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Documents filed, classified and summarised without re-keying.

We automate how documents and data move through your organisation: classification, filing, summaries, dashboards and the data-quality work that makes reporting trustworthy.

Who this is for

Is this you?

  • Teams sorting and filing documents by hand
  • Managers waiting on manually built reports
  • Organisations with duplicate or inconsistent records
Common workflows

What we automate

Outcomes first. Each is scoped to your systems during discovery.

Email & document classificationIncoming emails and attachments sorted by type and filed automatically.
Document & file managementConsistent naming, folders and filing across matters and clients.
Automated summaries & reportingRegular reports and summaries generated from live data.
Dashboards & business intelligenceKey numbers in one place, updated automatically.
Data quality & deduplicationDuplicate and inconsistent records found and cleaned up.
Systems we integrate

Tools as proof, not the pitch

Document storageMicrosoft 365Dashboards & BIYour CRM or practice data

We recommend platforms only after discovery, and connect to what you already use wherever we can.

Everything this service covers
Automated summary & data reportingAutomated document & file managementEmail & document classificationDashboards & business intelligenceData quality, deduplication & master data
Implementation approach

How we deliver it

01Discover & mapWe map the workflow, systems and hand-offs as they run today.
02Design & buildWe simplify first, then build and test inside your environment.
03Prove for 14 daysWhere suitable, one agreed workflow is measured against your baseline.
04Monitor & optimiseWe monitor what we build and keep improving it.
Example automation

One workflow, start to finish

An illustrative example. Yours is designed around your systems.

TriggerEmail arrives with signed documents attached
Automated step 1Attachments classified by document type
Automated step 2Filed to the correct matter folder
Automated step 3Record updated and a task created
Automated step 4Included in the weekly status report
Human reviewUnclear documents are flagged for a person to file
Security & human review

Designed secure

Anything the system can't classify confidently goes to a person. Summaries are sourced, so reports can be checked back to the data.

Security is a design input from the first architecture decision, not a review before launch.

How we work →
FAQs

Common questions

What if a document is classified wrongly?

Low-confidence items are flagged for a person, and corrections are used to improve the rules.

Can reports use data from several systems?

Yes. Combining sources is usually the point; we map where each number comes from.

How does the 14-day trial work?

We automate one agreed workflow for 14 days at no cost, with access confirmed, a baseline recorded and success criteria agreed up front. You see the measured result before deciding to continue.

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Next step

Your systems, working as one.

Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.