Where automations help
- Intake forms
- Approvals
- Reminders
- Microsoft 365 tools
What it does
Intake forms
New enquiries and requests arrive through a form, land in the right list and notify the right person.
Onboarding checklists
New starters and new clients follow the same steps every time, with each task assigned and tracked.
Approvals and reminders
Requests go to the right approver in Microsoft Teams or Outlook, and reminders go out before deadlines.
How it works
Each automation is a one-off project. We automate one process at a time, starting with the one that wastes most of your team's time.
We map the process
We sit with the people who do the work and write down each step, who does it and where it gets stuck.
We build it in Microsoft 365
Forms, lists, approvals and reminders are built with Microsoft 365 tools, using accounts and permissions you control.
We test it with your team
The people who use it try it on real cases, and we adjust it before it goes live.
We document it
Each automation is written up, so you know what it does, who owns it and what to do if it stops.
Why it matters for legal, financial services and insurance firms
Law firms
New matter intake and conflict-check requests follow the same steps every time, with a record of who did what and when. IT for law firms
Financial services
Client onboarding and review reminders are set up to run on time, with each step recorded for when you need to show it. IT for financial services
Insurance
Claims notifications and renewal reminders reach the right person, so fewer tasks slip between inboxes. IT for insurance
Other AI and automation services
Getting ready for Microsoft Copilot
Permissions tidied, sensitivity labels in place and a pilot group, before Copilot goes to everyone.
AI policy and staff training
A clear policy on which AI tools are allowed and what must never go into them, and training to match.
Safe use of AI assistants
Practical rules and settings for using Microsoft Copilot and Claude on everyday work.
All AI and automation services
The full range of AI and automation services, and how they fit together.
Frequently asked questions
Do we need extra software?
Usually not. Most automations use tools included in many Microsoft 365 plans. If something needs an extra licence, we tell you before we build it.
Can automations connect to our business systems?
Sometimes. It depends on what your supplier supports. We check with them first and never change their system without their agreement.
What happens if an automation breaks?
Each one has a named owner and written instructions. Where Microsoft 365 allows it, failures send an alert to the owner.