Client onboarding
Capture the right information once. Forms can route matters, request identity evidence and create the first task set before a colleague opens the file.
Fewer incomplete instructions
Professional services automation
Automation for practices that run on trust.
More client time. Less paperwork. Ewan & Elliot Engine handles the admin behind client onboarding, document automation, scheduling and follow-up, so fee-earners can focus on advice.
20%
more billable hours reported
15 hrs
saved each week in one case
UK
focused data and compliance needs
Engagement letters assembled from approved templates, then sent and filed without a manual chase.
The working day, improved
Automate every stage of the client lifecycle.
Your team keeps control. The system keeps work moving.
Document assembly
Merge CRM or practice-management data into approved engagement letters, advice packs and matter documents. Version control stays visible.
Consistent documents
Scheduling and reminders
Offer suitable slots, confirm meetings and send reminders based on the matter stage. Your diary reflects the work already agreed.
Less back-and-forth
Compliance checklists
Set required checks for each service line, record who completed them and flag exceptions before a file moves forward.
Clearer file oversight
Billing and collections
Trigger polite payment follow-ups, surface overdue actions and keep clients informed without asking a partner to remember every date.
Fewer missed follow-ups
A workflow system shaped around your practice
We map the handovers, approvals and exceptions before any automation is built. The result fits how your people actually work.
Compliance is a feature
Built for regulated environments.
Automations can maintain full audit logs, preserve document versions and respect data residency requirements. We account for SRA, ICAEW and FCA considerations when we design the workflow.
"We treat compliance as a feature, not an afterthought."
Case study
How a boutique law firm saved 15 hours a week.
Manual intake caused missed follow-ups and delayed engagement letters. Ewan & Elliot Engine connected an intake form to document generation and task reminders.
Onboarding time was cut in half. The practice reclaimed 15 hours every week for fee-earning work.
Discuss your process15
hours saved weekly
Less time spent checking forms and chasing signatures.
50%
faster onboarding
The right documents and tasks appeared at the right point.
“The handover is now visible to everyone. Clients receive the right letter sooner, and our solicitors spend their time on the matter itself.
Agie Crasta, Senior Partner
Practice technology
Works with the tools your team already knows.
We connect the systems, permissions and handovers. Integrations are planned with UK data protection requirements in mind.
Clio
Xero Practice Manager
Senta
Companies House API
DocuSign
Make the next week lighter
Ready to reclaim your billable hours?
We’ll map your current intake process and identify practical quick wins. Start with a focused conversation about your practice.