The tools you need, built on the licences you already pay for

Reference engagement · client and sector unnamed by design

What was slowing it down

A document-heavy business of about thirty people, growing. Shared drives, spreadsheets and email, until the manual work caught up: approvals stalling when someone was away, three spreadsheets copied into each other every week, a folder nobody could navigate.

What we built

• Approval flows that used to be email chains.
• A register that turned shared-drive sprawl into something searchable.
• Logs that track the work without anyone maintaining a spreadsheet.
• Forms and AI assistance, so repetitive filing takes minutes.

All of it on licences they already owned. No new software was bought.

What that looks like

One tool checks whether a due-diligence data room contains what the disclosure letter says it contains. It matches on file contents rather than names, and reads dates out of scans. Within a day of going live, the client's own manager ran five comparisons himself and had all five answered that day.

A second came out of a voice note on a Monday morning: do the plot numbers in this permit application match the tables and the attachments? It was working that afternoon. On its first pass over real filings it found an error nobody had noticed, one land parcel listed twice.

A problem in the morning, a working tool by the evening, and a fortnight later they run it without us.

Questions I get asked