Practice systems for a large CA firm
Documents, client records, and alerts in one process — so the practice does not run on folders and memory.
A large chartered accountancy firm
Before and what we’re putting in
A practice this size needs a system, not a shared drive.
Files, clients, and dates lived in too many heads
Files lived in too many places. Deadlines depended on someone noticing. Client notes were a hunt.
- Client files sat in shared drives and email attachments.
- The CRM, if it existed, was out of date because nobody had time to fill it.
- Deadlines and follow-ups depended on someone noticing in time.
Docs, CRM, and alerts — one system
Document management, a CRM, and AI alerts built for how this practice actually works. Still in progress.
- Documents and client records sit in one place people can actually find.
- AI flags the easy-to-miss items. People still decide what to do.
- This is being built now. No finished numbers yet.
The steps
How this engagement runs
How work happens today
See the pain
We looked at how documents, client notes, and deadlines actually move — not how a brochure says they should.
How we’re doing it
Consulting, the build, and where people stay.
Approach
Pain first, then software
We started from the filing, the client list, and the dates that slip — then designed around that. Not a generic pack.
Where people stay
People still decide the hard bits
Partners and managers still own advice, sign-off, and anything that must stay with a person. Alerts do not file or advise on their own.
In this build
What’s in the work
Document management · CRM · AI alerts