Who it is for
The mechanism is general. The readiness is not.
The same five steps run whatever the document is. What differs by profession is how much has actually been built — so each page below says what ships today and what does not, including where the honest answer is nothing yet.
Accounting and tax practices
Our primary focus. Client correspondence, document summaries and file notes are done over and over by roughly the same steps, which is exactly what a defined workflow is built for.
- ATO correspondence
- Client email drafting
- Document and evidence summaries
- Tax file notes
Small legal practices
Non-litigation work — conveyancing, wills and estates, small commercial. The profession where the most is already built.
- Contract review and clause risk
- Client correspondence
- Matter document summaries
- Engagement and retainer drafting
Mortgage broking
The files a broker handles carry more personal information than almost anything else a small firm touches: payslips, identity documents, bank statements, a whole financial position.
- Client document triage
- Serviceability pack summaries
- Lender correspondence
- Compliance file notes
Allied health practices
The administrative documentation around clinical work — the referrals, the insurer reports, the intake summaries.
- Referral letters
- Insurer and funder reports
- Intake summaries
- Care correspondence