Tier 3
Core Workflow Setup
For professional firms and growing SMEs ready to move past a single workflow - accountants, recruiters, brokers, legal admin, customer-service teams.
What you get
A professional operating layer for your entire firm.
For organisations ready to connect multiple workflows and integrate AI into core operations.
Up to three connected workflows.
CRM or case-management integration where applicable.
Structured prompts, templates and tone rules.
Document intake and classification with approval steps for higher-risk actions.
Internal knowledge base aligned to service lines.
KPI dashboard - volume, response time, exceptions, approvals, outcomes.
Written SOPs and team training.
The Promise
An operating layer for repetitive work - not a widget.
How we deliver
Four stages. One live workflow on day one.
1
Scope
Workflow selected, baseline measured, success metric agreed.
2
Build
Workflow designed. prompts, rules and dashboards configured.
3
Go-live
Small live subset, human-in-the-loop, exceptions logged.
4
Operate
Owner review. Optimise and expand
Start with a 30-minute diagnostic
One call. One workflow. A live install in a fortnight.
We’ll agree the baseline, the metric, and the tier on the call. You’ll leave with a written scope and a fee you can sign off the same day.
