01
People and permissions
Who uses the system, what each role can see and where approvals sit.
An idea for professional services
Put client work, deadlines and documents in one product
Keep client records, documents, deadlines and service activity together while controlling access to sensitive information.
- Free no-obligation 1-to-1 meeting
- Personalised demo before you subscribe
- No setup fee. Plans from £200/month + VAT
Your product buildLive workflow
YOUR REQUIREMENTS“Replace our spreadsheet booking process”
Users, records, rules and the result you need.
- 11-to-1 meetingRequirements discussed with a developerDone
- 2Personalised demoCore workflow ready to reviewReady
- 3AI buildCode written to the developer’s instructionsBuilding
- 4Developer QAInstalled, checked, issues fixed by AINext
- 5Your reviewApprove the version or request refinementNext
AI writes the codeA developer installs and checks every version
You review every versionAccept it or return it for refinement
Illustrative workflow
This is an example of what a tailored system could include. The final scope and outcomes depend on the organisation, users, data and agreed process.
Possible system features
Bring the key records and actions into one managed system
- Structured client onboarding
- Secure document requests and storage
- Deadline and compliance reminders
- Time and activity recording
- Customer portal and approvals
- Management dashboards and audit history
Example workflow
- 1
Onboard
Collect identity, scope and required documents
- 2
Deliver
Track tasks, deadlines and communications
- 3
Approve
Request signatures or client decisions
- 4
Review
Report on workload, risk and billing activity
What the 1-to-1 meeting identifies
Build around the real operational detail, not an industry template
02
Records and terminology
The fields, statuses, documents and language already used by the business.
03
Actions and exceptions
What should happen normally and how unusual cases need to be handled.
Free 1-to-1 meeting. No obligation.
Create a proof of concept for your workflow
Book a free, no-obligation 1-to-1 meeting to discuss your requirements. We will build a personalised demo so you can see the direction before choosing a monthly plan.