01
Chasing clients
Managers lose hours asking for the same missing records.
For 10-50 person UK accounting firms
Recover billable capacity before hiring again.
We identify where client chasing, document intake, Companies House checks and routine handoffs are draining fee-earner time, then build supervised workflows that return capacity without removing professional control.
UK-hosted workflow option · GDPR-aligned controls
Orchestrated by Mastermind
02
Sorting documents
Email, portals, folders, and attachments create quiet duplication.
03
Checking status
Companies House, tax deadlines, and internal updates are manually pulled.
04
Keeping control
Partners see exceptions and approvals, not every low-value admin decision.
Confidence layer
Built for firms that cannot afford uncontrolled automation.
Partners do not need AI theatre. They need clear controls, named ownership, and a visible audit trail before client work moves through automation.
Revenue leak map
See where your firm is losing fee-earner capacity.
The leak map shows which recurring workflows are consuming manager and partner time, how much capacity they represent, and which ones can be routed, drafted, checked, or escalated through a controlled workflow.
Leak register
Client chasing
Managers write repeated reminders, update trackers by hand, and interrupt client work to find missing records.
- Typical drag
- 8-14h per week
- First automation
- Reminder engine with escalation queue
- Control retained
- Approval rules and full message log
Capacity check
Put a value on the admin your team already feels.
Adjust the assumptions to estimate how much non-billable drag could be recovered before you add headcount, reduce write-offs, or ask senior staff to absorb more work.
Annual recoverable capacity
£119,784
About 91 fee-earner days returned each year.
Controlled automation model
Automate admin while your accountants stay in control.
Client records, emails, portals, Companies House data
Sources are gathered into one operating queue instead of scattered inbox work.
Classify, chase, draft, route, and flag exceptions
Routine work is handled automatically; ambiguity is made visible.
Accountant review before sensitive client action
Advice, judgement, and high-risk communication stay inside firm control.
Status, owner, source, timestamp, and action history
The firm gets operational proof instead of a black-box automation.
Revenue Recovery Audit
Start with a quantified leak register.
Your firm receives a ranked view of the workflows costing the most time, a conservative capacity recovery estimate, and a practical control plan for the first automation sprint.
Deliverable 01
Workflow leakage register
Five to eight admin workflows scored by time lost, recurrence, risk, and ease of automation.
Deliverable 02
Annual recovery case
Conservative value estimate using fee-earner rates, weekly drag, and practical recovery target.
Deliverable 03
First sprint blueprint
One workflow selected for implementation with approval gates, exception handling, and reporting.
First workflow sprint
Turn document collection into a controlled queue.
Before
Managers write reminders, check folders, update trackers, and chase missing records manually.
Automation sprint
Requests, reminders, received documents, exceptions, and status updates move through one supervised queue.
After
Fee-earners see the exception list, not the entire admin burden behind collecting the file.
Partner proof
Make the hidden cost visible before asking your team to do more.
Representative case study
22-staff accounting firm
Client document chasing was absorbing manager capacity every week.
The firm believed the problem was "busy season pressure". The audit showed repeated client chasing, folder checks, and tracker updates were creating a recurring capacity leak that looked small file-by-file, but expensive across the client base.
16h
weekly manager drag identified
41%
first workflow recovery target
6 weeks
controlled pilot window
Before
Manual reminders, repeated inbox checks, unclear ownership.
Control
AI drafts and routes work; accountant approves before release.
After
Managers see exceptions instead of carrying the full admin loop.
Recovery briefing
Show us the workflow slowing your firm down.
Tell us where your team is losing time. We will prepare a focused briefing showing the likely leakage, control requirements, and safest first workflow to automate.