A crew for your client work. Chasing done.

Crews for Professional services is an example of the Crews platform with the words, tools and ready-made workers of solicitors, accountants and advisers. Documents chased, invoices followed up, and nothing leaves the firm without your say.

Talk to us about this edition See the jobs

An example edition of Crews. Same platform, same controls.

Client services crewIllustrative

LOvernightLogged 5 new client enquiries and replied to each.
L07:30Listed the documents still missing on open matters.
!Needs your OKSend document reminders to 4 clients for their open matters.ApproveNot now

Done overnight5 enquiries answered

This is an example edition. It shows what Crews for Professional services could look like. The platform underneath is the same one the Motor Trade edition runs on, and we shape the details with you. Names and figures here are illustrative.

What a firm crew does

Documents, invoices and deadlines. Handled.

Six jobs that fill a firm's week, each with an example worker you can tailor.

Client documents

Chases clients for missing documents and information, matter by matter, and tells you what has arrived.

Lee chases client documents and invoices.

New client enquiries

Replies to enquiries, asks the right first questions and books an introductory call.

Intake worker answers within a minute.

Invoices and time

Drafts invoices from your records and follows up overdue ones politely, holding each for your OK.

Billing worker prepares every invoice.

Deadlines and diary

Keeps a watch on dates and sends you a short list each morning of what is due.

Diary worker flags what is coming up.

Reports and updates

Writes a short progress note for each client on a schedule, ready for you to check and send.

Update writer drafts the weekly note.

Onboarding new clients

Sends the welcome pack, collects forms and sets up the file so the matter starts cleanly.

Onboarding worker gets each client started.

Always your call

You decide what each worker may do.

Every worker in this edition has Allow, Ask or Block on each action.

Advice is always given by your people. Workers prepare and chase.
Anything sent to a client can wait for your OK.
Every action is recorded, and every worker has a stop button.

Its own words

Firm, client, matter, engagement
Document request, invoice, deadline
Partners and team

Ready-made in this edition

A fillable Strategy Toolkit for your business
A pack of template workers to tick and tailor
Example workers with plain names
Starter rules for email and approvals

Works with your systems

The tools you already run. One crew across them.

Crews connects to the types of tools a firm already runs. Examples of what a crew can connect to:

Email and calendarAccountsE-signingDocument storagePractice or case management toolsShared spreadsheetsTeam chat

A day with your crew

It is 8:30am. The chasing is done.

Here is what a client services crew can have waiting for you when you sit down.

Client services crewIllustrative

LOvernightReplied to 5 new enquiries and booked two introductory calls.
L07:30Listed the documents missing on 11 open matters.
L07:45Drafted reminders and 3 overdue invoice follow-ups.
!Needs your OKSend 8 reminders. One client asked a legal question, which is waiting for a person.ApproveNot now

Want this for your business? We will build it with you.

This edition is an example. Tell us the jobs you want a crew to do and we will shape it around your business.

Book a demo Build it with us