Process, Not Platform: Building Repeatable Systems that Work

Ditch the guesswork. Design the systems your firm actually needs.

Thursday 26th June, 12:00PM AEST to 1pm
Join live via Google Meet

Why Attend

This session is designed for firms who want to get better — not just with tools, but with how they actually run. Whether you're onboarding new clients, re-engaging existing ones, or calling in jobs — the way your team starts, tracks and systemises these processes has a huge impact on both team efficiency and client experience.

We’ll walk through how firms are simplifying these workflows using Seamlss — and how to map a process that suits your team, not someone else’s template.

What we’ll cover:

• Where do you start?
  Website, QR code, referral, email — we’ll break down different entry points and how to make sure they land in the right process.

• Who’s doing what?
  Clarity around roles — admin, manager, accountant. We'll look at what works across different sized firms and team structures.

• Mini demos: how firms are using Seamlss today
  We’ll show a few different ways teams are using Engagement Tools, Fetch Forms, Smart Links and Seamlss workflows to make things easier (and faster) for both admin and accounting staff.

• Practical process design
  If you want a cleaner way to re-engage clients, onboard new work, or trigger jobs — we’ll walk through a few paths and help you think through what’s right for your firm.

Who should come:

• Partners and directors looking to scale operations

• Admin or CSA team members responsible for client workflows

• Client managers who want to reduce back-and-forth and stay in control

• Anyone trying to reduce inefficiencies and get work started faster

This isn’t a generic webinar. It’s a practical session, grounded in real firm examples — and yes, it’s run by Seamlss, so we’ll show you exactly how we can help you make this work in your setup.

Reserve Your Place

Register now via Humanitix