Lesstime chasing documents
Earlierreceipt of client records
Clearview of work in progress
About the client
An accountancy practice, based in Limerick, Munster, operating in the professional services sector.
The problem
Staff chased clients for documents by email and tracked progress in spreadsheets.
What we did
- Automatic document request checklists
- Reminders with secure upload links
- Files organised by client
- Partner dashboard of outstanding items
Outcome
- Less time chasing documents
- Earlier receipt of client records
- Clear view of work in progress
Services involved
Workflow Automation Services · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
