Zero-Friction
Client Onboarding.
Eliminate repetitive drafting of engagement letters, client intake forms, and conflict check logging. Custom Apps Script engines give professional service firms enterprise document assembly with zero monthly software rent.
1. Client Intake Form to PDF Engagement Letter
Client submits intake details via Google Form or web portal. Apps Script immediately validates fee rates, pulls template terms, merges client details into a styled PDF engagement letter, and emails it automatically for review.
2. Conflict Check & Identity Verification Log
Automate conflict search checks across past master client ledgers before accepting new mandates. Logs full audit history in a compliance-ready Google Sheet.
3. Client Vault & Document Assembly Portal
Create automated Google Drive folder trees (`/Clients/2026/ClientName/`) with customized sharing permissions, granting instant secure upload links for client verification documents.
4. Time-Tracking & Retainer Utilisation Sidebar
Custom right-hand Google Workspace sidebar letting partners and consultants log billable hours and retainer usage directly alongside Google Docs and Gmail threads.
Elevate Your Professional Practice Architecture
Upgrade your legal or advisory firm with bespoke document assembly and zero monthly SaaS overhead.
Book Practice Automation Audit