Professional services
The documents, dates and follow-ups, handled.
Accountants chasing papers before deadlines. Lawyers tracking hearing dates. Travel and Umrah operators collecting passports. Property agents losing leads. The pattern is the same.
Sound familiar?
- Clients who send documents late, after five reminders.
- Dates that live in one person's diary.
- Leads that go quiet and are never followed up.
- The same status question answered over and over.
What we would set up
Back Office
Document collection
A checklist per client, with reminders until every document has arrived.
Back Office
Dates
Hearing, filing, visa and departure dates with reminders to you and your client.
Front Desk
Leads and status
Every lead logged and followed up. “What is the status?” answered from your tracker.
Example workflows
Before a filing deadline
- Back OfficeSends each client the list of documents still missing.
- ClientSends photos on WhatsApp.
- Back OfficeTicks them off and files them.
- YouSee who is still missing what.
An Umrah group
- Back OfficeCollects passports and photos from each traveller.
- Back OfficeSends visa status updates as they change.
- Back OfficeSends departure reminders with the checklist.
- Your teamAnswers only the questions that need a person.
The numbers we would watch with you
These are what we measure before and after. We publish them only with your permission.
- Documents received on time.
- Missed or rescheduled dates.
- Leads followed up within a day.
- Status questions answered without staff.
Where to start
Back Office for documents. It is the most repetitive part of the work and the easiest to automate safely.
Find out what you are losing.
Book a Goldmine Check: two hours at your business, a report in rupees within a week. Credited in full against any build.