The five-minute test for whether a task is worth automating
Four questions that separate quick wins from money pits.
Read article
Why firms trust us
- Microsoft Power Platform certified
- Independent: no reseller commissions
- Designed and built in-house
- You own everything we build
Who we are
A consultancy that builds, not just advises.
Most growing firms have a process that quietly wastes hours every week. We find it, fix it, and hand it back to you working.
We work with UK businesses of every size, from growing practices to established firms, with particular experience in professional services. The people you speak to on the first call are the people who design and build your solution: no hand-offs, no subcontractors and no hard sell. We’re tool-agnostic, so AI tools and proven platforms come first, with Microsoft 365 wherever it’s already the best fit.
Problem firstWe understand the work before we touch the technology.
Plain EnglishNo jargon, and clear notes your team can follow.
No lock-inBuilt in your accounts, so it stays yours.
Honest adviceIf it isn’t worth automating, we’ll say so.
Sound familiar?
The same jobs, done by hand, over and over again.
Most growing firms have a handful of processes that quietly eat hours every week. Here’s what one of them looks like before and after we’ve worked on it.
Onboarding one new client1 hr 40 min per client
Enter client details
Chase missing documents
Set up files and folders
Keep the team updated
Illustrative example based on a typical onboarding process. Your numbers will differ.
What we do
Six ways we give your team time back
Most projects combine two or three of these. Every recommendation starts with your problem, not a product we’re paid to sell.
- 01
Process mapping
See exactly where the time goes, including the workarounds nobody wrote down.
- 02
Workflow automation
Connect the systems you already use so information moves on its own, first time, every time.
- 03
Workplace apps
Simple apps for forms, trackers and approvals, in place of the spreadsheet everyone edits.
- 04
AI assistants
Let AI handle the repetitive reading and writing, with a person always making the final call.
- 05
Reporting and dashboards
Your figures pulled together automatically and up to date whenever you look.
- 06
Microsoft 365 set-up
Teams, SharePoint and Power Automate organised the way your firm actually works.
Who we help
We know your kind of busy
Every sector has its own bottlenecks. Choose yours to see what we usually find, and what we typically build.
Onboarding, chasing and deadlines, handled.
For practices juggling engagement letters, ID checks and year-end paperwork across dozens of clients at once.
What we usually find
- –Engagement letters and ID documents chased by hand
- –Client data re-typed into practice software
- –Deadline tracking in spreadsheets and inboxes
What we typically build
- One onboarding form with e-signature and automatic reminders
- Details entered once and shared with your practice software
- A live deadline tracker with alerts before anything slips
Recognise this? Let’s talk it through.
Book a free callMatter intake that runs itself.
For firms where new enquiries arrive by phone, email and web form, and every one needs the same careful set-up.
What we usually find
- –Enquiries spread across inboxes and notepads
- –Matter details re-keyed into the case system
- –Status updates chased by phone
What we typically build
- A single intake app that captures everything once
- New matters and folders created automatically
- Clients and fee-earners kept updated without the calls
Recognise this? Let’s talk it through.
Book a free callReporting and hand-overs without the scramble.
For professional services firms where month-end reporting and project hand-overs eat into billable time.
What we usually find
- –Monthly reports rebuilt from four spreadsheets
- –Project hand-overs that live in people’s heads
- –Timesheets and invoices chased every month
What we typically build
- Dashboards that update themselves, plus a scheduled summary
- Standard hand-over checklists in a shared tracker
- Automatic reminders and invoice drafts from approved time
Recognise this? Let’s talk it through.
Book a free callRoom to grow without hiring for admin.
For owner-managed businesses where a few people keep everything running, and growth means more admin.
What we usually find
- –Orders, enquiries and bookings copied between systems
- –Approvals waiting in someone’s inbox
- –No clear view of what’s happening day to day
What we typically build
- Systems connected so data flows on its own
- Simple approval apps that work on a phone
- A daily summary of the numbers that matter
Recognise this? Let’s talk it through.
Book a free callThe cost of manual work
What is admin really costing you?
Move the sliders to match your team. It takes ten seconds, and most people are surprised by the answer.
Your team
Think about repetitive work: re-typing, chasing, copying and pasting, building the same report.
