Financial & Legal
Client matters
Connect client matters, documents and billing without losing the next action.
Book a free workflow auditThe work is complex.
Your systems shouldn’t make it harder.
When information lives in different places, your team spends more time finding answers than moving work forward.
Clients tracked in separate spreadsheets
Updates lost between the office and operational teams
Documents disconnected from the relevant record
Unclear ownership of the next action
Information entered more than once
Reports assembled manually after the work
A system that knows
how your business works.
An illustrative client matters workspace connects records, documents and team tasks. Connect client matters, documents and billing without losing the next action. This is a possible configuration, not a claim of a delivered implementation.
Illustrative financial & legal configuration based on Workbie Version 2. Sector-specific menus and fictional sample records show a possible workflow, not a delivered implementation or customer result. Final screens and modules are tailored to your project.
A clearer path through every workflow.
Enquiry
Scope & engagement
Gather documents
Review & deliver
Bill & follow up
Practical AI. Your people in control.
Draft a clients update from approved records.
Summarise outstanding tasks for your team to review.
Prepare routine follow-ups for human approval.
Human review, access controls and data requirements are agreed before implementation.Keep what works. Connect what matters.
We review your current software and the available connection options during the audit. Any integration is scoped and confirmed before development.
Integration availability is subject to technical access and provider support. No unverified integration is promised.My matters. Wherever the work happens.
- Review draft document
- Record time against matter
- Prepare client follow-up
Illustrative mobile configuration with fictional sample records. Access, screens and workflows are agreed for your team and project.
Discuss your team's workflow
The building blocks for your system.
These modules are relevant starting points. We agree the exact configuration and capabilities during your audit.
What could your team
do with that time back?
A few hours of repeated admin quickly add up. Explore the opportunity in your business.
Illustrative estimate, not guaranteed savings. Based on 48 working weeks; assumes all entered admin hours could be reclaimed. Excludes implementation and ongoing costs.1,440 hours across your team
Let’s untangle your workflow.
Tell us what’s slowing you down. We’ll help you find the right starting point.