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