Teams that got
their time back
Four practices, four different shapes of admin pain, one method. Each one shows what was built, who in the firm built it, and what they do with the hours now. Every number came from the client’s own reporting, not ours.
The short version
How the work goes
All four started the same way, and none of them started with us writing their process down.
We map the spine with you
DeskMate ships one eight-step spine — scope, gather, reconcile, client inputs, prepare, review, approve, lodge and close — and it holds for every obligation a practice carries. What hangs underneath is yours. Your steps are read out of the systems you already run and proposed back with a link to where each one came from, so the job is confirming your own work rather than describing it from memory.
Your people teach the rules, not us
A rule is taught in a sentence, in chat, at the moment someone hits the thing it applies to. It belongs to the person who taught it and runs on their work straight away. When they decide it is how the firm should do it, they share it, an admin approves it from one queue, and it becomes the default on every file — including the clients who join afterwards.
The admin leaves. The judgement stays.
Gathering, chasing, matching, formatting and filing come off the desk. Treatment, exceptions, advice and every approval stay exactly where they were. Nothing reaches a client until a person says so, and the file records who said it and when.
The work
Your turn.
Pick the workflow that eats the most hours this week. We will have it running, governed and reviewable, before the next one.
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