Know what’s stuck before a client tells you.
What came in, how fast it got answered, what’s waiting, and who’s carrying too much. Sent to you each week, rather than waiting in a dashboard nobody remembers to open.
The problem
You can’t fix what nobody can see.
Most firms run on a feeling for how things are going. The numbers exist, spread across four systems.
Nobody can say how long a new inquiry waits for a reply.
You find out a stage was jammed when a client complains about it.
Pulling a monthly report takes somebody most of a morning.
Proposals that don’t close disappear without a reason attached.
One person is buried while someone else has room, and nobody notices until it shows.
The dashboard exists, but nobody remembers to open it.
What we do
From what happened to why it happened.
Two questions every owner wants answered. Here’s what comes off your team’s plate for each.
Know what’s happening
A short picture of the firm every week, and a nudge the moment something jams.
A weekly picture of the firm
What came in, how fast it got answered, what’s stuck, what’s overdue, and who’s carrying too much. Sent to you, not waiting in a dashboard you have to remember to open.
Alerts when something backs up
You hear about a stage that’s jamming while you can still do something about it.
Know why it’s happening
What stays yours.
The judgment is yours and it stays yours. We don’t automate advice, the decision about a client’s situation, or the relationship. What comes off your plate is the mechanical layer around that work: the moving, chasing, typing, and reminding.
- You decide what runs on its own and what waits for someone to approve it.
- Nothing goes live until you’ve seen it and signed off on it.
- Anything can be switched off, or handed back to a person, the same day.
- Your clients keep dealing with your firm, in your voice, from your addresses and numbers.
- Client data stays in the systems you already control, with the permissions you already set.
- The point is taking repetitive work off your team, not taking you out of your own firm.
Workflow automation
Seven pillars, one system.
- 01Lead response
- 02Follow-up
- 03Document collection
- 04Systems and integrations
- 05Tasks and handoffs
- 06Client communication
- 07ReportingYou’re here
Questions
Common questions.
Usually not. Most of the numbers already exist in the tools you use. We pull them together and send them to you, rather than adding another dashboard to log into.
Tell us which part of the week you want back.
A short call, no pitch deck. Describe how work reaches you today and we'll tell you what's worth automating, what isn't, and roughly what it takes.
You’ll talk to Andrew directly.
Prefer email?info@kaveotech.com