Professional services firm · Compliance workflow automation
Compliance automation
Compliance workflows that used to live in inboxes now run themselves.
- Professional services
- AI & automation
- Custom apps
100%
of cases tracked end-to-end
1
source of truth for compliance status
01The background
Client-onboarding and ongoing compliance checks were chased by email and tracked in spreadsheets, so status was always a question and deadlines were always a risk.
02What we did
We built the compliance workflow into a governed Power Platform app: cases open automatically, evidence is requested and tracked, and reviewers see exactly what is outstanding.
- Automated case creation and reminders
- Evidence tracking with audit trail
- Reviewer dashboards
- Handover to the firm’s own administrators
03The outcome
Every case is now tracked end-to-end with a single, defensible record of compliance status.
Delivery
Scoped with certainty up front; delivered in two phases
Services: AI & automation · Custom apps
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What you leave with
- 01A straight answer on feasibilityWhether it can be built, on what stack, and what we would cut from version one.
- 02A realistic timeline and budget rangeMapped to a fixed-scope package where one fits, so there are no surprises later.
- 03A recommended architectureFlutterFlow, custom Flutter or Power Platform, and how it connects to what you already run.