Who we help
Examples per sector.
Pick your sector and see what we would build there. Each example links to the service page.
Who we help
What we would build in your sector.
A solicitor, an architect and a plumber have very different days and the same problem: quoting, chasing, filing and retyping that nobody pays them for. Twelve sectors, ten worked examples each: automations, a website and an app. Yours not here? Same approach, different nouns.
You're on site when the phone rings. The job that pays is the one in front of you. The quote you never sent, the variation nobody priced and the invoice that went out late are where the margin goes.
Also for: builders, plumbers, electricians, heating and cooling, joiners, roofers, painters, landscapers, kitchen fitters, solar installers
Missed call answered in a minute
If you can't pick up, the caller gets a text: on a job, describe the problem and send a photo here. The details and photos reach you in one message, and emergencies are flagged.
Read the post → AutomationQuote from a few photos
You send photos and a voice note. A quote is drafted with your parts and labour rates in your format. You check the numbers and send it from the van.
Read the post →A site that books the survey
Your jobs with photos, the areas you cover, and a form that takes the address, the problem and a photo. A survey slot is picked from your real diary.
A job app for the vans
Each fitter sees the day's jobs, the address and the notes, ticks the job done and takes a signature. The invoice goes out from that tick.
Job booked, customer reminded
Accepted quotes go straight into your calendar with the address and job notes. The customer gets a confirmation and a reminder the day before, and you get the day's route.
Read the post → AutomationVariations logged and priced
A client asks for a change on site and you record a voice note. The variation is logged, priced from your rates and sent for approval before the work happens.
Read the post → AutomationInvoice the moment the job is done
Mark the job done on your phone. The invoice goes out with a payment link, and polite reminders follow at 7, 14 and 30 days.
Read the post → AutomationService and certificate reminders
Boiler services, gas safety certificates and electrical inspections come due automatically. The customer gets a reminder and a booking link, and your calendar fills in the quiet months.
Read the post → AutomationSubcontractor paperwork chased
Insurance certificates, invoices and timesheets from subcontractors are tracked and chased, and flagged when they are missing before a payment.
Read the post → AutomationJob costing without the spreadsheet evenings
Supplier invoices and timesheets are matched to the job. You see cost against estimate per project, updated as invoices arrive.
Read the post →A small firm's week is intake, letters, document chasing and billing, and the fee earner does most of it. These are the pieces we take off your desk.
Also for: solicitors, notaries, conveyancers, mediators, bailiffs, patent and trademark attorneys, legal advisers
New enquiry to opened matter
A prospect fills in your web form or emails. The system sends your intake questions, summarises the answers into a one-page note, runs a conflict check against your client list and opens the matter in Clio, LEAP or your folders. You read the note and decide whether to take it.
Read the post → AutomationEngagement letter in minutes
Once you say yes, the engagement letter, scope and fee estimate are drafted from your templates with the client's details filled in and sent for e-signature. The signed copy files itself.
Read the post →A site that takes the enquiry properly
Practice areas in plain words, fixed fees where you have them, and an enquiry form that asks the right questions so the first call is not spent collecting them.
A client portal app
Clients see where their matter stands, upload documents from their phone and get a push when something needs signing. Fewer 'any news?' emails.
ID and proof of address checked
Clients upload their documents to a link. Each one is read, checked against your AML checklist, and a list of what is missing or expired goes back to the client automatically. You see a green tick or a short list.
Read the post → AutomationDocument chasing that doesn't need you
Every outstanding document per matter is tracked. Reminders go out on day 3, 7 and 14 in your tone and stop the moment the file arrives. Nobody at the firm writes chase emails any more.
Read the post → AutomationInbox sorted by matter and urgency
Incoming mail is tagged to the right matter, court deadlines and anything from the other side are flagged, and newsletters never reach you. Each morning you get a short list of what actually needs a decision.
Read the post → AutomationBundles and email chains summarised
Drop a 200-page bundle or a long email chain into a folder and get a dated chronology with page references. You still read the important pages, just not all of them.
Read the post → AutomationClient updated at every stage
When a matter moves stage, the client gets a plain-English update drafted in your voice. You approve with one click. Fewer 'any news?' calls.
