Backoffice Automation

The admin work of your deal process — on autopilot.

Without Automation

  • Manually tracking NDA status — who signed, who didn't?
  • Sending documents individually and tracking confirmations
  • Manually compiling client reports
  • Copying information between CRM, email and file server

With Vectis

  • Automatic NDA tracking with reminders and status overview
  • Document distribution via workflow — including follow-up
  • Client reports generate automatically from CRM data
  • Systems talk to each other — no more manual copying

What We Automate

1

NDA Management

Distribution, tracking and reminders — fully automated.

2

Document Workflows

Information memoranda, teasers and reports to the right recipients at the right time.

3

Client Reporting

Automatic progress reports from your existing data.

4

CRM Integration

Your systems work together — without manual transfers.

Sounds interesting?

Let's discuss in 30 minutes how this could work for your boutique.

Free Consultation