By what you’re replacing
Four subscriptions, one client record.
Placeholder copy. FigsFlow consolidates the proposal, engagement, AML and billing tools most practices have accumulated one at a time. The same client stops existing four times over, and the handoffs between systems stop being somebody’s job. Replace this paragraph with approved UK copy before sign-off.
Placeholder — confirm rating and review count before sign-off
Four tools today
- ProposalsTool one · own client list
- EngagementTool two · own templates
- AMLTool three · own records
- BillingTool four · own schedule
- Joining upSomebody, manually
One record
- ProposalsClient created once
- EngagementFollows the accepted quote
- AMLOn the same client
- BillingSchedule set from the fee
- Joining upNothing to join
What we would replace, and what we would tell you to keep
Placeholder copy. Say plainly where a specialist tool is still the better answer. Replace with approved UK copy before sign-off.
Consolidates into one system
- Proposals and the price list behind them
- Engagement letters and their scope
- AML records against the same client
- Billing schedules raised from the agreed fee
Worth keeping separate
- Your ledger, tax and accounts production software
- Specialist tools doing something genuinely niche
- Anything mid-contract with a long way to run
- Tools your team would fight to keep, for good reason
How a consolidation is sequenced, one renewal at a time
Placeholder copy. Explain why renewal dates drive the order rather than preference. Replace with approved UK copy before sign-off.
List what each tool does
Placeholder. Including the edges nobody documents.
Check the renewal dates
Placeholder. The order follows the contracts.
Replace one at a time
Placeholder. Never all four in one go.
Retire, then cancel
Placeholder. In that order, not the reverse.
Questions about consolidating a stack
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
Do we have to replace everything at once?
Placeholder answer. Describe the one-at-a-time approach and how renewal dates drive the order.
What if one of our tools does something yours does not?
Placeholder answer. Be direct about the gaps and where keeping a specialist tool is the right call.
Can we bring across the data we already hold?
Placeholder answer. Describe the import routes available, once verified.
Does consolidating actually cost less?
Placeholder answer. Point to the pricing page and set out how to compare like for like, without quoting figures here.
Bring your list of tools to the call
Placeholder closing copy. We will map each one to what it would replace, and say plainly where it would not.