What it is
Documents are prepared from the information the client provides, formatted to a consistent standard and checked for missing items before delivery. Where a document needs signatures or attachments, the client receives a checklist of what is still required.
What is included
- Prepared from client information
- Consistent formatting
- Missing items flagged
- Checklist for signatures
How we work
Agree the routine
The tasks, documents and deadlines to be handled are listed and agreed with the client.
Organise and execute
Documents are prepared and routines carried out following the agreed schedule.
Report back
The client receives regular updates on what was done and what is due next.
Related
Find it when you need it
Records organisation
Organising physical and digital records so documents can be found quickly.
See the line →Recurring tasks
Office routines
Handling recurring administrative tasks on an agreed schedule.
See the line →Nothing forgotten
Deadline tracking
Keeping track of document and administrative deadlines and reminding the client in time.
See the line →