By what you’re replacing
No system yet, and it is starting to show.
Placeholder copy. FigsFlow is the first practice system for firms still running on spreadsheets and email. Pricing, engagement letters, AML and billing move off the shared drive and onto the client record, without a migration project. Replace this paragraph with approved UK copy before sign-off.
Placeholder — confirm rating and review count before sign-off
On the shared drive today
- PricingA spreadsheet, several copies
- LettersLast year’s file, edited
- AMLA folder somebody owns
- ApprovalsAn email thread
- BillingA note in a diary
On the client record
- PricingOne list, shared
- LettersGenerated from the quote
- AMLHeld against the client
- ApprovalsRecorded in sequence
- BillingSchedule set from the fee
What moves across, and what stays exactly where it is
Placeholder copy. Be specific about the boundary, so nobody assumes the whole shared drive is being replaced. Replace with approved UK copy before sign-off.
Moves onto the client record
- The price list and everything quoted from it
- Engagement letters, generated rather than copied
- AML records and their current status
- Billing schedules and what has been raised
Stays where it is
- Your bookkeeping and ledger software
- Email and calendar, used as they are now
- Working papers and historic client files
- Anything the spreadsheet genuinely does better
How a first system goes in, without a migration project
Placeholder copy. Set out the four stages and roughly how long each takes. Replace with approved UK copy before sign-off.
Type up the price list
Placeholder. Straight from the spreadsheet you already use, once.
Start with new clients
Placeholder. Nothing historic is migrated at this stage.
Move renewals as they come
Placeholder. Existing clients cross over across one cycle.
Retire the shared folder
Placeholder. Once, deliberately, and with the team told.
Questions first-time buyers ask
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
Do we have to migrate years of files to get started?
Placeholder answer. Explain the start-with-new-clients approach and what happens to historic files.
How long before the team stops using the spreadsheet?
Placeholder answer. Give a realistic adoption timescale and what usually slows it down.
Is this too much system for a small firm?
Placeholder answer. Be honest about who it does not suit yet, and point to the practice-size pages.
What happens to the documents we already hold?
Placeholder answer. Describe where documents live and what is retained, once verified.
Bring your spreadsheet to the call
Placeholder closing copy. We will build the first version of your price list from it while you watch.