Accountancy
Document chasing, onboarding and reporting repeat every cycle and absorb fee-earner time. Halcroft assesses which recurring workflow costs the most, implements a fix where the case is strong, and measures the result.
Typically: Managing partner, operations lead or group leader at an established accountancy practice.
Where the constraint sits
Typical workflows
01
Client onboarding and document collection
02
Deadline visibility
03
Management-report production
04
Handoffs between teams
Case 02 · Accountancy · UK
| 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.
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.
Example systems
Makes recurring regulatory reporting a process the firm runs rather than an event the firm survives.
The system handles
People decide
How it starts
Introductory call
45 minutes, free. We look at where capacity is constrained and whether an assessment is worth doing. It is a conversation, not an audit.
Paid operational AI assessment
Fixed fee, scoped before it starts. Interviews, process and systems review, a baseline where the data allows, ranked opportunities with the financial assumptions, risks, and what not to automate. The report stands on its own, whether or not Halcroft builds anything.
Scoped implementation
Separately proposed and only where the assessment supports it. Agreed problem, acceptance criteria, data and security arrangements, human review points, training, handover, and measurement of the result.
Ongoing support
Optional, and only where there is a real recurring responsibility. Separately agreed, with its own fee and service scope. Many engagements end at handover.
Other markets
A useful first conversation
On a free introductory call we look at where delivery capacity is going today, and say plainly if an assessment would not be worth paying for.