The enquiry that doesn’t go cold
A viewing request or new-client enquiry gets a reply drafted within minutes, not the next morning, so the instruction doesn’t go to whoever replied first.
For estate agencies, law firms and independent practices
Back-office software for estate agencies, law firms and professional practices, built around how a client actually experiences your response time rather than a generic case management system.
Twenty minutes on the phone. We ask questions. We don’t pitch.
In practice
An overdue invoice triggers a pre-written reminder on a set schedule, spaced out so no client gets chased twice in one week.
01 · Where a practice like yours usually leaks
None of it needs a qualified person doing it. That’s rather the point.
A viewing request or new-client enquiry gets a reply drafted within minutes, not the next morning, so the instruction doesn’t go to whoever replied first.
A client call or meeting becomes a plain-English summary: decisions, action items, owners, deadlines. Sent to your task tool or drafted as an email, reviewed by a person before anything goes anywhere.
Outstanding invoices get a pre-written reminder once they’re overdue, spaced out so a client isn’t chased twice in the same week. It’s the single most common thing we’re asked to fix in this line of work.
Completion dates, filing deadlines and renewal dates get tracked and chased automatically, rather than depending on whoever remembered to write it in their own diary.
One named example
Instead of someone manually emailing “still waiting on your ID” or “still need your bank statements”, outstanding document requests get chased on a schedule you set. They only go to a partner once it’s been quiet long enough to matter.
The same pattern runs for onboarding. A new client fills in a form, and the file record, the engagement letter and the task checklist get created automatically. Every new client gets the same consistent start, rather than whatever the busiest person remembers to do that week.
We don’t build software that emails a client, replies to an enquiry, or files anything by itself. A person reads and sends every summary, reminder and response.
The system does the drafting and the scheduling. The decisions stay with you.
Every build includes a duplicate-send check, so a hiccup upstream can’t fire the same message twice.
02 · How it works
No contract and no on-site commitment to get to a working example.
Send us a call recording, a case tracker, or whatever paper process you’re sick of doing by hand.
A working example within 48 hours, free, no obligation. Just to see it.
Like it? We quote a fixed price to build it in properly. Don’t? Walk away, and you’ve lost nothing.
03 · What it costs
We price against three to six months of what the problem is currently costing you in time, not by the hour. We agree the number with you before any of it is built.
One job, one process. Typically live within a week.
The most common build for a business this size. Usually live within a fortnight.
Multiple linked processes or systems. Scoped and quoted before we start. Some builds cost more than this, and we’ll tell you that on the call, not after.
We stay after go-live. Most clients want someone keeping an eye on what we built rather than becoming its single point of failure themselves. That’s the Care Plan. It’s optional, and it only comes up once you’ve seen the build working.
Monitoring and fixes if something breaks. 12-month term.
Monitoring, fixes, and small changes as your process shifts. 12-month term.
Everything in Standard, with priority response. 12-month term.
Worth checking before anyone gets near client or case data.
No contract to book the call. If the free preview isn’t useful, you’ve lost half an hour, not a penny.