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§ Services · 2026

Four entries.
Each a clean cut through the bottleneck.

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

01

Client intake & routing

For teams where good inquiries 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 topic, 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
Pilot fixedfrom € 12,000
Operationmonthly, individual
StackM365 · Workflow-Automatisierung · RA-MICRO
02

Handoffs, documents & approvals

For teams where documents, follow-ups, and approvals get stuck between assistants, back office and the people responsible. 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
Pilot fixedfrom € 12,000
Operationmonthly, individual
StackDMS · M365 · Workflow-Automatisierung
03

DATEV, RA-MICRO & beA in process flow

For teams 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
Pilot fixedfrom € 18,000
Operationmonthly, individual
StackDATEV · beA · Workflow-Automatisierung · 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 organisations
  • 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.