Case studies
Measured work, shown plainly.
Two anonymised clients. Two operational constraints. Each study shows what was happening before, what Halcroft built, what stayed human, and what changed after the system went live.
02
Live systems
02
Sectors
Case 01 · Business brokerage · UK
From inbound enquiry to qualified buyer.
A UK brokerage tripled its qualified discovery calls by scoring every inbound enquiry.
Client anonymised. Build completed remotely in 14 days.
3x
more qualified discovery calls
+40%
lead-to-meeting conversion
25–30h
manual work removed each week
£1m+
client-reported revenue generated*
*The £1m+ revenue figure is the client's own report after launch. It has not been independently audited and is not presented as a Halcroft-verified figure.
The constraint
Inbound demand was not the problem. Brokers were losing 25 to 30 hours each week to manual outreach and document chasing, with no fast way to separate a funded buyer from a casual enquiry.
The system
Halcroft built a qualification engine that scores budget, buying timeline, industry experience, and intent. Qualified buyers move to a broker's calendar, while document requests and follow-up run automatically.
What stayed human
Buyer conversations, valuation, negotiation, and seller relationships stayed with the broker. Qualification is a task. Closing a deal requires judgement.
Case 02 · Accountancy · UK
18 hours a week back during the year-end cycle.
A four-person practice serving around 180 clients automated the chase without automating the judgement.
Build and measurement
Built in three weeks. Results were measured across the first 12-week year-end cycle.
| Measure | Before | After one cycle |
|---|---|---|
| Fee-earner hours chasing | 24 hrs | 6 hrs |
| Clients submitting on time | 62% | 88% |
| Request to document receipt | 21 days | 9 days |
| Clients missing the deadline | 14 | 3 |
| Estimated advisory capacity released* | Not tracked | £15,500 per cycle |
*Estimated, and supplied with the approved case material. Figures are per year-end cycle, of which there is one a year, not per week: 18 fee-earner hours a week freed across the 12-week crunch is 216 hours at £120 an hour, of which roughly 60 per cent was redeployed to chargeable work. The operational measures above were recorded across that same cycle.
The constraint
During the 12-week filing crunch, four fee earners spent around 24 hours a week tracking missing records and sending one-off chasers. There was no single view of what each client still owed.
The system
A live checklist, personalised reminder sequence, automatic receipt logging, and one dashboard now own the routine chase. The sequence stops as soon as a document arrives.
What stayed human
Complex and sensitive cases still go to a fee earner. Partners retain sign-off on non-standard work, and clients who need a phone call are surfaced to a person.
“The chase used to own January. Now I open one dashboard and can see exactly where every client is, and my team is doing actual accounting again instead of sending the same email for the fourth time.”
What both studies show
Find the repeatable work consuming expert time. Build a system around it. Keep people where judgement and relationships create the value.
Your highest-leverage workflow
Find the work your experts should not still be doing.
An introductory briefing identifies where capacity, conversion, or client delivery is being constrained, and whether there is a measurable system worth building first.