Data typed three times.
Client data travels by copy-paste from email to DMS to DATEV. Every system has its own state — none are reliably aligned.
Intake · Copy-Paste · DriftTools are there.
Connections are missing.
DATEV, M365, DMS, beA, RA-MICRO — every firm owns the stack. We build the missing bridges between them so handoffs, documents and follow-ups flow automatically. Self-hosted, GDPR-compliant, operable by your team.
§ 014–6 weeks until the first workflow runs in production.
§ 0220 firms analysed in our digital benchmark.
§ 03No vendor lock-in. You own the workflows and documentation.
Fig. 01 — Integration Map
§ IThree Patterns
Your tools work.
The spaces between them don't.
We analysed 20 firms. The same three friction points show up everywhere — regardless of size, stack, or practice area.
Follow-ups rely on individuals.
Whether documents get requested, deadlines tracked, or clients informed depends on one person remembering. Holiday equals standstill.
Memory-Reliance · Ops-RiskNobody sees the full status.
Which case is waiting on what? What's missing, what's overdue? Without a cross-system picture, idle time and clarification ping-pong emerge.
Status-Blindness · Mail-Ping-Pong§ IIMethod
No big project.
A clean cut through the bottleneck.
Firms don't need a transformation show. They need one resilient live process — and the confidence that it won't hinge on the consultant.
Analysis
We find where manual work lives between your systems and which process has the highest leverage — not via a discovery call, but through a focused workflow check.
- Process walk with assistants
- System map & break points
- Bottleneck prioritisation
Integration
We build the connection: data flows automatically, handoffs run rule-based, status is visible everywhere. Productive after 4–6 weeks, not 6 months.
- n8n + M365 Graph + APIs
- Owner, status, escalation
- Test on real data
Live operation
The workflow runs on your stack. Self-hosted, GDPR-compliant, fully documented — handover-ready for assistants, back office, or a different vendor.
- Runbook & monitoring
- Team training
- Monthly review, optional
§ IIIKey numbers
Numbers from live integrations.
4–6weeksUntil first
workflow live
workflow live
20Firms in our
digital benchmark
digital benchmark
400+n8n integrations
available
available
0Vendor lock-in.
Documented & handover-ready.
Documented & handover-ready.
§ IVVoices
What clients say about the operative side.
< 12 h to the first qualified response.
Intake automation clearly accelerated our first response. Status is transparent now — noticeably fewer enquiries slip through.
Partner·Employment law firm · Europe
Three clear status stages instead of mail ping-pong.
Monthly planning, AI copy and publishing in one workflow — including approval. Social is now predictable without starting from zero each week.
Partner·Business law firm · EU
A visible state for assistants and partners.
We finally know which enquiries are open and who owns them. The support team saves real time because status queries disappear.
Office Manager·IP boutique · International
Checklists and documents without Excel.
Client onboarding is now automatic: checklists, document requests, deadline setting. We used to manage this in tables.
Managing director·Tax advisory · Europe
§ V · Next step
Describe the one bottleneck
that costs you the most.
We usually respond within 24 hours with a concrete assessment — or a precise follow-up question. No sales funnel, no mandatory discovery call.