Work that moves without being pushed.
Work stalls in the gap between two people. When one step finishes, the next one is created, with an owner and a date, so nothing waits on somebody remembering to pass it on.
The problem
Work stalls between two people.
Nobody drops a file on purpose. It just isn’t clear whose it is now.
Intake finishes, and the person doing the work finds out a week later.
The next step lives in somebody’s head, and they’re on vacation.
Every new matter is set up from memory, a little differently each time.
A file sits waiting on one signature and nobody notices for a week.
Nobody can say who owns what without asking around.
Work piles up on one person while someone else has room.
What we do
From one person to the next.
Work goes missing in two places. Here’s what comes off your team’s plate at each one.
When work changes hands
The moment one step finishes, the next person has the task, the date, and the context.
Handoffs that actually hand off
When work moves from intake to the person doing it, the task exists, it has an owner and a date, and the next person already has the context.
The next task creates itself
A signed proposal, a new client, or a document that arrives creates the next task, assigned to the right person with a due date.
While the work is open
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 handoffsYou’re here
- 06Client communication
- 07Reporting
Questions
Common questions.
No. We map how work already moves through your firm and automate the handoffs in it. If something in the process is worth changing, we’ll suggest it, and you decide.
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