Read the post → AutomationTime and billing nudges
Unrecorded time is flagged at the end of the day from your calendar and email, work in progress per matter lands in your inbox on Friday, and draft bills are prepared on your billing date.
Read the post →Every client has a different way of sending you a shoebox. The retyping and the chasing are the hours you can't bill properly.
Also for: accountants, bookkeepers, payroll bureaus, insurance brokers, mortgage advisers, financial planners
One address for all client paperwork
Clients forward or photograph invoices and receipts to one address. Each document is read, matched to the right client and posted as a draft in Xero, QuickBooks or Sage for you to approve in batches.
Read the post → AutomationMonth-end document chase
A list of what each client still owes you (bank statements, missing invoices, payroll info) is built automatically and chased in your tone on a schedule you set.
Read the post →A site that onboards the client
Services, prices and a start form that collects company number, year end and software, then books the first call. The engagement letter is drafted from it.
A receipts app for your clients
Clients photograph receipts and the app files them to the right client and month. Month end stops with the shoebox.
Bank reconciliation suggestions
Unmatched bank lines are matched to invoices and receipts with a suggested category, so reconciliation becomes approving instead of hunting.
Read the post → AutomationDeadline tracker across all clients
VAT, year-end, confirmation statements and payroll dates per client in one view, with reminders to the client and to you.
Read the post → AutomationClient onboarding pack
New client: engagement letter, AML checks, authorisation forms and the welcome email, all drafted and sent from your templates.
Read the post → AutomationMonthly report packs
The management accounts summary per client is produced in your format and sent on your schedule, with a short plain-English note on what changed.
Read the post → AutomationQuery lists that write themselves
Transactions needing a client answer are collected into one question list per client, sent once a week instead of twelve emails.
Read the post → AutomationFee proposals from your pricing rules
Answer a few questions about a prospect's size and services and a fee proposal is drafted from your pricing rules.
Read the post →The drawing is the job. The fee proposals, site queries, revisions and client updates are what eat the evenings.
Also for: architects, interior designers, structural engineers, building surveyors, energy assessors, planning consultants, landscape architects
Fee proposal from your template
You answer six questions about the project: type, size, stages, site. The proposal and appointment letter are drafted from your own template with the work stages and your rates filled in. You adjust and send.
Read the post → AutomationSite queries logged with a draft reply
Questions from the contractor arrive by email, WhatsApp or photo. Each one is logged against the project with a number and a date, a draft answer is prepared from your drawings and earlier replies, and open queries are listed every morning.
Read the post →A portfolio site that leads to a brief
Projects by type, then a brief form: site, size, stage, budget band. The fee proposal is drafted from the answers.
A site-visit app
Snag lists with photos, pinned to a plan, shared with the contractor. Each visit becomes a report without an evening of typing.
Planning and tender documents read for you
Tender packs, planning conditions and consultant reports are read for dates, obligations and quantities and put into one tracker. The deadlines go in your calendar.
Read the post → AutomationSite photos filed by project and date
Photos sent from the phone are renamed, filed to the right project folder and stage, and a weekly set is assembled for the client report.
Read the post → AutomationWeekly client progress report
Every Friday the week's site notes, photos, decisions and next steps are assembled into a short report in your format, ready for you to check and send.
Read the post → AutomationDrawing issue register
Each drawing issue is logged with revision, date and recipients, and the issue sheet goes out automatically. Nobody argues about which revision they received.
Read the post → AutomationConsultants and suppliers chased
Information you are waiting on from the structural engineer, the services engineer or a supplier is tracked and chased politely until it arrives.
Read the post → AutomationHours against fee, per stage
Time from your timesheets is set against the fee per stage, and you are told the moment a stage is going over, not at invoice time.
Read the post →Reception is a full-time job. When it's you doing it between patients, the treatment room suffers.
Also for: GPs, dentists, physios, osteopaths, chiropractors, psychologists, dietitians, vets, opticians, speech therapists, podiatrists
Bookings confirmed, no-shows reduced
Requests from your website, voicemail or WhatsApp are answered with free slots, booked in your system (Cliniko, Jane, Dentally, Semble) and reminded two days and two hours before.
