Finance brokerage
Every case in view. Nothing left to go quiet.
- Before
- Cases spread across inboxes, spreadsheets and shared drives. Quiet cases went unnoticed and fees were split by hand.
- After
- One place for every client, case and document, set up the way the team already works a deal.
- The whole book on one screen
- Quiet cases flag themselves after five days
- Handovers keep the full history

Open cases, fees and who needs chasing, on one screen. Demo data.
- Team notes and tasks
- Assignment and handover
- Clear access
- Document checklists
- Fees on every deal
- A record of every change
- Outlook
- Gmail
- Excel
- Google Drive
- PDF documents








