Back-office work,
without the manual handoffs.
A client firm uses Datawall to carry out software-to-software work: chasing case updates, handling customer-service email and moving information across its back-office tools. The workflow starts in software, not with a physical inspection.
An anonymized account of work performed for an accounting firm. The client name, production records and customer communications are not shown. No quantified savings are claimed.
Keep the relationship work.
Automate the back office.
Case administration involves repeated checks, requests for information and updates across tools. Datawall handles defined back-office workflows through computer use, while personal client relationships, meetings and professional judgment stay with the firm's people.
This is a software-only use of the platform. Images, video and field inspections are not required to move work from one system to the next.
The repetitive steps
between systems.
not a modeled opportunity
Case and information follow-ups
Chasing case updates and requesting information or status updates from the IRS as part of the firm's back-office process.
Customer-service email
Responding to service requests over email and carrying the associated information into the firm's operational workflow.
Practice and task management
Working across tools including Karbon and Trello to manage tasks and keep follow-up work moving between systems.
Payment-processing work
Carrying out payment-processing steps within the client's defined workflow. The exact permissions and approval requirements are specific to that deployment.
These examples describe this client engagement, not universal compatibility with every account, portal or payment system. Deployment scope, access and action boundaries are agreed for each workflow.
Start with a case.
Carry the update forward.
Use the existing tools
Work takes place in the firm's software environment rather than requiring a new system of record for the whole business.
Keep client relationships human
Meetings, personal context and relationship management remain with the team. Automating administrative handoffs does not replace that work.
Define the boundary
The client workflow determines the systems, information and actions involved. Review and approval requirements must be established for each rollout.
Within the customer's
controlled environment.
The deployment keeps internal workflow data within the customer's controlled environment as it moves information between internal systems. Access to services such as email or external portals is part of the agreed workflow boundary; private deployment does not mean disconnected from the internet.
Bring us one manual workflow.
Let's map your back-office handoffs.