Chasing clients for records
Your team spends hours each week asking the same clients for the same documents. An agent does the chasing, logs what arrives, and escalates only what's stuck.
UK accountancy & company secretarial practices
We build and run the systems that handle the admin behind UK accountancy and company secretarial practices — deadline tracking, client chasing, document intake.
The problem
Your team spends hours each week asking the same clients for the same documents. An agent does the chasing, logs what arrives, and escalates only what's stuck.
Confirmation statements, filing dates, renewals. One agent watches every client, not one spreadsheet someone remembers to open.
Records arrive as attachments in threads. An agent pulls them out, files them against the right client, and tells you what's missing.
How it works
We map where your week goes.
In your existing tools, not a new platform.
Documented, and yours to run.
We monitor and refine it.
Pricing
£1,500
One workflow, two weeks.
£5,000
Two to three connected workflows, four to six weeks.
First three clients are priced as pilots while we build our UK case studies.
Who we are
Technical
Fifteen years in company formation and compliance filing across four jurisdictions.
Client partnerships
Client partnerships
Contact
A short call is enough to work out whether there is something here for your firm. Nothing to prepare beforehand.
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