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Professional Services


Professional Services

Professional services automation software to help you achieve more by doing less

Are you looking for professional services automation software to maximise billing time by removing repetitive and error prone data entry into case management systems? Or are you looking to automate everday reports and improve the management and data quality of client information?

Codeless Platforms’ professional services automation software and solutions provide you with the tools and flexibility to improve employee productivity and reduce operational costs through automation or web based applications. Our solutions are designed specifically with you in mind so that you can concentrate on maximising billing time and drive company revenue.

Common professional services automation scenarios that we have helped professional services with include:
  • GDPR ready CRM software
  • Reminders for project milestones and deadlines
  • CRM integration with email marketing software e.g. dotmailer, MailChimp, HubSpot etc.
  • Informing team members when new cases are received that will involve them
  • Internal alerts to all staff who need to know when a new client has been taken on
  • Automated letter production to inform clients of progress with their case, ideal for solicitors, conveyancers and similar professionals
  • Monitor overtime worked and inform directors when thresholds exceeded
  • Companies House integration with your existing business systems and applications
  • Reminders for annual returns
  • Automated reminders to clients to submit information or issue instructions required for annual returns such as tax and VAT
  • Monitor progress of jobs ‘vs’ deadlines
  • Monitor whether jobs have been finished within ‘target completion time’
  • Warn about invoices raised without a project code
  • Automation of fee collection letters using filters to exclude those clients recently contacted about their debt
  • Weekly lists of overdue debts
  • Inform directors when debts reach significant ages
  • Identifying clients who haven’t issued any instructions in a given period
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