Find Out Exactly Where Your Firm Is Losing Billable Time
Most accounting firms know they spend too much time chasing clients for documents, sending manual reminders, and tracking deadlines on spreadsheets. The problem is rarely the people — it's the process.
The Client Information Workflow Review maps your current workflow, identifies where time is being lost, quantifies the financial impact, and gives you a clear roadmap to fix it.
Not sure the Workflow Review is the right first step? Talk it through for free — no commitment either way.
What the Workflow Review Covers
In a 60–90 minute working session, we map your current client information collection process end to end. We look at how requests go out, how responses come back, what happens when documents are late, and how your team tracks everything in between.
- Current workflow mapping — how your process actually works today
- Friction point identification — where delays, errors, and manual steps occur
- Time loss estimation — how many hours per week the current process costs your team
- Financial impact calculation — what that time loss costs in real terms
- Operational risk review — what breaks when someone is off or a deadline is missed
- Automation opportunity roadmap — where automation can remove the manual work
- Three quick wins — improvements that can be made immediately
- Phased implementation plan — a practical path to a fully automated workflow
What You Receive
- 3–5 page executive report covering all findings
- Automation backlog — prioritised list of workflow improvements
- Projected time savings per week and per year
- Financial impact estimate based on your firm's actual numbers
- Implementation roadmap with phased recommendations
- Short Loom walkthrough of the findings
To illustrate the kind of numbers involved: a firm losing 8 hours per week to manual document chasing loses 416 hours per year.
At a conservative internal cost of £60 per hour, that is £24,960 in lost capacity annually.
The Workflow Review puts an exact number on what this looks like for your firm — and shows what automating it would be worth.
Who This Is For
This Workflow Review is designed for owner-led UK accounting firms spending meaningful time on manual client communication, document tracking, deadline chasing, or similar workflow friction. You don't need a particular team size or a complex tech stack — just a process that could work harder than it currently does.
If your team regularly sends manual reminder emails, tracks client responses on spreadsheets, or has partners stepping in before deadlines because documents haven't arrived — this Workflow Review will give you clarity on what to fix and how.
What Happens After the Workflow Review
The Workflow Review is a standalone deliverable. You receive the report and roadmap and can act on it however you choose — internally, with another supplier, or with us.
Most clients choose to move forward with an automation build project. Where that happens, the Workflow Review fee is credited against the build cost.