Your Microsoft 365 already includes the tools. We make them do the work.
Fixed-price automation for accountants, solicitors, surveyors and other professional firms — built inside the licences you already pay for. No new software. No per-user surprises.
Typical first project: a client-onboarding pipeline that saves 8–12 staff-hours a week.
Why firms choose us
Most automation consultancies quote you a build — then the licence bill arrives. We design differently.
No new licences
Every solution is designed to run on the Microsoft 365 plans your staff already have — standard connectors, SharePoint, Power Automate seeded rights. If something would trigger a premium licence, we tell you before we build, not after.
Fixed prices, not day rates
You see the price and the outcome before we start. Audits, builds and monthly care plans are all fixed — no metered hours, no scope creep invoices.
A person, not a portal
Run by a Microsoft 365 consultant with years inside Power Platform and SharePoint. You deal with the person who builds it — and who answers when something needs changing.
How it works
A deliberately small first step. You'll know exactly what automation is worth to your firm before you spend anything.
Free scan
A read-only health scan of your Microsoft 365 tenant. You get a plain-English report on sprawl, risk and untapped tools. No cost, no obligation.
Discovery Audit
Half a day mapping where your staff lose time. You get a scored roadmap: each opportunity priced in hours saved per month. £395, credited against your first build.
Fixed-price build
We build the highest-value item first — typically client onboarding or quote-to-invoice. Working in 2–3 weeks, tested with your team, documented.
Care plan
We keep it running, adjust it as your firm changes, and watch your licence position so costs never creep. From £195/month, cancel anytime.
The flagship: Quote-to-Cash
The first thing most firms ask us to fix — the pipeline from "new enquiry" to "paid invoice".
Before
Enquiries live in one partner's inbox. Engagement letters are retyped from the last client's. Someone chases the signed copy by hand. Onboarding steps live in someone's head. Invoicing waits until month-end because nobody's sure what stage the client is at.
After
One tracked pipeline in SharePoint. Proposal and engagement letters generated from templates in seconds. Automatic chase-ups. Every partner sees every client's stage. Handover to invoicing happens the moment the work is confirmed — nothing waits, nothing gets lost.
Start with the free scan
Twenty minutes of your time, read-only access, and you get a report worth having even if we never speak again.