Scoping call
Book a 15-minute scoping call.
We will identify the document-handling bottleneck, the systems involved, and whether it is suitable for a fixed-fee pilot.
Book a time
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Do not send taxpayer documents, return information, credentials, or other client-confidential information.
- Approximately how many people work at your firm?
- Which document workflow consumes the most staff time?
- Which systems are involved?
Before you write
Nothing about a scoping conversation requires it. A description of the workflow and the system names is enough to tell you whether this is worth pursuing. What you send arrives in an ordinary email inbox, and is kept and used as described in the privacy notice.
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