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How we work

A clear scope. A result you can check.

We work with your team to understand the process you want to automate or the history you need to reconstruct. Before work starts, we agree the scope, responsibilities and fixed quote.

Book a callExplore the process

Bring one process or historical question to talk through.

01First conversation
02Scope and fixed quote
03Build, test and hand over
From the first conversation to handover

We agree who does what.

Stage 01

First conversation

We start with one recurring process or one historical question, and the business result you need.

Your part

The documents and systems involved, who uses them, and any deadline.

Our part

We assess whether we can help and what needs reviewing before we can quote.

Stage 02

Scope and fixed quote

For automation, we simplify the process before deciding what to build. For reconstruction, we review the available sources and the records or evidence you need.

Your part

Representative documents, business rules and known exceptions or gaps.

Our part

We set out the deliverables, responsibilities and acceptance checks in a written scope, with a fixed quote before work starts.

Stage 03

Build, test and hand over

Our existing document platform gives us a head start on delivery. We configure, adapt or build what's needed, then check the outputs against your real documents.

Your part

People who know the work, available to review results and agree how exceptions should be handled.

Our part

We deliver the agreed process or reconstructed records, explain how to use them and complete handover. For automation, we can separately quote to keep the process running.

The scope sets out the intended result, delivery plan and how we'll check the work.

See how projects are priced
For the first conversation

No presentation required. Bring the messy version.

A sample document or an unanswered question is enough to start the discussion.

The process to automate or the history to reconstructThe systems, documents and people involvedThe result you need and any deadline

Nothing needs to be sent in advance. If we need examples afterwards, we agree a route for sharing them first.

The next step

What would a useful result look like?

Book a call

Bring one process or historical question. We'll talk through what it takes to deliver the result.