Read the post → AutomationIntake forms before the first visit
New patients get the intake and consent forms by link. Answers go into the record and a one-paragraph summary waits for you before the appointment.
Read the post →A site with booking on the page
Treatments, prices, who you treat, and a slot picked from the real diary. Reminders go out by text, no-shows drop.
A patient app with exercises
Patients get their exercise plan, tick what they did, and message the practice. You see who is keeping up before the next appointment.
Patient questions answered 24/7
'Do you treat sciatica, do you take my insurance, how much is a check-up, where do I park?' answered on your website and WhatsApp from your own answers. Anything clinical is handed to you.
Read the post → AutomationFollow-up after treatment
Two days after the first session: how are you feeling, with a rebooking link. Six weeks after the last: a check-in. Lapsed patients get a personal note drafted for you.
Read the post → AutomationRecalls that fill the diary
Six-month check-ups, annual reviews and course-of-treatment reminders go out automatically with a booking link.
Read the post → AutomationReferral and insurance letters
Referral letters, insurance reports and GP updates drafted from your notes in your format, for a quick read and a signature.
Read the post → AutomationReviews after a good visit
A review request after the appointment, routed so unhappy replies reach you before Google.
Read the post → AutomationWeekly numbers
No-show rate, utilisation per practitioner, new versus returning patients, in a Monday email.
Read the post →Enquiries at 11pm, viewings to book, referencing to chase, landlords to update. The agent who answers first wins the instruction.
Also for: estate agents, letting agents, block and property managers, holiday lets, co-working spaces, student housing
Portal enquiries answered in a minute
Rightmove, Zoopla, OnTheMarket and email enquiries get a reply within a minute, qualifying questions are asked, and viewings are offered from your diary.
Read the post → AutomationViewings booked, confirmed and fed back
Confirmed viewings go into the calendar, applicant and vendor are confirmed and reminded, feedback is requested afterwards and sent to the landlord or vendor.
Read the post →A site that qualifies the lead
Listings with real availability, a valuation request that asks the right things, and viewings booked from your diary.
A tenant app
Tenants report a repair with a photo, see the status and get the contractor's slot. The phone stops ringing about the boiler.
Listing copy from your photos
Upload the photos and a few facts. The description, bullet points and social posts are drafted in your house style.
Read the post → AutomationTenant referencing chased
Application documents are collected by link, read and checked against your list, and the missing ones are chased until the file is complete.
Read the post → AutomationRenewals and compliance tracked
Tenancy end dates, gas safety, electrical, EPC and deposit deadlines per property in one view, with notices and reminders sent on time.
Read the post → AutomationMaintenance requests to job tickets
A tenant's 'the boiler's broken' email becomes a ticket. The right contractor is asked for availability, and tenant and landlord are kept informed.
Read the post → AutomationLandlord statements and updates
Monthly statements and a short note on each property, produced and sent automatically.
Read the post → AutomationArrears and voids in one view
Who is late, what is empty and for how long, every Monday.
Read the post →'Where's my order, do you have it in blue, can I return it?' Hundreds of times a month. Then the stock, the reviews and the posts.
Also for: independent shops, webshops, wholesalers, distributors, bike shops, garden centres, pharmacies, bookshops
A chatbot that knows your shop
Sizing, shipping, returns and 'is it in stock?' answered from your own product pages and policies, on your site, WhatsApp and Instagram. Order status is looked up in Shopify or WooCommerce.
Read the post → AutomationStock alerts and reorder drafts
When a product falls below your threshold you get an alert and a reorder email drafted to the supplier.
Read the post →A webshop that talks to the shop
Stock from the till, click and collect, and a product question answered from your own pages. One stock count, not two.
A loyalty and pre-order app
Regulars pre-order and pay, pick up without the queue, and collect points. You see tomorrow's orders tonight.
Supplier price lists imported
Price lists in PDF or Excel become a clean import file for your shop, with price changes highlighted.
Read the post → AutomationReviews gathered and answered
Review requests after delivery, replies drafted for every review, the best ones turned into posts.
Read the post → AutomationA week of product posts
New stock or a chosen theme becomes a week of posts in your tone, queued in Buffer or Later for your approval.
