Case Study: How an Accountancy Firm Saved 15 Hours a Week

When a Birmingham-based accountancy practice came to us, their team was spending roughly three hours a day on tasks that had nothing to do with accounting. Document chasing, appointment scheduling, client onboarding paperwork, and manual data entry were eating into the time they needed to serve their clients well.

The challenge. The practice had 4 staff members handling around 200 active clients. Every new client required a manual onboarding process: welcome email, engagement letter, document request, and CRM setup — all done by hand, taking around 45 minutes per client.

The solution. We built an automated onboarding workflow triggered the moment a new client signed their engagement letter. The sequence automatically sent a welcome email, requested the necessary documents via a branded portal, created the client record in their practice management software, and scheduled an onboarding call.

We also automated their appointment reminder system, reducing no-shows by 60%, and built a document chasing sequence that followed up automatically when clients hadn't submitted required information.

The result. Within the first month, the practice reclaimed 15 hours per week across the team. The partners reinvested that time into taking on 12 new clients — generating an additional £2,400 per month in revenue from capacity that previously didn't exist.