-60%time spent chasing documents
+3 daysearlier average data receipt
1dashboard replacing 6 spreadsheets
About the client
A chartered accountancy firm with 40 staff, based in Kolkata, West Bengal, operating in the professional services, ca & legal firms sector.
The problem
Staff spent days each month chasing clients for bank statements, invoices and other records over email and WhatsApp, and tracked status in a shared spreadsheet.
What we did
- Client document checklists generated automatically each month
- WhatsApp and email reminders with an upload link
- Uploaded files auto-renamed and filed in client folders
- Status dashboard for partners showing pending clients
- Escalation to the engagement manager after two reminders
Outcome
- -60% time spent chasing documents
- +3 days earlier average data receipt
- 1 dashboard replacing 6 spreadsheets
Services involved
Workflow Automation Services · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
