Services 03
Every mandate carries the same repetitive admin: chasing status, moving files, updating trackers, sending the same emails at the same stages. We map how work actually flows through the firm and remove the steps a machine should be doing, so the team's hours go into judgement rather than admin.
Why it matters
Administrative work consumes senior time without winning mandates.
Every live mandate carries a shadow workload: chasing signatures, renaming files, updating the tracker, sending the same email at the same stage of every process. None of it needs judgement, and much of it is done by the most senior, most expensive people in the firm.
We map how work actually moves through the firm, then remove the steps a machine should be doing. The point is not replacing people; it is that partner and analyst hours go into the deal instead of into its paperwork.
How we approach it
How we deliver this service.
01
Map before automating
We watch how the work really flows first. Automating a broken process just produces mistakes faster, so the process gets fixed before it gets automated.
02
People keep the judgement
Anything that requires a decision or leaves the firm stays with a person. Automation handles the mechanical steps either side of it.
03
Roll out gradually
Each automation runs alongside the manual step until the team trusts it, with a visible log and a way to stop it. Then the manual step retires.
What this covers
What this looks like in practice.
01
Outreach sequences and follow-up chasing
Approaches and reminders go out on time without anyone keeping a list of who to chase.
02
Status updates assembled automatically
Progress pulled from where the work happens, so updates are read rather than written.
03
File naming, filing and version control
Documents land in the right place with the right name, every time, without policing.
04
Deal stage transitions and handovers
When a mandate moves stage, the right people are told and the right checklists open.
05
NDA and process step tracking
Who has signed, who is stalling and what is outstanding, tracked without a spreadsheet.
06
Recurring internal reports on schedule
Weekly and monthly reporting produced and delivered without being asked for.
Common questions
Questions about this service.
Confidentiality
Your data stays in your own environment.
Advisory work depends on discretion, and the systems that support it are built to the same standard.
01
Runs in your tenant
Systems are deployed inside your own Microsoft 365 tenant and infrastructure, on access controls your IT has already signed off.
02
Never on our servers
Deal data, documents and pipeline information stay in your environment. We do not host, pool or warehouse client data.
03
Never trains anyone's models
Nothing from your deals is used to train AI models, ours or anyone else's. AI features process your data without it ever being used for training.
Start with a conversation
Tell us how your firm runs deals.
A short call about how your firm works today. We will tell you clearly whether we can help and what we would build first.