Who it's for
Firms where the same work runs again and again, for many clients
Streamline earns its place where work is repeatable, deadline-driven and document-heavy — and where several people need to see the same job.
Accounting and audit practices
The problem: Many clients, the same recurring obligations, and partners who need to see progress without asking.
With Streamline: Recurring work is scheduled, allocated and tracked. Time is logged against the job. Deadlines stay visible.
Corporate and statutory services
The problem: Filings and statutory documents that must be produced accurately, on time, every time.
With Streamline: Workflows enforce the steps and the documents are generated from the information already captured.
Brokerages and advisory firms
The problem: Client requests arrive by phone and email and disappear into individual inboxes.
With Streamline: Requests become tasks with owners and due dates, and the client history sits in one place.
Operations teams with a defined process
The problem: The process exists, but it lives in a spreadsheet and in people's heads.
With Streamline: The process is configured into the system so work cannot skip a step.
Industries already running on Streamline
Each of these is anchored to a named customer, not a guess.
Accounting and audit practices
Recurring client obligations scheduled, allocated and tracked, with time logged against the job.
Customers: Interact Accounting Services (Nadia Cronje) and Marinus Coetzee, Chartered Accountant.
Corporate and statutory services
Filing and statutory workflows that enforce the steps and generate the documents from captured information.
Customers: Statucor (Matthew Wray).
Insurance brokerages
Client requests become owned, dated tasks instead of disappearing into individual inboxes.
Customers: QSI Brokers (Heila Nel).
Professional and advisory firms
One client history, visible progress and reporting across a small team of specialists.
Customers: Maverick & Associates (Karin Louw).
Consulting and service businesses
A defined delivery process configured into the system so work cannot skip a step.
Customers: Pure Innovation (Kim Kemp) and Bocal Africa (John Loesch).
What firms use it for
- Running recurring client obligationsMonthly and annual obligations sit on a diary so deadlines stay visible.
- Allocating work with owners and due datesEvery piece of work has one person responsible and a date it is due.
- Task-centred communicationConversations stay attached to the task they belong to, not in an inbox.
- Answering "where is this?"Progress tracking replaces the phone call asking for a status update.
- Turning your process into workflow stepsScripted steps mean work follows your process every time.
- Custom forms and fillable PDFsCapture exactly the information a job needs, in the format you already use.
- Generating the documents a job requiresDocuments are produced from information already captured against the task.
- Logging time against the workTime is recorded as work happens, not reconstructed at month end.
- Reporting on workload, progress and historyDashboards for running the practice, not just the individual jobs.
- Working from a phone or tabletLog in and keep working when people are out of the office.
Signs Streamline will fit
- You run the same process repeatedly for different clients.
- Missing a deadline has a real cost.
- Work produces documents, forms or filings.
- More than a handful of people need to see the same job.
- You cannot answer "where is this?" without phoning someone.
If work in your business is mostly one-off and ad hoc, a task list may serve you better. We would rather tell you that on the call than after you have signed.
Not sure whether it fits?
Tell us how your work runs today and we will tell you honestly whether Streamline is the right answer.