Professional service automation
Make client work easier to track from first enquiry to completion and billing.
Small professional service firms often depend on people remembering the next step for each client. Siftvik can organise intake, documents, tasks, appointments, approvals and billing without forcing the firm into a heavy system.
Typical workflow
01Client enquiry and intake
02Documents or information collected
03Work assigned and progressed
04Completion, billing and follow-up
Where time gets lost
Small operational gaps become daily interruptions.
Most small businesses do not need a giant system. They need the repeated handoffs, reminders and status checks to work reliably.
01Client information is stored in different places↗
02Pending documents delay work↗
03Task ownership is not always clear↗
04Billing and follow-up happen manually↗
What Siftvik can improve
Automate the workflow behind the work.
Document request tracking
Task and deadline visibility
Billing and follow-up reminders
What improves
Less checking. Fewer missed steps. Better visibility.
01Clearer client status
02Fewer missing documents
03Better task ownership
04Less manual follow-up
Example use cases
Start with one practical workflow.
01Client onboarded→
02Documents received→
03Work completed→
04Invoice followed up
Start with the work you repeat
Show us how your business works today.
We will identify what is worth simplifying, connecting or automating first.
Discuss my business →