything that already works.
What support do you offer after launch?
We provide training, documentation and ongoing support plans, so your team always has someone to ask when needs change.
Is our business data safe?
We follow secure development practices, control access by role and keep regular backups, so your data stays protected and recoverable.
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