Example 01
Accountancy
Merefield Accountancy
Fictional company
Illustrative time saving
Less chasing. More time with clients.
A fictional practice where missing paperwork and manual reminders keep interrupting the week.
“We wanted fewer loose ends, not another system to babysit. Having the routine follow-ups taken care of would give us more room for client work.”
Explore the example
- The work before
- The team checks a spreadsheet, emails each client and files incoming documents by hand.
- What could change
- A document checklist triggers reminders, routes uploads to the right client folder and flags exceptions for review.
- Hours won
- An illustrative eight hours a week released from reminders and filing, with the team still approving exceptions.
