How a new client enquiry becomes a signed, onboarded, invoiced job — automatically.
Built on Microsoft 365 · no new per-user licences
Demo: this is a working illustration of the flagship package for a small accountancy / professional-services firm.
Submit a sample enquiry on the left and watch the pipeline run. The grey panels show exactly which Microsoft component does each step.
New client enquiry
0/6
Steps done
0
Mins saved
Automated pipeline
Illustrative prototype · figures and timings are indicative · all steps shown use Microsoft 365 standard connectors (seeded licensing)