Industries
The manual work in your sector, and what we build for it.
Every sector has the same shape of problem with different records: a senior person carrying work between the systems. These pages name the tasks as your team does them today and the system that takes them over, inside the tools you already run.
Logistics and freight
Where does the booking actually live? Right now it lives in an inbox thread, and someone retypes it into the TMS.
- A booking intake path that reads the request, maps the fields to the shipment record, and holds anything it cannot resolve.
- A document pack builder that draws every field from the confirmed shipment record and flags mismatches between documents.
- A milestone and status path that collects events against the shipment and prepares the customer update for release.
Accounting firms
Why does every deadline feel like a scramble? Because the records sit in the practice system and the status sits in somebody head, so chasing becomes the job.
- A records request and chase path that tracks each item on the checklist and marks what is still outstanding.
- A document intake path that reads each file, proposes the posting, and holds low confidence items for review.
- A query list that builds as the job is prepared and assembles the client message for the manager to release.
Law firms
Who knows the state of every matter? Usually a senior person, and that is the risk.
- An enquiry intake path that captures the parties, the matter type and the source, and opens a provisional record.
- A pre engagement check that searches the known parties and assembles the result for the fee earner to clear.
- A key date capture path that reads the matter type and the correspondence and places dates on the matter with an owner.
Recruitment and staffing agencies
Why is the ATS always behind? Because the live truth is in WhatsApp, the inbox and a consultant head.
- A vacancy intake path that turns the brief into a structured role record and prepares the advert for consultant review.
- A screening path that reads each application against the stated requirements and marks what is evidenced and what is missing.
- A submission pack built from the candidate record, held for the consultant to release.
Insurance brokers
Where does a renewal actually sit? Across an inbox, a spreadsheet and a broking system, which is why renewals feel late.
- A submission preparation path that draws exposures from the policy record and names anything that has changed or is missing.
- A quote capture and comparison path that reads each response into a structured view against the client requirement.
- A policy checking path that compares the issued schedule and wording against what was agreed and raises differences.
Real estate and property management
Why do tenants chase? Because the maintenance job, the contractor reply and the tenancy record never meet.
- A maintenance intake path that reads the report, links it to the tenancy and property, and prepares the job with a category.
- A contractor instruction and update path that records the instruction, the quote and the status against the job.
- A progression path that holds each pre tenancy requirement on the tenancy record with an owner and a state.
Construction and contractors
Why is the variation always disputed? Because the instruction was verbal and the record came later.
- An instruction capture path that records the instruction against the project and opens a change order for pricing.
- A change order path that assembles the pricing basis and routes it for commercial and client approval.
- A document register per package, with each required item tracked to received, reviewed and approved.
Private healthcare clinics
Why is reception always on the phone? Because referrals, bookings, recalls and results all land in different places.
- A referral intake path that reads the letter, matches or prepares the patient record, and names anything missing.
- A booking request path that reads each request, checks eligibility and availability, and prepares the appointment.
- A pre appointment pack path that issues the required documents and tracks each to returned.
Manufacturing and wholesale
Why does a simple order take so long? Because the enquiry, the quote, the purchase order and the despatch note never meet in the same place.
- An enquiry to quote path that reads the requirement, applies the agreed price rules, and names anything needing judgement.
- A purchase order intake path that reads the document, compares it with the quote, and prepares the sales order.
- An acknowledgement path that confirms the order from the record and updates the customer when the plan changes.
Financial advisers and wealth firms
Why does advice take so long to document? Because the fact find, the research and the suitability report are separate pieces of work.
- An information request path that issues the requests from the client record and tracks each to received.
- A review pack preparation path that assembles the client position from the records and names anything missing.
- A drafting path that prepares the report structure and factual sections from the confirmed client record.
IT and managed service providers
Why do tickets stall? Because the information needed to progress them lives in the client environment, the contract and someone memory.
- A triage path that reads the request, identifies the client, asset and category, and prepares the ticket.
- A context retrieval path that attaches the client documentation and prior resolutions to the ticket.
- A change request path that captures the proposed change, the affected assets and the approval requirement.
Engineering and consulting firms
Why is the project always behind the admin? Because scope, deliverables, time and invoicing live in four separate places.
- A proposal preparation path that assembles the scope, exclusions and fee basis from the enquiry and prior work.
- A deliverable register on the project record, with each item tracked by state and owner.
- A variation capture path that records the request, compares it with the agreed scope, and raises the commercial effect.
Not on the list?
The sector matters less than the shape of the workflow. If one person carries records between several tools and the work repeats, the Fit Review applies.
Start here
Show us the workflow.
Tell us what starts it, who owns the result, which tools carry it, and where it stalls. We will tell you whether it is ready to map.
The workflow repeats
One person owns the result
The records exist
Several tools carry the work