The trade on one side, the admin on the other.
Running a practice means doing your job (treating, advising, defending, counting) and carrying all the admin that comes with it as well. Setting appointments and calling the day before to avoid no-shows, putting together a quote or an engagement letter, tracking unpaid fees, following up a client without straining the relationship. That is hours, every week, taken from the real work.
And in a practice, these tasks carry sensitive data: a patient file, an ongoing case, confidential figures. You cannot hand that to just any tool, or leave information lying where it should not be. In Lyon as anywhere else, professional confidentiality and the GDPR are not negotiable. Automation must lighten the load without ever compromising confidentiality, and that is precisely how we design it.
The admin that does itself.
We automate the repetitive part of your admin, without ever touching the substance of a case. The system handles appointments, follows up late fees and tracks quotes, using only what is strictly necessary, where your data already lives.
You stay in control of the tone, the rules and what stays out of automation. We set everything around your confidentiality constraints, and the system respects them.
- Appointment booking and confirmation, with a reminder the day before to cut no-shows
- Follow-up on unpaid invoices and fees, stopping as soon as payment lands
- Quotes and engagement letters created and tracked, from draft to signature
- Data processed in the EU, hosted and monitored by us, handed back if you leave
- No automation on sensitive case content, as a matter of principle
A file, from first contact to payment.
Take a new client booking an appointment at the practice for a first consultation. Here is what the workflow, built in n8n, does for you.
As soon as the appointment is booked, the workflow puts it in your calendar and sends a neutral, discreet confirmation, with no sensitive detail. The day before, it sends a reminder to avoid a no-show: a slot freed up in time can be given to someone else. After the appointment, if priced work is needed, the system prepares the quote or the engagement letter from your template, ready to check and send, then tracks its acceptance. Once the work is done and invoiced, it watches the due date: if the fee is not paid on time, it triggers a polite follow-up, then a second, firmer one if needed, and stops dead as soon as the payment comes in. At every step, it carries only the strictly necessary information (a name, a date, an amount), never the details of the case, and everything is processed in the EU. The result: fewer missed appointments, quotes that go out fast, fees paid sooner, and a set-up that respects professional confidentiality from end to end.
What practices ask us.
Where it all connects.
For a practice, the diary is often the first job: automated appointments and reminders cuts no-shows without effort. Then comes tracking fees with automated follow-ups on unpaid invoices, which brings your cash in without forcing you to chase by hand. And upstream, automated creation and tracking of quotes and engagement letters saves valuable time on every new case. To see everything, go to the automation hub. Since a practice has constraints of its own, especially around confidentiality, we often do custom builds shaped around your trade, and the ready-to-use packages cover the usual needs. The best thing is to talk it over in confidence: book a coffee with us.
To size up what is at stake, the savings calculator works out in a minute what these tasks cost you over a year.
Your time at the practice, protected.
Tell us how you handle your appointments, your quotes and your follow-ups today, and your confidentiality requirements, over a coffee. 45 minutes to see what can be automated, no commitment, and you leave with a costed plan within 72 hours.
Book a coffee