Accounting, bookkeeping and law firms
Approvals, intake and files for accounting and law firms, done inside Microsoft 365.
Your firm already pays for Microsoft 365, but sign-offs still happen over email and someone retypes client details into a spreadsheet. We automate one of those processes at a fixed price, usually in a week.
Where the time goes
“Has the partner signed off?”
Engagement letters and write-offs wait in an inbox until someone chases them.
“Send me the T4s again.”
Client documents arrive by email attachment and get saved in three places.
“Is this conflict-checked?”
New client and matter intake lives in a Word form and a spreadsheet nobody trusts.
“Which folder is it in?”
Files are organised by whoever saved them, so finding last year’s file takes ten minutes.
What we usually build
Every build runs inside the Microsoft 365 you already pay for. Fixed price, plus HST, agreed before we start.
| Process | What changes | Package |
|---|---|---|
| Engagement letter and write-off sign-off | Partner approves in Outlook or Teams; every decision is logged with who, when and why | Approval Flow, $1,500 |
| Expense and purchase approvals | Staff submit from their phone; reminders go out automatically; finance sees one list | Approval Flow, $1,500 |
| New client or matter intake | One form feeds a tracked list with an owner, status and checklist for each file | Intake to Tracker, $2,000 |
| Client and matter document site | SharePoint organised by client, year and matter, with permissions and templates | Document Hub, $2,500 |
Most firms start with one approval process, then add the document site. See all packages and prices.
Questions from firms like yours
Is our client data safe?
Everything stays in your own Microsoft 365 tenant. We build and test with sample data in our environment, then install using a temporary account you create and remove at handover. We never copy client files out.
Does this replace our practice management software?
No. It handles the internal processes your practice software doesn’t: approvals, intake checklists and shared files. It can sit alongside it.
What Microsoft 365 plan do we need?
Business Standard or higher, which most firms already have. We check on the first call.
How long does it take?
Five to ten business days depending on the package, with a working demo before anything touches your live system.
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.
or email hello@routewell.ca