The Challenge
A two-partner accountancy firm was spending too much time on admin. Client onboarding took ages, they were manually chasing documents, and routine emails ate into billable hours. They needed to work smarter, not longer.
Our Solution
We built simple automations that handle the repetitive stuff: automatic document requests, client onboarding forms that populate their systems, and AI-assisted email drafts. The partners now spend time on advisory work, not admin.
Our Approach
- Mapped out where they were losing time
- Created automatic client onboarding workflows
- Set up document request sequences
- Built AI email assistant for routine communications
- Integrated everything with their existing software
The Results
Measurable outcomes that made a real difference to the business.
-50%
Less time on routine tasks
70% faster
New client setup
+15 clients
Without hiring
£3,200
Paid back in 2 months
"I was sceptical about AI but the automations have genuinely transformed how we work. We took on 15 new clients without hiring anyone."
Partner
Accountancy Practice, Cobham
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