Every price on this page is the price you pay.
No day rates, no estimates that drift, and — because everything is designed for the licences you already own — no surprise Microsoft bill afterwards.
Tenant Health Scan
- Read-only scan of your Microsoft 365 tenant
- Dormant & duplicate SharePoint sites found
- Storage, sprawl and governance risks flagged
- Unused tools you're already paying for
- Plain-English report — yours to keep
Discovery Audit
- Half-day process review with your team
- Every manual bottleneck scored: hours lost, £ per month
- Licence position checked — what you own vs use
- Prioritised automation roadmap
- Fixed quote for each recommended build
Fixed-Price Build
- Flagship: Quote-to-Cash client onboarding pipeline
- Document generation, approvals, chase-ups, dashboards
- Built on SharePoint + Power Automate you already own
- Tested with your team, handover documentation included
- 30 days of post-launch fixes included
Care Plan
- Essentials £195: monitoring, break-fix, licence watch, up to 2 hrs of changes
- Partner £395: everything above, 5 hrs of changes, quarterly automation review
- Priority response when something stops
- Your automations survive staff changes
What we typically automate
Professional-services firms lose most of their time in the same handful of places. These are the builds we quote most often:
- Client onboarding / Quote-to-Cash — enquiry to engagement letter to first invoice, tracked in one pipeline with automatic document generation and chase-ups.
- Document assembly — engagement letters, proposals, reports and letters of representation generated from templates, populated from client data, filed correctly in SharePoint every time.
- Approvals & sign-offs — fee approvals, AML checks, file reviews and holiday requests routed automatically with a full audit trail.
- Deadline & compliance tracking — filing deadlines, renewal dates and review cycles surfaced before they bite, not after.
- SharePoint order-from-chaos — client filing structures that staff actually follow, retention that happens automatically, and permissions that match how the firm really works.
What we deliberately don't do
We don't sell practice-management software, and we won't rebuild what a good product already does. If a £30/user tool is genuinely the right answer for your core workflow, we'll tell you — and then automate the gaps around it, which is usually where the real time goes anyway.
Who this is for
Firms of roughly 5–50 staff already working in Microsoft 365 — accountants, solicitors, surveyors, financial planners, consultancies and agencies. Based in Aberdeen; delivered remotely across Scotland and the UK.
Not sure where you'd start?
That's what the free scan is for. Twenty minutes, read-only, and you'll have a written report either way.