Find the missing file
Check the inbox. Check again.
Document checked ✓Intelligence put to work
Give your teamtheir time back.
We build and manage intelligent workflows that take repetitive work off your team’s plate—so they can focus on moving your business forward.
Your tools. Your workflows. Managed by Acta.
Check the documentsFind what’s missing
Prepare a follow-upA clear draft, ready to review
Keep everyone updatedApprove, then log the update
EXAMPLE FOLLOW-UP · FOR YOUR REVIEW
Hi Alex, just a quick reminder to send over your proof of address so we can move things forward. Thanks!
Illustrative demo. No messages are sent.
✓ Clear scope & fees✓ Your existing tools✓ Ongoing monitoring✓ Monthly management
Same work. A different rhythm.
From all over the place.
To all under control.
A few disconnected tasks become one connected flow. See how the pieces come together.
Before · The manual shuffle
Write the follow-up
Open another tab. Start a draft.
Follow-up prepared ✓Update the team
Copy the details. Chase the status.
Team kept in the loop ✓Separate tasks. Repeated effort.One connected workflow. More space to think.
Small beginnings. Useful systems.
Start with a task.
Build from there.
One repetitive job or a connected way to run your operations. Every engagement combines a tailored build with ongoing monthly management.
01 / SINGLE WORKFLOWS
Take one thing off your list.
A focused automation for a job you’ve done one too many times. We connect it to your tools, then monitor and maintain it after launch.
Explore workflowsCheck for missing documents✓
Prepare the follow-up✓
Log the latest update✓
02 / INTERNAL OPERATIONS
Put your knowledge to work.
Bring your documents, processes and tools together in a system we build and manage, so your team can find answers and move work forward.
Explore internal opsHelp me prepare today’s client update.
ACTA AI · EXAMPLEHere’s a draft from the latest matter notes, ready for your review.
Built to work. Managed to last.
We build it.
We keep it running.
We connect your tools, build the workflows and manage them after launch—with ongoing monitoring, maintenance and support.
Free 30-minute audit
Find the right opportunity
We map the repetitive work, understand your tools and identify a practical starting point.
Clear scope & fees
Agree the plan
You receive a clear proposal covering the build, implementation fee, monthly management and responsibilities.
Tested with your team
Build and launch
We connect your systems, test the workflow and get your team comfortable using it.
Ongoing monthly service
Manage and improve
We monitor performance, troubleshoot issues and maintain the workflow. Improvements are planned around your priorities and monthly scope.
One-time implementation. Ongoing monthly management.
Our processThe work behind the work
Familiar problems.
Better ways through.
Practical workflows for recruitment, legal, accountancy and other professional-services teams.
Document chasing
Follow up on missing documents and log their return, without another spreadsheet to manage.
Client operationsCandidate profiles
Turn assessment notes into structured candidate summaries, ready for your team to review.
RecruitmentClient updates
Prepare clear, consistent update letters from matter notes and the latest activity.
Legal servicesMorning briefings
Bring the day’s priorities, outstanding items and useful context into one digest.
Team operationsMonth-end reporting
Bring ledger data and variance flags together into a draft for your team to review.
AccountancyInternal knowledge
Make SOPs, templates and company documents easier for your team to find and use.
Professional servicesYour next move
Better systems.
Bigger possibilities.
Tell us what slows your team down. We’ll help you identify a useful first workflow and map what it would take to build and manage it.
Book your free audit30 minutes · Written plan · No obligation
Every build includes implementation and ongoing monthly management.