Repeated information
Follow a representative client file: where is information copied, reconciled or requested again?
Accounting firms and service networks
Connect the steps that occupy your teams.
From client information to a signed engagement letter, each handoff between systems may create re-entry, waiting time or unclear ownership. The audit checks where to act before choosing a tool.
Where to look first
Start with the document cycle.
Approval points
Clarify who approves the fees and wording, with which rule and in which system.
Document handovers
Check the link between the client file, the generated letter, signature and archive.
A published engagement scope
From the client file to the engagement letter.
Robinswood designs, develops and maintains a business application to structure the engagement-letter cycle. This reference documents a work scope without publishing a quantified gain.
Scope of the PNS Gen application
- Client selection
- Business questionnaire
- Fee calculation
- PDF generation
- Approval
- Signature and archive connectors
Documented business scope
The application brings these steps into one business scope. Published scope does not establish a quantified performance improvement.
What to prepare
Use real examples to scope the work.
A process owner for engagement letters, representative cases, document templates and a list of relevant tools and access rights. Required documents and confidentiality are scoped before any transfer.
Keep the starting commitment clear.
The free conversation checks fit. If appropriate, the strategic audit costs €5,000 excluding VAT and runs over 10 days. It documents the baseline, full cost, risks and recommendation.
Your next step
Let’s start with your situation.
A free, no-obligation 60-minute conversation to understand your needs and check whether we can help. The strategic audit is a separate paid engagement.