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Each of these is a done-for-you service: we design it around your workflow, build it on Microsoft's own cloud, and operate it inside your tenant. Most of them are provisioned per client during onboarding; the handful already running on our platform you can add yourself in the portal once your tenant is connected.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Approvals reach the right person and the outcome lands back on the request, not in someone's inbox.
A short, AI-written digest of what needs attention, waiting at the start of the day.
Certificates, licences, inspections and promised follow-ups get chased on a schedule, and every chase is recorded as evidence.
Renewals, quotes, and follow-ups get chased on time, with the right context attached.
Sent proposals get a polite, drafted follow-up sequence instead of being forgotten.
Shared-inbox mail is sorted, owned, and chased before it passes the response time you promise.
Signed paperwork lands in the client's folder with its dates recorded, not in somebody's sent items.
Staff receipts become a finished monthly claim sheet without anyone retyping a total.
Month-end statements are written, filed, and waiting as drafts on the first working morning.
Late payers get chased on the schedule you set, and you see the aged-debt position every week.
You arrive at a client meeting already reminded of the thread, the file, and what you promised last time.
Appointments book against real availability, and both sides get reminded without anyone typing a confirmation.
Time off is approved in Teams, lands on the team calendar, and keeps its own running balance.
A won deal becomes a set-up client — folders, channel, kickoff, welcome pack — in one step.
Clients who have gone quiet surface on a list each month, with a check-in already drafted.
The few events worth interrupting people for post to the right channel — and nothing else does.
Every quarter you see who can reach what, guests and external links included, and clear out what should not be there.
You stop paying for seats nobody uses, and hear about a storage ceiling before it stops your mail.
Records that have served their retention period are cleared deliberately, against a list somebody signed.
A bespoke automation built for a workflow that is specific to your business.
Launch includes 2 standard automations, Growth up to 6, and Scale adds unlimited standard automations plus custom Graph integrations. See what each plan includes.
Tell us the workflow that eats your week and we'll tell you what we'd build first.