Services
Workflow Automation.
Every time a person copies details from one screen to another, a client waits and an error becomes possible. We find those hand-offs and connect them.
What’s included
Where we usually start.
Intake to matter
Enquiry details flow into the CRM, the calendar and the client folder without retyping.
Agreement to onboarding
A signed agreement triggers the deposit, the welcome pack and the document checklist.
Documents to checklist
Uploads are named, filed and ticked off against the matter.
Stage to update
A matter changing stage prepares the client update for approval.
Overdue to reminder
Missing documents and unsigned proposals are chased on a schedule.
Daily digests
Overnight activity summarised for the team each morning.
Our standard
Every engagement includes:
- Every manual step in the workflow listed and timed
- Automations built in your existing tools where possible
- Approval points agreed in writing
- A run log and alerting for every automation
- 01
Matterline never gives legal or immigration advice.
Neither do our assistants. Legal and immigration advice stays with your lawyers and registered migration agents.
- 02
A practitioner approves what matters.
Proposals, agreements, newsletters and advice-adjacent messages wait for sign-off, by rule.
- 03
We add to your tools. We never replace them.
Your CRM, inbox and calendar stay. We connect them and add what’s missing.
- 04
Nothing goes live untested.
Every workflow is tested on de-identified data, including the questions designed to trip it up.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.