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§ Services · 2026

Four entries.
Each a clean cut through the bottleneck.

No modular toolkit. We start where your firm pays the most idle time today — and make that process operationally clean before we touch the next one.

01

Client intake & routing

For firms where good cases are answered too slowly, routed wrong, or left without a clear next step. Three channels, one path — measurable from week two.

  • Web form, email & call notes into one intake
  • Routing by practice area, location or team
  • Owner assignment + 24-h SLA with escalation
  • Required fields & conflict check before approval
  • Three status stages (received · qualified · assigned)
  • Auto follow-up for missing documents
Duration4–6 weeks
Setup from€ 4,500
Operation from€ 650 / month
StackM365 · n8n · RA-MICRO
02

Handoffs, documents & approvals

For firms where documents, follow-ups, and approvals get stuck between assistants, back office and lawyers. We make the document flow visible and handover-ready.

  • Document checklists with completeness indicator
  • Automated follow-up (2 stages, then escalation)
  • Approvals and handoffs without mail ping-pong
  • Status visible for assistants & partners
  • Auto-archiving in DMS / DATEV / SharePoint
  • Monthly report: idle times, bottlenecks, anomalies
Duration6–8 weeks
Setup from€ 5,500
Operation from€ 750 / month
StackDMS · M365 · n8n
03

DATEV, RA-MICRO & beA in process flow

For firms already using DATEV, RA-MICRO or beA whose process between them keeps breaking. We bring master data, deadlines and inbox flows into one continuous stream.

  • Master data sync DATEV ↔ DMS ↔ RA-MICRO
  • beA inbox monitoring + auto-archiving
  • Deadline extraction from inbox (LLM + rules)
  • Routing rules by file type
  • Audit log for every automated step
  • Rollback & review inbox for edge cases
Duration8–12 weeks
Setup from€ 8,500
Operation from€ 1,100 / month
StackDATEV · beA · n8n · LLM
04

Workflow check · Entry

Not sure where the leverage is? The workflow check is a paid entry: two hours process walk, one week analysis, a written assessment with prioritised roadmap.

  • Process walk with assistant + partner (2 h)
  • System map & break-point inventory
  • Prioritisation by idle time + criticality
  • Roadmap for the next 3 months
  • Benchmark against 20 comparable firms
  • Creditable against a follow-up engagement
Duration1 week
Fixed price€ 1,250
Credit100 %
OutputAssessment & roadmap
§ Next step

Which cut would be the first for you?

In two sentences: where does data get entered twice, where do handoffs break, where are follow-ups forgotten? We respond with a concrete assessment within 24 hours.