Most professional services firms run their documents through Microsoft 365 and file them in SharePoint. The building and the filing are usually both manual, and both are the kind of work worth taking off a person.
What we commit to, in writing
4×
faster client onboarding
20+
hrs a week back across your team
10 min
maximum spend on setting up a new client
90%
reduction in manual reporting
Targets are agreed with you before a build starts and written into the engagement. Miss them and you are refunded.
Every one of these exists because information you already hold is being moved by a person. If your version isn't on the list it probably still fits.
We agree the goal
Before anything gets built we write the task down with you, how long it takes now, and what finished looks like. If we can't agree on that, we'd rather not start.
We build it
You keep working. We don't need your team sitting in workshops, and we don't replace software you already pay for.
You decide if it worked
Two weeks in you tell us whether it does the thing we agreed. If it doesn't, we both walk away and nobody owes anything.
Word and PDF templates populated from the client data you already hold, rather than somebody editing last month's copy.
Correct folder, correct naming convention, correct permissions, without anyone having to remember the convention.
Incoming mail read and routed, confirmations filed, and the messages that actually need a person surfaced.
Anything waiting on a signature or a sign off follows up on its own until it comes back.
Someone on your team opens last month's version, saves a copy, works through it changing the details, then files it in the right folder with the right name. Multiply that by every client you have and every reporting cycle and it becomes a job in itself.
The information going into those documents almost always already exists in your systems. When it does, we make the document build itself and file itself.
Book a free time auditWhat the research says
39%
of Australian small businesses spend more than six hours every week navigating red tape.
Australian Chamber of Commerce and Industry42%
say compliance is having a negative impact on how the business operates.
ACCI, 2025 Business Conditions Report40%
spend more time stuck in the books than growing the business.
Dext, Built for Bigger Things, Censuswide, June 202531%
of financial management at the average Australian small business is still done by hand.
Dext, Built for Bigger Things, Censuswide, June 2025ACCI, 2025. Dext, Built for Bigger Things, Censuswide, 500 Australian businesses, June 2025. These describe Australian small business generally, not any one industry, and not your firm.
These are the shapes of job that come up most often in firms that run on it. None of them are case studies, they're descriptions of the work.
Reports assembled from your own data and filed to the right SharePoint location, named the way your team expects.
Letters and schedules built from the client record, ready to review rather than ready to write.
A shared inbox sorted automatically, so nothing sits unread because the person who handles it was away.
Files landing in the right place with the right access, so nobody spends ten minutes hunting last year's version.
Automatic follow up on anything waiting for a signature, until it either arrives or gets escalated.
A submitted form becomes a completed document and a filed record, without a person in the middle.
The terms, in full
$0
upfront. No deposit, no retainer, nothing changes hands before the build does what we agreed.
2
weeks to decide. If it isn't working by then, we both walk away and nobody owes anything.
1
goal, written down before anything gets built, so neither of us can move the target afterwards.
0
lock-in. It runs on your accounts and your logins. If we stop, it keeps working.
The work we've finished belongs to clients who haven't agreed to be named. When that changes it goes here with real numbers attached, not adjectives.
You don't have to take our word for anything. You find out in two weeks, at no cost, which is a faster answer than reading somebody else's case study.
Nothing here is theoretical. You watch the build handle your own data, on your own systems, and then decide whether it was worth it.
Including what we've built, what went wrong on it, and how long it actually took. We'd rather answer that honestly than show you a wall of logos.