Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
We take the paperwork, the data entry and the chasing off your team’s plate, using the Microsoft tools you already have.
Four offers with a fixed scope and a fixed price. Every build is followed by a cover plan, so what we make keeps working.
A fixed five-day review of one finance, HR, intake or procurement process and the reports around it. In three weeks you know what the process costs you today, what fixing it will cost, and you have seen a working prototype on your own data.
Fixed price, agreed up front →We take a single process your team does by hand and automate it on the Microsoft tools you already pay for, with AI reading the documents where there are documents to read. We measure how long it takes today, agree in writing what it should take afterwards, and measure again at day 30.
Fixed price, agreed up front →One trusted set of numbers drawn automatically from the systems you already run: finance, HR, CRM, operations. Reports in Power BI that update themselves, agree with each other, and that people open without asking finance for a spreadsheet.
Fixed price, agreed up front →A monthly plan that keeps what we built, or what someone else built, running: monitoring, fixes, a monthly allowance of small changes and a regular look at what to improve next. It starts with a two-day Estate Health Check if we did not build the estate ourselves.
Fixed price, agreed up front →Travel, charities and care, legal, hospitality, financial services, education. The industries differ; the manual work does not.
Referral bundles, supplier invoices, client questionnaires: read by AI, checked by a person, written into the system you already run.
Matching what one system says against another, with an exceptions queue for the few cases that need a human.
Purchase requests, placement agreements, delegated authority: digital forms, routed approvals, an audit trail.
Finance, HR, operations and CRM data joined into one model and one set of reports.
Product
An AI agent that interviews a prospective client about their matter, reads the documents they upload, keeps asking until the file is complete, and hands your team a bundle, a chronology and a summary. Built first for law firms, inside their own Microsoft tenant.
The review finds the single process costing the most hours and measures it.
A fixed-price build with the result defined up front, delivered inside your Microsoft tenant.
Cover keeps it running and finds the next problem worth fixing.
Inside your tenant. Data stays in your Microsoft 365 and Azure subscription, in the region you choose.
A person in the loop. AI reads, drafts and sorts; your people approve before anything is final.
Fixed price. Scope, price and the measure of success are agreed before work starts.