Selected work
Real work, illustrated with example data.
Illustrative view. Example client, example figures.
Example clientSchedule of transfers, draft 3
| Date | Item | Amount | Source |
|---|
| 03 Feb | Transfer to savings | 4,200.00 | Bank statement, p. 7 |
| 14 Feb | Brokerage withdrawal | 12,500.00 | Brokerage statement, p. 2 |
| 27 Feb | Card payment | 1,086.40 | Card statement, p. 3 |
| 02 Mar | Wire out | 9,000.00 | Bank statement, p. 9 |
From bank statements to review-ready spreadsheets
One forensic practice prepares repeat records work in under a day. Every number links to its source. The expert reviews and signs.
Read about the records work
Illustrative view. Example client, example messages.
Example clientInbox, this morning
Medical records, Example Clinic
Action ready
Match to the case and file in SharePoint.
Adjuster follow-up, Example Insurance
Action ready
Prepare a reply for the attorney to review.
Hearing notice, Example Court
Needs a decision
Flag for the attorney. No automatic reply.
From incoming mail to the next action
A PI firm’s mail is sorted by case and urgency. Documents get filed, routine replies await approval, and exceptions reach the attorney.
Read about the inbox work
Built for you. Owned by you.
Your software, data and accounts stay yours. We build around the tools you use and maintain the result as your business changes.
Who we help
What’s taking more time than it should?
Tell us what’s slowing you down.
Let’s talk
