Stop chasing documents. Start advising.
Spend less time chasing documents and more time advising clients, with follow-ups and meeting summaries prepared for you rather than by you.
Where a practice loses its week
The document that never arrives.
Every deadline has a list of clients who have not sent the one thing that was asked for. Chasing it is a job nobody was hired to do.
The season.
For two months the practice is filing, and everything that is not filing waits for the season to end.
The meeting you cannot remember.
Good advice was given on a call three weeks ago. What was agreed is in somebody’s notebook.
The chasing. Never the advice.
A practice sells judgement. Everything around the judgement — collection, reminders, summaries, status — is where the hours go, and that is what we build.
Follow up on documents.
Who owes what, chased on the schedule you set, in your practice’s voice, and stopping the moment it arrives.
Prepare meeting summaries.
What was discussed, what was agreed, what the client owes next — drafted straight after the call for you to check and send.
Answer the routine client question.
Deadlines, what a filing needs, which document is which. From your own material, with anything advisory handed straight to you.
Keep the season visible.
One view of who is complete, who is waiting and who has gone quiet, so the last week is not a discovery exercise.
What is included, and what is not.
In scope
- Document requests, chasing and status
- Meeting summaries and action lists
- Routine client questions from your own material
- Deadline and appointment reminders
- Intake for new clients
- A weekly view of everything outstanding
Stays with you
- Every piece of advice
- Anything filed or signed in your name
- Fees and engagement terms
- Client disputes and difficult conversations
- Professional judgement, always
Related pages, if this one is not quite it.
Follow-up Coordinator
The role built for exactly this chasing.
AI systems
How a build is scoped, tested and handed over.
Workshops & training
When your team should be able to build the next one.
Tell us what needs attention.
Ask the questions this work raises, or describe the job in your own words. A person replies within one working day, and if the job is not ready to build yet, we will say so instead of quoting for it.
Brand Wisdom A person reads every enquiry and replies within one working day.
Tell us what’s going on and we’ll help you work out the next step. A person reads every one of these, and you’ll hear back within one working day.
What should we work on?
Or ask first
It is the first thing we scope. We list every place information lands, restrict access to the people who need it, and write both into the handover. If your professional body requires something specific, tell us and we build to it.
That is your call, and we recommend being straightforward about it. The workflow runs in your practice’s name and voice, and it says plainly when it is passing a conversation to a person.
Often, and that is where the time goes. We test it on your actual document types during the build, then tell you which ones it handles reliably and which still need a person to open.
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