Stop Doing Admin. Start Running Your Business.

Challenge

Harrow & Reid, a 14-solicitor property law firm in Leeds, spent an average of 2.5 hours per file generating client care letters, standard contract templates, and compliance documents — all manually typed from scratch for each new matter.

Solution

Built a document automation system that pulled client data from their case management software into pre-approved templates — generating fully populated, compliance-ready documents in one click, ready for solicitor review.

Results

• Document preparation time reduced from 2.5 hours to 15 minutes per new matter
• Solicitor billable hours increased by 11% as admin time was freed up for client work
• New client onboarding cycle reduced from 5 days to same-day document dispatch
• Compliance document error rate dropped 83% — significantly reducing professional indemnity risk

Challenge

Clearview, a 9-person accounting practice in Perth, ran their entire practice on manual scheduling, client follow-up emails, and end-of-month reporting that consumed senior accountants' time on low-value administrative work during tax season.

Solution

Automated client email follow-ups for document requests, deployed a self-service scheduling portal, and built automated weekly reports that summarised each client's outstanding items and sent reminders without staff intervention.

Results

• Senior accountant time on admin reduced by 9 hours per week each during tax season
• Client document submission rate improved 47% through automated reminder sequences
• Scheduling back-and-forth eliminated — clients book directly, cutting 5 hours/week of phone tag
• Practice revenue increased 22% in 12 months as partners focused on advisory, not admin