This is not hypothetical. Here is what actually happened.
These are real practices, real admin problems, and the real tools we built to fix them. If any of it sounds familiar, it probably is.
Case StudyInsolvency Practice
Bounce Back Insolvency is a personal insolvency practice run by Sean McMahon, based in Dublin, Ireland. Sean works independently, managing a full caseload on his own — which means every hour spent on admin is an hour not available for clients.
Bounce Back Insolvency: the same admin work used to take hours. Now it takes minutes.
The problem
Every new matter started the same way: a source document arrived with the information needed to begin work. Then that information had to be manually moved into internal spreadsheets and follow-on documents. By hand. Every time.
It was not a shortage of information. It was the amount of time required to move the same information from one place to another — again and again, for every client. The more the caseload grew, the more of this work piled up.
Nothing about this work required professional judgement. It was predictable, repetitive, and an expensive use of time.
What we built
One tool, aimed at the recurring task that was taking far more time than it should.
Document Automation
Document Processor
Upload one document. Get everything you need out the other side.
The tool reads the uploaded source document and pulls the right information into the practice's templates and working spreadsheets automatically. One upload produces everything — instead of one person manually re-entering data across multiple files.
Sean goes from "document arrives" to "everything is prepared" without touching a single field by hand. The work that used to take 20 or 30 minutes per client now takes seconds.
Documents are processed and immediately discarded — nothing is stored after the task is done.
How it works in practice
There is nothing to configure and no new system to learn. The tool is built around how the practice already works — the same templates, the same document formats, the same process.
Upload the source document, review the outputs, carry on. If anything does not look right, the platform says so in plain language — not a cryptic error code.
No technical background required. Just a straightforward tool that does what it says.
"I was on the verge of hiring someone just to keep up with the paperwork. Cadence gave me that time back without the overhead. It handles the repetitive work so I can focus on what actually needs me."
Sean McMahon, Bounce Back Insolvency
The result
The repetitive admin that used to eat into Sean's week is now handled automatically. Less time on data entry and reformatting, more time on the work that actually requires his expertise.
Outcome 01
One upload, everything produced
A single source document now produces all the downstream outputs the practice needs — at once, correctly, every time.
Outcome 02
Hours of admin back every week
The repetitive document handling that used to take up a significant part of each week is now done in seconds.
Outcome 03
Consistent outputs, every time
Manual re-entry introduced inconsistencies. With automation, the same information goes into the right places in the right format — reliably.
Your client data is safe
This work involves confidential information. We take that seriously.
Every tool we build for financial services practices is designed with privacy and data security from the start.
01
Documents are never stored
When you upload a document, it is processed and then immediately discarded. Nothing is kept on our servers after the task is done.
02
Passwords and credentials are encrypted
Any access credentials stored in the platform are encrypted at rest and only decrypted in the moment they are needed.
03
Every login requires two steps
Every login is protected with a second verification step. No shared passwords, no shared access.
04
You know who did what
Every action leaves a record — who ran it and when. No document content is stored in the log. Just the accountability trail.
05
Privacy checked before any change
Before we release any new module or change how data is handled, we review it against the applicable privacy obligations.
06
Built for EU and Australian regulations
The platform is designed to support the privacy rules that apply to financial services work in both the EU and Australia.
More case studies are coming.
We will share more examples as we receive approval to publish them. If you would like to see details relevant to your specific type of practice, get in touch and we can talk through it directly.
Sound familiar?
If any of this looks like your practice, let us talk.
Tell us what the repetitive work looks like for you. We will be honest about what can be automated and what it would cost.