Less filing by hand.
Sort, rename, and file information using the rules your team already follows.
Custom software & workflow automation.
We simplify time-consuming tasks, connect the tools you use, and build software to reduce the manual work.
Sort, match & rename
500+ emails every week
Find the client and matter number.
Match the email to the matter.
File it by hand. Repeat.
One employee. 10+ hours of repetitive work each week.
10+ hours
per week · Email Sorter case studyThese are just a few examples of what we can help with. We build custom software and automations around the tasks, tools, and processes your business relies on.
Sort, rename, and file information using the rules your team already follows.
Pull information from your systems into templates that are ready for review.
Move information between your existing tools so your team doesn’t have to enter it twice.
Check out our free website offer. Hosting must be purchased through our recommended link.
Explore the free website offerOne website per business. We receive a hosting referral commission. Ongoing support is optional.
Email Sorter
500+ Outlook emails a week, sorted, renamed, and filed into Dropbox—with a human review queue.
Template Generator
Information from three sources. One click to a template that’s ready for review.
Reported results from individual workflows. Savings depend on the process and volume.
You don’t need a complete overhaul to begin. Bring us a recurring task that takes more time than it should.
We walk through the process with your team, look at the tools you use, and find where time gets lost or work gets stuck.
We simplify the workflow, build connections between your tools, and create custom tools where it makes sense.
We test it with your team and compare time and effort before and after, so you can see what’s working.
No. Think of us as the glue between the tools you already use. We build connections that help your systems share information and keep work moving.
It depends on the workflow. We work with you to define the review and approval steps. Some tasks need a human check, while others can run automatically.
We talk through a task your team repeats, the tools involved, and where time gets lost. It’s a starting point for understanding whether a better workflow could help.
Let’s talk through the work, the tools involved, and where a better workflow could help.
Book a free workflow review info@preecesystems.com