Your systems,
working as one.
R&T Automation designs websites, connects business systems and engineers tailored automation around the way your organisation already works.
- Based
- Melbourne & Mornington Peninsula
- Built for
- Law firms & professional services
- Approach
- Tailored, not packaged
Great software. Disconnected systems.
Most practices already run good software. None of it was built to talk to the rest, so the team fills the gaps by hand, every day.
Twenty tasks. One action.
- 1Today
- 2Connected
- 3One click
Onboarding one client today means 20 separate tasks across 4 systems, all done by hand.
Nine services. Three jobs.
We automate repetitive work, connect the systems you already use, and help you grow and stay secure. Every service has its own page.
Automate the work
Take repetitive tasks off your team.
Business Automation & WorkflowAutomate follow-up, reminders and document chasing.→AI Automation & AI AgentsAnswer, triage and route every enquiry, day or night.→Legal Workflow & Document AutomationIntake to billing, automated where it's safe to be.→Connect your systems
Make the software you already own work together.
Custom Software & Systems IntegrationMake the software you already own work as one system.→CRM & Client OnboardingOnboard clients once and keep every record in step.→Accounting Automation & Xero/MYOB IntegrationBookkeeping and billing that run in step with your work.→Grow, report & protect
Win clients, see your numbers and stay secure.
Website Design, SEO & GEOGet found by the clients already searching for you.→Document, Data & Reporting AutomationDocuments filed, classified and summarised without re-keying.→Managed Cloud, Security & SupportKeep every automation monitored, secure and understood.→Try one workflow for two weeks before you commit.
We automate one agreed workflow and measure it against your baseline. You see the result before anything ongoing is agreed.
- One defined workflowAgreed up front, so scope stays clear.
- Access confirmedThe systems involved are connected before day one.
- A measurable baselineWe record how the work runs today.
- Clear success criteriaMeasured on time saved, human touches, response time, error and rework.
Manual process
- Read the enquiry email
- Copy details into the CRM
- Create the matter
- Run a conflict check
- Draft the engagement letter
- Save it to documents
- Book the first meeting
- Add it to the calendar
- Request ID documents
- Update the CRM stage
- Notify the lawyer
- Log the enquiry source
R&T automation
- Enquiry captured & checked
- Records created in every system
- Letter, booking & ID request sent
- Team notified
- Lawyer approves the letter
Illustrative figures for one client enquiry. Time is compressed: 1 second on screen ≈ 2.5 minutes.
Simplify first. Then automate.
We don't recommend technology until we understand the business.
Your systems, working as one.
Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.