Manual admin costs you around
£27,600
a year, across 920 hrs of staff time
If we automated 40% of it£11,040
Working days given back49 days
Based on 46 working weeks a year. The 40% figure is an illustrative assumption; we’ll give you a real estimate after looking at your processes.
Talk through your numbers
How we work
Five clear steps. You decide at every one.
No long contracts and no surprises. You’ll know exactly what happens next, and what it costs, before it happens.
- 01
Free discovery call
30 minutes on what’s slowing your team down, and whether it’s worth fixing.
Free - 02
Workflow Audit
We map one process end to end and hand you a written, costed plan.
£595, credited - 03
Free quote
A clear, written quote for your bespoke solution, with no obligation.
You decide - 04
Build and test
Built in your own accounts and tested with the people who’ll use it.
Built in-house - 05
Go live and hand over
Team walkthroughs and plain-English notes, then a check-in to make sure it’s working.
Yours to keep
The person you speak to is the person who builds it.No sales team, no hand-offs, no offshoring.
Hands-on, start to finish
Big-firm thinking, without the big-firm bill.
Large IT projects are too slow and too expensive for most of the problems growing firms face. Off-the-shelf software rarely fits how you actually work. We sit in the middle: close enough to understand your business, technical enough to build the fix, and focused enough to price it fairly.
- More than 25 years of UK industry experience
- Microsoft Power Platform certified
- Quick decisions and direct answers
Built by Nexlane
We don’t just recommend software. We build it.
PBTable is our own league management platform: live ratings, fixtures, results and payments, built from scratch on a modern stack. It’s the same care and engineering we bring to every client project.
- Custom rating algorithm and live league tables
- Secure accounts, subscriptions and payments
- Designed, built and supported in-house
| # | Team | Played | Rating |
|---|---|---|---|
| 1 | Riverside Rallies | 12 | 1,684 |
| 2 | North Court | 12 | 1,652 |
| 3 | Kitchen Line | 11 | 1,597 |
| 4 | Dink Dynasty | 12 | 1,540 |
Results synced automaticallyExample data
Pricing
Bespoke pricing, free quotes
Every project is shaped around your business, so every quote is too. The guide prices below give you a starting point; your quote is free.
Best place to start
Workflow Audit
Know something’s slow but not sure what to fix?
£595
Credited against any project
- One process mapped end to end
- Written findings and priorities
- Costed recommendations
Build
One clear problem with one clear fix.
from£1,995
- One automation or workplace app
- Built and tested with your team
- Plain-English handover
Scale
A team or department with several linked processes.
from£4,500
- Several connected automations
- Reporting built in
- Team walkthroughs at go-live
Transform
Rethinking how work flows across the business.
from£8,500
- A staged programme of improvements
- Priorities set with your leadership
- Each stage quoted separately
Something that doesn’t fit a package? Tell us what you need and we’ll put together a free, no-obligation quote. Compare packages in detail
Insights
Practical advice for busy owners
Short reads on automation and running a tidier operation. All insights
Client onboarding without the email chase
Where onboarding usually stalls, and the simple fixes that get it moving.
Read articleHow our free quotes work
What happens between your first call and a written quote, step by step.
Read article
FAQs
Questions we often hear
Can’t see yours? Ask us on a free call. There’s no such thing as a daft question.
Ask us directlyUsually not. We start with the tools you already pay for and only suggest something new when it clearly earns its place. If it does, we’ll tell you the running cost before you commit.
Not at all. Most of our clients don’t have an IT team. We explain everything in plain English, do the building ourselves, and show your team how it works at handover.
We test everything with real examples before go-live and check in afterwards to make sure it’s working. Everything is documented, so any issue can be traced and fixed quickly.
It depends on the scope, and we’ll agree a timescale in your quote. A single automation is usually a matter of weeks, not months.
Everything we build lives in your own accounts, using the security settings of the tools you already trust. We only access what the job needs, and you control who can see what.
Tell us about the process that eats your week.
Thirty minutes, no preparation needed. You’ll leave with a clearer picture of what could change, even if we never work together.
- 30 minutes, by phone or video
- No preparation needed
- An honest view, with no obligation