Client Engagement Letter and Fee Proposal Automation
When a new client lands in your practice management system, a personalised engagement letter is assembled from the services they need, sent for electronic signature, and the moment it's signed, every onboarding task fires automatically. No chasing, no forgotten steps, no weeks of waiting.
Project Milestone Billing Trigger
Automatically generate and send invoices the moment a project milestone is marked complete, closing the gap between delivery and payment without manual handoffs between project managers and finance.
AFSL Breach Register and Reporting
When a compliance breach is logged, an automated workflow timestamps it, categorises severity, notifies the right people, kicks off remediation tasks with deadlines, and updates your AFSL breach register. Significant breaches trigger immediate escalation to the compliance committee.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.