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Small practices lose time on onboarding paperwork, anti-money-laundering records, month-end reports and client communications. Practice software can generate engagement letters and keep AML records, reporting software can draft client report packs with commentary, and an assistant can draft newsletters from public guidance. A partner checks the engagement terms, AML decisions, report commentary and anything that goes to clients.
4 ideastypical cost £40 a monthtypical saving about £113 a month
Fathom Pro for 30 clients is about £401 a month ($450 plus $17 for each of 5 extra companies). Editable AI commentary and branded reports.
Engager creates proposals, engagement letters and onboarding in one workflow; clients e-sign online. Up to 100 clients is £59 a month.
Turn GOV.UK guidance into a plain-English client newsletter with ChatGPT, Claude or Gemini, then check it. Free to about £20 a month.
Keep client risk assessments, due diligence and ID evidence in one place with review dates. £239 a year (about £20 a month) up to 250 clients.