One loop, applied honestly
Every managed engagement runs the same four moves. Nothing is automated that shouldn't be; nothing is delegated that can't be supervised.
01 · FIRST, BEFORE ANYTHING CHANGES
Diagnose
Map the current task and time breakdown, tool under-use, and friction points — before touching anything.
02 · THE HANDOVER CONTRACT
Articulate
Name the exact outcome, the owner, the data boundary and the exception rules. If it can't be named, it isn't delegated.
03 · INSIDE YOUR STACK
Systemize
Define the source of truth, software configuration, permissions and fallbacks inside the stack you already use.
04 · THEN EVERY WEEK
Run & supervise
Software handles what software does best; supervised people handle judgment calls — on a managed cadence with a named owner. You approve every invoice and every chased payment.
Boundaries that never move: we don't file tax or VAT, don't do regulated submissions, don't do formal debt collection or legal work, and don't touch anything your accountant hasn't signed off on the finance side. Human-in-the-loop on client-facing sends — always.
We sit alongside your people, not instead of them. If you already have an office manager or a partner doing the admin, the desk takes the repetitive lanes — the chasing, the filing, the follow-ups — and their judgement stays in charge. The day sheet still lands on their desk, not ours.
Escalation is agreed before anything starts. A named contact, a response window, and a defined route for anything urgent — written into the handover contract, not improvised on the day something breaks.
See where your admin actually sits
Six questions about your week — instant, honest maths before you spend anything.
Get your free audit