Automation shaped around your workflow.

Most lost deals are not lost to a better pitch. They are lost to a reply that came four days late, or never came at all because the message was buried under forty others. We put every channel into one queue, work out which enquiries are actually serious using what the customer said rather than guesswork, and draft the reply from your price list and templates — so your rep spends the morning calling people instead of typing.

• Pull enquiries from WhatsApp, email and web form into one queue
• Recognise an existing customer and attach their order history
• Rank by real buying signals — quantity, timeline, who is asking
• Draft the quote from your current price list
• Surface the enquiry nobody answered nine days ago
• Log everything to your CRM without anyone typing it twice

A CV takes three to six minutes to read properly, which means a hundred applications is a lost day. So most get skimmed, or never opened, and the shortlist ends up being whoever applied first. We read all of them against the same five must-haves, rank them with the reason for each score written out, and offer your live calendar to the shortlist. Nobody is rejected by a machine — declines go out only when you approve them.

• Read every application, including scanned and emailed CVs
• Score against one rubric so the tenth is judged like the first
• Write the reason behind every score, so it can be argued with
• Offer real calendar slots instead of a scheduling email chain
• Keep candidates updated instead of leaving them in silence
• Never reject anyone without a person approving it

Chasing money is uncomfortable, so it gets postponed, and the accounts that get chased are the polite ones rather than the ones that owe most. We match your ledger against the bank first — so nobody chases a customer who already paid — then rank what is left by age, amount and payment history, and write each reminder to fit the relationship. A six-year loyal payer gets a gentle nudge. A repeat offender does not.

• Match invoices to bank credits, including part-payments
• Drop anyone who has already paid, before they get chased
• Rank by what is recoverable, not just what is oldest
• Write gently to good payers and firmly to late ones
• Hold back anything under dispute and route it to ops
• Send only after a person approves the run

Work reaches a small business through every door at once: email, WhatsApp, a form, someone stopping you in the corridor. Without a system, urgency is decided by persistence rather than importance. We read every channel into one queue, merge the third chase about the same order into the existing thread, resolve the requests that answer themselves, and route the rest to the right desk with an SLA attached — so a breach is visible before the customer notices.

• Read email, WhatsApp and forms into a single queue
• Merge duplicate chases instead of opening a third thread
• Answer the routine requests without a person touching them
• Route what is left to the right desk with a clock started
• Spot the enquiry that was misfiled as a support ticket
• Escalate a stoppage immediately, with the context assembled

Your books only tell the truth if they agree with what suppliers actually billed and what the bank actually paid. Checking that by hand, every month, across hundreds of invoices, is exactly the work that gets rushed at the deadline — which is when a short-payment or a double-payment slips through. We compare your purchase ledger against statements and bank credits on supplier, invoice number, date and amount, sort the mismatches into the ones that matter and the ones that only look wrong, and put a figure on what is at risk so chasing can be prioritised.

• Match the purchase ledger against statements and bank, line by line
• Flag invoices with no matching payment, with the amount at risk
• Catch value mismatches — the 62,000 booked, 26,000 billed kind
• Recognise a credit note as an offset by design, not an error
• Find invoices on a statement that are missing from your books
• Hand your bookkeeper the evidence, not a verdict

A practice runs on other people’s paperwork. Every close and every filing season, the same statements, receipts and confirmations have to be requested from every client, chased when they do not arrive, checked when they do, and filed against the right engagement — and the deadline does not move because a client went quiet. We run that cycle: requests go out on your schedule, replies are matched to the right client and period, the missing pieces are chased with escalating politeness, and your staff open a file that is already organised. Anything unusual, and anything near a filing, waits for a partner.

• Send each client their own document checklist, on your schedule
• Match what comes back to the right client, engagement and period
• Chase the missing pieces automatically, politely then firmly
• Prepare the books — categorise, flag anomalies, draft the queries
• Track every deadline across the client book, with early warning
• Keep a partner approving before anything is filed or advised

An agency’s revenue is mostly renewals, and renewals are lost quietly: a policy nobody re-marketed, a client who was never reminded, a certificate request that sat for a day while someone was on the phone. We watch the book so nothing sneaks up — surfacing renewals well ahead, collecting what has changed with the client, lining up carrier quotes for comparison, drafting the reminder in your tone, and handling routine certificate requests on their own. Claims come in through one door and get routed with the file assembled. Binding, advice and anything with money on it stays with your agents.

• Surface every renewal 60, 30 and 14 days out, ranked by premium and risk
• Collect updated client details and documents before re-marketing
• Gather carrier quotes and lay them side by side for the agent
• Issue routine certificate requests without anyone touching them
• Take claims in through one queue and route them with the file assembled
• Nothing binds or reaches a client without an agent approving it

Contracts arrive from every team at once and all of them are urgent, so the review depends on who happens to read it and how tired they are. These builds run on Lawgix — our own legal AI platform, grounded in real statutes and case law — so instead of starting from scratch you get research, drafting and document intelligence on day one, with the workflows for your practice built on top.

• Read the whole contract, annexures and scanned pages included
• Compare against your standard positions and fallbacks
• Flag each deviation with the clause it objects to
• Catch what is missing, not just what is wrong
• Draft redlines in your own language, not generic legalese
• Keep a lawyer approving before anything is agreed