Read the post → AutomationReturns without the back-and-forth
Return requests are checked against your policy, labels issued, refunds queued for your approval.
Read the post → AutomationMonday morning numbers
Sales, best sellers, low stock, ad spend and refunds in a five-line email at 7am.
Read the post → AutomationAbandoned basket and win-back emails
Timed, personal emails to people who nearly bought or haven't bought in a while, written in your voice.
Read the post →Full on Friday, and at midnight you're still answering Instagram DMs about the Saturday booking.
Also for: restaurants, cafés, bars, caterers, venues, B&Bs, hotels, food trucks, event planners
Bookings and DMs answered
Table requests from Instagram, Facebook, WhatsApp and your site are answered with availability, booked in your system and confirmed. Group size and allergens are asked about upfront.
Read the post → AutomationFewer no-shows
A reminder the day before with a one-tap confirm, and a follow-up after a no-show with a reason to come back.
Read the post →A site with the menu as text and a table booked
Menus people can read on a phone, allergens, hours, and a table or an event booked without a phone call.
A pre-order app for events
Christmas parties pre-order and pay the deposit, the kitchen gets the list, and changes close on the date you set.
Menu to posts
Photograph this week's menu or specials. Posts and a story are drafted and queued for your OK.
Read the post → AutomationReviews answered in your voice
Google and TripAdvisor reviews collected daily, replies drafted, the bad ones flagged to you first.
Read the post → AutomationSupplier invoices into the accounts
Invoices from the wholesaler and the brewery are picked out of email and posted to your accounting as drafts, with price rises highlighted.
Read the post → AutomationRota and staff messages
Open shifts are offered by text to the people who can work them, and the rota goes out every week.
Read the post → AutomationPrivate hire and event enquiries
Enquiry, then questions about date, numbers and budget, then a draft proposal from your packages for you to send.
Read the post → AutomationWeekly numbers
Covers, average spend, reviews and bookings in one Monday email.
Read the post →Classes, cuts and memberships sell themselves. The DMs, the cancellations and the 'is there space on Thursday?' don't stop.
Also for: hairdressers, beauty salons, barbers, gyms, yoga and pilates studios, driving schools, music and dance schools, tattoo studios, pet groomers
Class and appointment questions answered
Times, prices, memberships, cancellations and 'is there space?' answered on WhatsApp and Instagram from your timetable and booking system.
Read the post → AutomationTimetable to posts
Next week's timetable or this month's offers become posts and an email teaser, queued for approval.
Read the post →A site that sells the class
Timetable, prices, trial offer, and a booking taken with payment. Waiting lists fill the gaps.
A members app
Book, cancel, pay and check in from the phone. Push for the class that just freed up.
Cancellations fill from the waitlist
A cancellation triggers an offer to the waitlist in order. The spot fills without you.
Read the post → AutomationLapses caught early
People whose attendance drops get a personal check-in. People who cancelled get a win-back message you approve.
Read the post → AutomationNew member onboarding
Welcome sequence, intake form, first-session reminder and a check-in after week two.
Read the post → AutomationReviews and referrals
Review requests after the third visit, referral offers to regulars.
Read the post → AutomationRetail stock alerts
Product stock in the salon or studio tracked, reorders drafted.
Read the post → AutomationMonday numbers
Attendance, new members, churn and revenue in one email.
Read the post →Cars on the ramp, vans on the road, and the office is whoever is nearest the phone. Bookings, quotes, parts and paperwork are what the day gets lost to.
Also for: garages, body shops, tyre centres, couriers, removals, taxi and minibus firms, haulage, car dealers, boat yards
Service or MOT booked by WhatsApp
The customer sends the reg number and what they need. A slot is offered from your diary, booked, confirmed and reminded the day before, with a courtesy car noted if they asked for one.
Read the post → AutomationQuote from the reg and a photo
Reg plate, mileage and a photo of the damage come in. A quote is drafted from your parts supplier's prices and your labour rate, in your format, for you to check.
Read the post →A site that quotes the job
Routes, vehicle types and a quote form that prices from your own rates. The booking lands in the diary with the addresses.
A driver app
Jobs, addresses, photos at pickup and drop, signature on the phone. The proof of delivery reaches the customer the same minute.
