Demos
See it working before you talk to anyone.
Each video shows one package running end to end in a test Microsoft 365 environment, with sample data. What you see is what your team would use.
Approval Flow demo, 60–90 seconds
Video coming soon
Approval Flow
For time off, purchase requests and document sign-off. $1,500, 5 business days.
- A staff member fills in a short request form
- The manager gets an approval card in Teams or Outlook
- The tracker updates itself and the requester is notified
- Reminders go out if nobody responds
Intake to Tracker demo, 60–90 seconds
Video coming soon
Intake to Tracker
For client intake, site forms, service requests and checklists. $2,000, 7 business days.
- A form replaces the PDF, paper or email request
- Each submission lands in one list with an owner
- Overdue items trigger reminders
- A dashboard shows what is open, late and done
Document Hub demo, 60–90 seconds
Video coming soon
Document Hub
For firms whose files live in email, desktops and shared drives. $2,500, 10 business days.
- One SharePoint site with clear libraries and tags
- Permissions so the right people see the right files
- Templates for the documents you create most
- Search that finds things by client, matter or project
Pick one process. We’ll fix it this month.
A free 20-minute call. You’ll leave with a clear idea of what’s possible, even if you don’t hire us.
Book a free call
or email hello@routewell.ca