Problems We Solved
Monthly Budgets
Practice Managers need quick visibility into monthly budgets, but LEAP and Actionstep make it harder than it should be. Data is scattered across reports, forcing hours of manual work just to see if the firm is on track. What should be a simple snapshot turns into a frustrating, time-consuming process every month.
Billings
Billings are no easier. LEAP and Actionstep users tell us they spend endless hours exporting, reformatting, and reconciling data just to understand their numbers. Reports rarely line up, and by the time they do, the figures are already out of date. It’s a constant chase for accuracy that drains productivity.
Recoveries
Recoveries are often the biggest headache. Tracking what’s billed versus what’s collected in LEAP or Actionstep means digging through spreadsheets and cross-checking records. Instead of a clear view of cash flow, Practice Managers are stuck reacting to problems after they’ve already hit the bottom line.
How We Solved It
After hearing these frustrations again and again, we built custom automations and dashboards that pull live data straight from LEAP and Actionstep.
No more exporting, formatting, or reconciling. Just clear, accurate visibility into budgets, billings, and recoveries each month.
Everything Practice Managers need sits in one place, updated automatically, so they can focus on running the firm instead of wrestling with reports.
Numbers Don’t Lie!
Where Should I Start?
Want to Learn More?
Schedule a call with our Melbourne-based team.
Examples of Our Work
Creative
Challenge:
Photographers and videographers were constantly running out of space, juggling fragile hard drives, and wasting hours trying to locate old files or fulfil simple client requests.
Solution:
We created secure, Australian-based cloud storage with 10TB+ capacity and Adobe Bridge support, giving creatives instant, reliable access to all their content directly from the desktop.
Financial Services
Challenge:
Businesses were struggling to conduct client calls whilst balancing the need to take accurate notes for compliance, stay engaged for good customer relations, and then use the information to produce post-meeting outputs.
Solution:
We used AI and automations to take the content of online meetings and populate it instantly in post-meeting outputs: follow up emails, Excel sheets, Powerpoint slides and Word docs.