For businesses that set up every client by hand
A client pays, and setup just happens.
The moment payment lands, the new client is set up end to end, their folder, their file, their intake, with nobody touching it.
Book a callFor one Brussels law firm, 0 clients were set up the moment they paid, automatically.
Since 3 April 2026, around 21 hours of manual setup given back, and no new client left waiting.
New-client setup is death by a thousand clicks.
A folder, a file, an intake.
Every new client means the same manual setup, repeated by hand, every time.
It happens when someone gets to it.
Between other work, setup waits, and the client sits in limbo after paying.
Small mistakes creep in.
A missed step or a wrong folder, and something gets lost before the work even starts.
For this firm, setting up each new client by hand took around 13 minutes, on top of everything else.
Setup that runs itself the instant they pay.
Payment lands
Whether by card or transfer, the system sees it straight away.
The folder is created
The client's workspace is set up automatically, named and organised.
Their intake is pulled in
Their questionnaire and details are imported, ready for the team.
Ready to work
The client is fully set up before anyone has lifted a finger.
Every paying client, set up instantly.
Since the automation went live on 3 April 2026.
automatically (since Apr 2026)
given back
after paying
From one client (a Brussels law firm), since 3 April 2026. This is a rule-based automation: it triggers on payment and builds the client's setup the same way, every time, so nothing is forgotten and no one waits.
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Find the money quietly leaving your business.
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Frequently asked questions
If the task is repetitive and follows the same steps every time, almost certainly. The examples here are a law firm, but the same gaps exist in agencies, clinics, trades and studios, any business doing the same work by hand.
Yes. It runs inside tools you own, on your own accounts. We don't move your data anywhere it shouldn't be, and you stay in control.
Always. Where it makes sense, a person reviews before anything goes out or is finalised. The automation removes the busywork, not your judgement.