Running your firm, or running five others?
Your clients ask you who to use, so you point them at the people you trust, and before you know it half your week is spent chasing those people on your client's behalf — wondering whether the broker's actually called them back, whether the conveyancer's done the searches, whether anyone's going to tell you when something stalls. It was never meant to be your job to manage them, but somehow it is, and your client only ever rings the person who recommended them in the first place.
What we've built and what's coming
We've built a platform that connects clients to the businesses looking after them, and lets every adviser and partner work together inside one system. Every workflow has an SLA, so things don't go quiet - clients and partners can see what's happening, who's working on it, and when it will be done. Client information is held once and reused properly, with strict permissions so it only ever ends up where it's meant to be. The platform's live for our accountancy clients now, and we're opening it up to partners through the year - starting with estate agents, with more on the way as we build them out.
