Caseflow Automation

Clear from brief to handover.

Agree the work before building it. Review the result before relying on it.

Four steps.

  1. Brief

    Identify the task, users, existing tools and approved materials.

  2. Scope

    Agree deliverables, price, exclusions, dependencies and review points.

  3. Build & review

    Configure or create the work. Test realistic examples and review exceptions together.

  4. Handover

    Check acceptance criteria, deliver the agreed files or configuration, and document ongoing responsibilities.

Questions worth asking.

Can you give a fixed price?

For a defined task, we can quote a one-off implementation or creative fee once inputs and scope are confirmed. Complex integrations and dashboards need discovery. Your quote separates the project fee from any ongoing software or usage costs.

Do I need new software?

Not always. We review the tools you already use first. If another service is required, you approve the provider and its recurring costs before setup.

Will AI send messages or make decisions on its own?

Only actions explicitly agreed in scope may be automated. Draft review, escalation and exception handling are part of the design. Inbox work starts with human approval before sending.

Who owns the accounts?

Work is configured in client-owned accounts where supported. Access, licensing, deliverable ownership and any third-party restrictions are documented before work begins.

How long will the work take?

Timing follows a review of the scope, access, materials and review schedule. We confirm a delivery plan before the project starts.

Is ongoing support included?

Only if it is listed in your scope. Optional management has a defined workload, response arrangement and cost; it is not unlimited support.

Do you film properties or produce permit drawings?

Property video services edit supplied footage. Concept renderings are illustrative. Filming, drone operation, architectural or engineering drawings and permit work are not included.

Can I send confidential documents now?

No. First agree an appropriate channel, access permissions and data-handling requirements. The current website does not collect or receive enquiries.

A clear brief is a useful start

One task.
A defined next step.

Choose the service, tell us what you already have and outline what a finished result should include.

Prepare your enquiry