Parts ordered when the job is booked
When a job is confirmed the parts list is checked against stock and the order email to your supplier is drafted, so the car is not on the ramp waiting for a part.
Read the post → AutomationMOT and service reminders
Reminders go out when a vehicle's MOT or service falls due, with a booking link. Quiet weeks fill themselves.
Read the post → AutomationCustomers told where their job is
Couriers and removals: the customer gets an ETA, a 'we're twenty minutes away' and a proof-of-delivery photo, without the driver touching the phone.
Read the post → AutomationDriver timesheets and routes
Check-ins become timesheets, jobs are grouped by area into routes, and each driver gets the day's job sheet in the morning.
Read the post → AutomationFleet paperwork tracked
Fuel, parts and subcontractor invoices go into your accounts per vehicle or job. Insurance, tax and inspection dates are tracked per vehicle with reminders.
Read the post → AutomationWeekly numbers
Jobs done, revenue per bay or per van and outstanding invoices, in a Monday email.
Read the post →You sell people's time and your own thinking. Rotas, timesheets, proposals, follow-ups and invoicing are not what anyone pays you for.
Also for: cleaning companies, home care, staffing and recruitment, security, IT support, marketing agencies, consultants, coaches, translators, photographers
Rota gaps filled by text
A gap is spotted, available staff are offered the shift in order of preference, and the rota updates when someone accepts.
Read the post → AutomationTimesheets to invoices and payroll
Timesheets or check-ins are matched to the client's schedule and become the invoice and the payroll file, with exceptions flagged.
Read the post →A site that books the discovery call
What you do, who it is for, a worked case, and a call booked from your real calendar with the brief attached.
A client reporting app
Clients open one app and see this month's numbers, the work done and what is next. Fewer status meetings.
Proposal from the discovery call
After the call, the transcript becomes a draft proposal in your format: understanding, approach, scope, price.
Read the post → AutomationLead follow-up that doesn't fade
Every lead gets the right follow-up at the right time, in your voice, until they say yes, no or later.
Read the post → AutomationCompliance tracked per person
Background checks, right-to-work, training certificates and insurance expiry per person, with reminders before they lapse.
Read the post → AutomationCall notes to actions
Every client call is summarised, actions are assigned and a recap email is drafted within minutes.
Read the post → AutomationMonthly client reporting
Results and activity per client assembled into your report format.
Read the post → AutomationInvoicing and chasing
Invoices raised on the schedule in the contract, reminders sent, and you are told when something is late.
Read the post →Every order starts with a question, a drawing or a photo, and ends with a delivery and an invoice. Everything in between is quoting, scheduling, ordering and keeping people informed.
Also for: printers, joinery workshops, metalworkers, bakeries, butchers, breweries, florists, sign makers, furniture makers, upholsterers
Quote from a drawing or a photo
A customer sends a sketch, a photo or a spec. The system asks the missing questions (size, material, quantity, date) and a quote is drafted from your price rules for you to check.
Read the post → AutomationOrders into the production schedule
Accepted quotes become jobs with a due date, a materials list and a place in the schedule. The customer gets a confirmation with the delivery date.
Read the post →A site that takes trade orders
Your range with trade prices behind a login, minimum quantities and a reorder button. Orders arrive as rows, not as emails.
A production app for the floor
Today's batches, what is due, stock of ingredients or parts. Tick a batch done and the stock moves.
Materials ordered before they're urgent
Materials for upcoming jobs are checked against stock and supplier lead times, and purchase orders are drafted while there is still time.
Read the post → AutomationCustomers kept informed
In production, ready for collection, out for delivery: the customer hears it without anyone making a call.
Read the post → AutomationSupplier invoices matched to jobs
Invoices are read, matched to the purchase order and the job, and posted to your accounts, so you know the real margin per job.
Read the post → AutomationRepeat orders reminded
Customers who order regularly get a reminder when their usual order is due, with a one-click reorder.
Read the post → AutomationProofs and approvals recorded
Printers and sign makers: proofs sent, approvals recorded, changes logged, and nothing goes to press without a yes.
Read the post → AutomationMargin per job, every week
Hours, materials and invoice value per job in one view, with the jobs that lost money flagged.
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