Open items chased in your wording
Each open proposal and unpaid invoice gets its own message, logged against the client, with the next date already on it. The chase stops the moment they reply, and you see who has gone quiet for a month.
Consultancies, firms and practices
The engagement letter drafted the day the client says yes
Nothing goes out with your name on it unless a person has read it.
The judgement is what a client pays a practice for, so the judgement stays with you. What changes is the paperwork around it: the letter, the pack and the chasing, drafted from your own templates and your own wording.
Where we start
From the yes to the first meeting
The engagement letter is drafted off your own template with the fee and the scope already in it. The pack asks that client only for what is missing for their type, and what comes back is named to your convention and filed against them.
The board that shows which files are ready
Every new client, what is still outstanding for them, and which files can start. Open proposals and work not yet billed sit on the same screen.
Pricing
| What | Cost |
|---|---|
| The first conversation: one call, our homework, a written solution and a price | No charge |
| An agent, by complexity and scope | R990, R2,490 or R4,990 a month per agent |
| The board showing which files are ready and what is not yet billed, on Swann Intelligence | R1,490 a month, R2,490 with the AI layer |
| Getting your practice software, your document store and your billing talking | Quoted per project |
| Minimum term, which covers the implementation | 3 to 6 months |
What moves the price: how many client types have their own pack, how many templates the wording has to match, how many exceptions the agent settles instead of flagging, and how many of your systems it writes into. The number is in the proposal before anything starts. The proposal states the VAT treatment, the notice period and what happens at the end of the term.
The numbers, in one place
- Agents are R990, R2,490 or R4,990 a month per agent by complexity and scope, the board showing which files are ready is from R1,490 a month, and the first conversation costs nothing.
Questions
Questions
No. It drafts the repetitive parts, which are the pack, the reminder and the commentary on figures that already exist. The judgement stays with the person whose name is on the letter, and every draft goes past a person before it leaves the practice.
What gets processed, where it sits and who can see it is written down before anything is switched on. The processing happens on our side and the result is written back where you already keep the file. If a piece of work cannot be built safely, we say so instead of building it.
Usually not. The first step is getting what you already run to hand information to your email, your document store and your billing. If a system genuinely cannot be connected, we say so on the first call.
The advice, which is the part a client pays for. A time entry, because it ends up on a bill that has to stand up, so entries come back as suggestions a person confirms. And the client who has not answered three polite chases, who needs a phone call rather than a fourth message.
The next step
Book 30 minutes with us.
We look at what happens between a client saying yes and the first piece of work starting, and help you get started with AI. The first call is free.
The audit covers tracking, security and site health on one address, and there is nothing to sign for any of the three.