vvcoming soonDocument intake
01 · A new client or engagement starts- Sends the checklist.
- Tracks what has arrived.
- Chases the rest politely.
Approval: Asks you before any message that mentions fees or penalties
vv/By industry/Professional services
vv · coming soon
vv for professional services firms.
Firms bill for judgement but lose hours to intake, reminders and first drafts. vv does the preparation and leaves the judgement to the professional.
Tools it works in: Drive, Email, Calendar, Sheets.
The day today
Where the time goes in professional services firms.
- Clients send documents in pieces over weeks.
- Deadlines live in someone’s diary.
- First drafts of routine letters take an hour each.
- Long contracts need to be summarised before a call.
What vv runs
4 workflows, each with a clear start, clear steps and a clear stop.
Deadline reminders
02 · A statutory or contractual date approaches- Reminds the client and the team on the schedule you set.
Approval: Asks you before nothing for reminders you configured
Draft letters and notices
03 · You give a few lines of instruction- Produces a first draft in your format.
- Marks facts to verify.
Approval: Asks you before it leaves your desk
Contract summaries
04 · A contract lands in Drive- Summarises key terms, dates and unusual clauses in plain language.
Approval: Asks you before sharing the summary outside the firm
Boundaries
What vv will not do for professional services firms.
- Give legal, tax or financial advice.
- File or submit anything.
- Send a draft without the professional’s review.
- Delete client files.
These are limits built into how vv is set up. For anything outside them, it stops and asks you.
Questions
Asked by professional services firms.
Is it safe for client documents?
vv only reads folders you grant and never sends without your approval.
Does it replace a junior?
It takes the routine preparation. The professional’s review stays.
Which professions?
CA firms, lawyers, consultants, architects and similar. See the CA firms page for a worked example.
Want this for your professional services firm?
vv is coming soon. Tell us what you run and we will tell you honestly what is ready for you and what is not.
Other industries