Custom-built

Solutions · Save time

“I spend my week chasing documents and retyping the same details.”

A client forgets one paper, and a file stalls. Someone on your team writes the same reminder for the tenth time, then copies the same name and number into three places. We build a simple system that asks for what’s missing, collects it in one place and saves the typing, and your team checks everything before it’s used. There’s no public example yet, so we build it for you, around how you work.

What it looks like today

None of it is hard. It just eats the time you need for real work.

01

You chase the same documents

Emails and messages go back and forth, and files wait because one item is still missing.

02

You retype the same details

A name, an address and a number get copied from an email into a form, then into a spreadsheet.

03

Nobody is sure what’s still missing

The list lives in someone’s head or in a note. A file stalls because nobody noticed.

From scattered papers to one clear file

Clients send things in one place. Your team sees what’s there, what’s missing and what to check.

  • Client emails
  • Photos and scans
  • Forms
  • Your checklists
Your document system
  • A list of what’s received
  • Reminders sent for you
  • Details saved once
  • Files ready for your check

What it looks like in practice

This is a sample of the kind of screens we’d build. Yours would be shaped around your files.

  1. 1

    A checklist for every file

    Each type of file has its own list. You see at a glance what’s in and what isn’t.

  2. 2

    Reminders go out by themselves

    When something is missing, the client gets a polite reminder in your tone, at the pace you choose.

  3. 3

    Clients upload in one place

    A simple page, with your name on it, where they drop what’s missing and see where their file stands.

  4. 4

    Your team checks before it’s used

    Details taken from documents are shown for review. Someone on your team approves them before they go anywhere.

Less retyping

Type it once, not three times.

When a client sends details, they are read from the document or form and placed where they belong. You review them instead of typing them.

  • Names, dates and numbers carried into the right place
  • Each detail shown for review before it’s saved
  • Fewer typing mistakes from copying and pasting
A person checks

Nothing is used before your team has seen it.

The system prepares and reminds. People decide. You choose which steps need an approval, and nothing moves forward without it.

  • A check by your team before anything is used
  • You set the reminders: what they say and how often
  • A clear record of what was asked, received and approved

Hand off the repetitive part.

The work that repeats can run by itself. The work that needs you gets more of your day.

Your project, step by step

A typical project. Because it’s built for you, we confirm the steps and dates after a short call.

  1. Step 1

    A short call

    We look at your files, your checklists and where the time goes.

  2. Step 2

    A quote and a plan

    You get the scope and price in writing before we start.

  3. Step 3

    Build and test

    We build it, then your team tries it on real examples and tells us what to change.

  4. Step 4

    Launch and follow-up

    It goes live, and we stay in touch to adjust it as you use it.

What you get

  • A checklist for each type of file
  • Automatic reminders in your wording
  • A page where clients upload documents
  • Details saved once, shown for your review
  • A check by your team before anything is used
  • A simple report on what’s waiting

What we need from you

  • A short call about your files and the documents you ask for
  • Your current checklists and sample documents
  • Someone on your team to review and approve at the start
  • A short check-in after launch

What it won’t do

  • It won’t decide for you. A person checks before anything is used
  • It won’t send anything on its own that you haven’t approved
  • It won’t give professional advice about a client’s file
  • We won’t promise a result. We promise the work and the reporting
Documents are sensitive: Before we start, we agree in writing who can see client documents, where they’re stored and how long they’re kept.

Questions

What it costs

From CAD 1,200, plus a monthly fee if we run it.

Quoted after a short call, because every business keeps different files.

How pricing works
Is there an example I can try?

Yes, on a call. We walk you through how yours would work, using sample documents, before you commit.

Does it replace my team’s review?

No. Your team checks everything before it’s used. The system saves the chasing and the typing, not the judgment.

Can clients send documents by email or photo?

Yes. They can use the upload page or send them the way they already do, and everything lands in the same file.

Can I control the reminders?

Yes. You choose what they say, when they go out and when to stop.

Can it work with the tools we already use?

Often, yes. We look at what you use on the first call and tell you plainly what we can connect.

What does it cost?

It’s quoted after a short call, because it depends on your files and how many steps you want automated. You get the price in writing before we start.

Which paper do you chase most often?

A clear answer within 2 business days: we can build it, partly, or not a fit.