Accountants, consultants, engineers, and advisors sell expertise — not admin hours. Team10 automates client intake, reporting, document workflows, and email handling so your team delivers billable work instead of managing paper.
Professional services firms carry significant admin overhead per client. Most of it is repeating, predictable work that doesn't need expert attention.
Client Intake
New client engagements require manual document collection, preparation, and filing. Each onboarding follows the same steps.
Reporting
Client reports require pulling data from multiple systems, formatting, and writing narrative. Produced manually every month.
Client emails need reading, categorising, routing to the right person, and drafting responses. Most follow predictable patterns.
Documents
Incoming client documents filed manually into matter or project folders. Misclassification and delays are common at volume.
Approvals
Engagement letters, billing, and strategy approvals happen over email chains. No tracking, no escalation, no audit trail.
Proposals
New business proposals drafted from scratch each time. Pricing, scope, and terms assembled manually from prior engagements.
Client emails categorised and draft responses prepared. Staff review and send — they don't write from scratch on every enquiry.
Engagement sign-offs, billing approvals, and strategy decisions tracked from request to decision with automatic escalation.
New business proposals drafted from your scope, rate card, and prior engagement data. Review and send in minutes, not hours.
Purpose-built tools for your specific workflows — client onboarding portals, document classifiers, reporting pipelines, and more.
We map your client workflows and identify where automation removes the most non-billable overhead.
Fixed scope, fixed price. We build and integrate with Microsoft 365, SharePoint, Teams, and your CRM.
Handover, documentation, and optional ongoing support. You own what we build.
Book a Discovery. We'll map your firm's workflows and identify exactly where automation frees your team for client-facing work.