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Automation for professional services firms: client admin without the chasing

Accountants, solicitors and consultants sell judgement and spend a lot of time on admin: onboarding paperwork, chasing clients for documents, entering time, raising invoices. Falnor builds a system on your practice software that carries that admin and keeps the advice, and the final say, with your people.

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Where a firm’s time goes

Billable hours depend on information that clients are slow to send. Staff spend hours reminding, collating and re-keying before the real work starts, and billing gets done late because time is scattered.

  • New client onboarding means forms, ID checks and engagement letters passed around by email.
  • Documents are chased by hand, one reminder at a time.
  • Time, expenses and invoices are assembled at month-end from memory and notes.

What the system does for a firm

It handles the repeatable admin around each matter or engagement. For finance work it builds on Xero or Sage.

Onboards the client

It collects the details and documents you require, checks that nothing is missing and tells the responsible partner when the file is complete.

Chases what is outstanding

Reminders go out on your schedule and in your wording, and stop when the document arrives. Sensitive messages wait for approval.

Prepares time and billing

Time and expenses are gathered against each matter and a draft invoice is prepared for review.

Records everything

Each action is logged with what it read, the rule it followed and who approved it, which helps when someone asks later.

Advice stays with your professionals

The system starts in shadow, only reading your software and proposing what it would do. It takes over one task at a time, once it is right at least 9 times in 10 on your real cases. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. The system never gives advice or decides a client matter. It prepares the file so your people can.

Works with the software you already use

We build on your own tools instead of asking you to move. Common starting points:

  • Xero
  • Sage
  • HubSpot
  • Salesforce

We work with businesses in the US, the UK and Europe.

Questions people ask

Can this be used by an accountancy practice?

Yes. Onboarding, document chasing and billing preparation are common starting points. It builds on Xero and Sage, and your accountant keeps every judgement call.

Does it give legal or financial advice?

No. It prepares and records. Advice and decisions on a client matter stay with your professionals.

How is client confidentiality handled?

The system runs on your own software, starts read-only and logs every step. We build with GDPR in mind and agree access in writing before anything is built.

Does it replace our admin staff?

No. It removes the chasing and re-keying so they can spend time on work that needs a person.

How much does it cost?

There is no price list. We map the work first, then you get the scope, timeline and price in writing before anything is built. The automation ROI calculator gives a first view of whether a build pays back.

Which countries do you work in?

We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.

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