A shared inbox someone reads, classifies and forwards every day.
02
Documents moved around manually
Files renamed, saved into folders or attached to case files by hand.
03
Approvals by email
Requests going back and forth with nobody sure where they stand.
04
Tools that do not talk
The same data entered in the CRM, the ERP and a spreadsheet.
02 — What we do
Automations that fit the way you work.
You don’t need to automate everything at once or switch platforms: we start with a single process and grow from there.
01
Incoming email handling
Identify the type of message and classify or route it according to your process.
02
Document workflows
Organise, name and file documents within your team’s workflows.
03
Approval workflows
Requests with clear statuses, owners and alerts instead of email chains.
04
Integrations
Connect CRM, ERP, email and documents so data flows without copying.
05
AI where it helps
If a task means reading or interpreting text, we add AI; if a rule will do, we don’t.
03 — Related projects
Real problems, solved in the last twelve months.
Property management
A shared inbox that sorts itself
The problem
Emails from residents’ associations, owners and incidents had to be read, classified and forwarded by hand, with no clear view of who was handling each matter.
What we did
Automated handling of incoming email: it identifies the type of message and classifies it according to the management process.
You can start with a single process, without replacing the whole platform.
Professional services and consulting
A document platform adapted to the whole organisation
The problem
Several departments, professionals and clients were sharing documentation without a common structure, and part of the work still happened outside the system.
What we did
We adapted and configured their document management and collaboration platform: per-department structures, work forms, document workflows, integrations and automations.
You don't always need to switch platforms: we also make the one you already have fit the way you work.
Legal services
Automated document management for a law firm
The problem
Documentation about clients, matters and case files was spread across emails, folders and manual processes.
What we did
A document management system adapted to a legal environment that organises documents and automates their handling within the team’s workflows.
Less manual work for teams with very high standards.
04 — FAQ
What people usually ask us.
Where should we start automating?
With the task that takes the most hours and repeats the most. Our hidden-cost calculator helps estimate what it costs you today, and we prioritise from there.
Do we need new software to automate?
Not necessarily. Many automations are built on top of the tools you already use, such as email, your document manager or your ERP.
What is the difference between automation and AI?
Automation runs steps with clear rules; AI is added when text or documents need interpreting. Many processes combine both.
What happens if the process changes?
Automations are maintained and adjusted. We offer maintenance plans so they keep working when the way you work changes.