We build intake, matter admin, bookkeeping and compliance into the practice and accounting systems you already run.
Lease renewal for our officesNew enquiry
Daniel Moore, Moore Logistics08:04
Our lease at Brennan House ends in March and the landlord has sent new terms. Could you review them and tell us what to push back on before we sign?
Hale and Partners08:12
Thank you, Mr Moore. We can review the new terms this week. Ruth Ellis is free for a call on Thursday at 10:00, and our engagement letter is attached for you to sign.
Drafted from the firm's lease template, sent by the front desk
Matter opened08:13
The clients are there and the people are not. We build the work that frees qualified hours for review and advice.
From the first call to software that runs, in six steps, with the price agreed before any work starts.
Talk through how intake, files, the books or compliance run today, and where the unbilled hours go.
A written map of every system, handoff and manual step, from the first enquiry to the final invoice or the filed return.
What we build first, what it replaces and what it costs, agreed before any work starts. It usually starts with intake or the monthly bookkeeping.
Built inside your practice management, document, accounting and tax systems, with every step recorded on the matter or the client file.
Reviewed with the partners and the compliance officer, then switched on one practice area or one group of clients at a time.
We watch every run, fix what breaks and add the next piece when you are ready. When the regulator changes a rule, the checks change with it.
Advice, judgement and signatures stay with qualified people: taking on a client, the risk assessment, the advice, the accounts and returns that go out. The software runs the steps and keeps the record, the models read and draft, and your people review and sign.
Practice and document management, accounting and tax software, e-signature, client portals, identity verification, email and calendars, and time and billing.
On the first call we go through that process, intake or the monthly books for example, with you: which systems it touches, where the work waits and which steps are done by hand. The call ends with a written map of what we would build first, and the price is agreed in the plan before any work starts.
Only the engineers on your project see what you open for them, and only in the systems you choose. You decide what each automation can read and change, and every run is logged on the file.
No. We build on top of the systems you already run and connect them, so your people keep working where they work today.
A qualified person, always. Drafts arrive marked as drafts, and nothing leaves the firm without a person's approval.
It depends on the work. The plan names what goes live first, when, and the price, before any work starts.