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Legal and accountancy firms

Fewer reminders, more time for advice.

Collecting documents, incomplete files, appointments, fees: VEMORI automates the admin so that your firm can focus on its clients.

Sound familiar?

What slows your business down.

These tasks come round every week and create no value for your clients.

01

Files held up by one document

One document is missing and the whole file stalls, without anyone noticing.

02

Reminders written one by one

Each client gets an individually written message, whenever someone finds the time.

03

Deadlines scattered everywhere

Appointments, deadlines and follow-ups spread across calendar, inbox and spreadsheet.

What we automate

Your processes, taken care of.

In the software you already use. Sensitive decisions always need your sign-off.

DOCUMENT COLLECTION

Checklist sent to the client, automatic reminders, documents filed to the right matter.

INCOMPLETE FILES

An alert as soon as a file is waiting for a document, with a list of what’s missing.

APPOINTMENTS

Confirmations and reminders sent automatically.

FEES

Billing and chasing of unpaid fees.

Example

One process, start to finish.

How a typical case in your sector is handled automatically.

  1. TriggerNew file opened
  2. Step 1Document checklist sent to the client
  3. Step 2Documents received and checked
  4. Step 3Automatic reminder for missing documents
  5. Step 4Complete file flagged to the team member

Confidential correspondence always requires your approval before anything is sent.

Illustration. Every automation is built around your software and your business rules.

Let’s find out what you could save. No obligation.

Our method, commitments and support are set out on the home page.

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