Professional servicesAI automation, systems integration
In a practice where every client conversation, email and document matters, we connected the whole daily workflow. From the moment a meeting ends to the record in the CRM and the document in the practice-management system, the follow-up work now happens automatically.
The challenge
Advisers were writing up meeting notes by hand, tracking client emails in the CRM and handling documents in the practice-management system.
Valuable detail was being lost between systems, the same information was entered more than once, and adviser time was going on admin instead of on clients.
What we built
AI meeting capture
Meetings are recorded, transcribed and summarised, and the notes are filed to the right client record.
Email automation
Routine client correspondence is handled and routed by workflow, so nothing waits in an inbox.
CRM email tracking
Correspondence stays in sync with the CRM, giving the whole practice one view of every client conversation.
Document monitoring
New documents in the practice-management system trigger the right next step automatically.
Tested before it touched a client
A written test checklist and internal demonstrations, so the team saw it working before relying on it.
The impact
Advisers back with their clients
Notes, filing and follow-ups happen in the background.
One complete record
Meetings, email and documents line up in the systems the practice already uses.
Less re-keying, fewer gaps
Information is entered once and travels to where it is needed.
More of our work
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