Receipts and invoices
Collect files through a secure request, check required fields and flag missing periods before month-end work begins.
Professional services automation UK
Automation That Lets Experts Be Experts
Your expertise is valuable; your time shouldn't be spent chasing documents. Maya's Innovate connects onboarding, compliance checks, approvals and client updates into clear working processes.
Clear client onboarding systems
Checks built into each process
Secure document collection
Shorter time-to-onboard
Client onboarding systems
Client Onboarding Without the Paper Chase
A new instruction should move forward while your team handles the work that needs judgement. Forms validate entries, requests go out on schedule, and clients know what happens next.
Every enquiry starts with useful information
Digital forms can validate key fields, identify the service required and create a record in the system your team already uses.
- Ask different questions for tax, legal, lending or recruitment work.
- Send a prompt to the right colleague when a qualified enquiry arrives.
- Keep a complete record without copying details between spreadsheets.
Accountancy workflow automation
Routine Finance Work Runs on Time
Accountants and bookkeepers need dependable inputs before they can give useful advice. Set the process once, then keep clients moving with timely prompts.
Reconciliation tasks
Connect bank feed events to review queues, assign exceptions and keep a visible record of what still needs attention.
VAT and reports
Send VAT reminders, schedule management reports and give clients a clear view of approaching deadlines.
Tailored workflow design
Mortgage Brokers and Law Firms
Different professional services need different control points. Choose the workflow that matches your team.
Mortgage broker automation London
Keep applications moving while lenders, clients and advisers exchange the information they need.
- Track application stages and lender updates in one working view.
- Alert clients and advisers when documents are close to expiry.
- Generate standard letters and give clients useful portal updates.
Law firm automation
Give every matter a consistent opening process, with checks and deadlines visible to the people responsible.
- Open matters with conflict checks, client details and required consents.
- Create deadline reminders for key stages and renewal dates.
- Build documents from approved templates and keep clients informed.
Recruitment agency automation
A Recruitment Pipeline With Fewer Gaps
Good candidates can disappear when updates depend on manual follow-up. Keep screening, scheduling and placement tasks visible.
Screen
Score applications against agreed criteria and send suitable candidates to the next review stage.
Schedule
Offer interview slots through calendar sync and send confirmations without a long email chain.
Verify
Request references, record responses and flag missing evidence before a placement is confirmed.
Place
Trigger onboarding tasks and payroll notifications when the right approvals are complete.
Good controls should be part of the work.
Teams see what is complete, what is overdue and who needs to act next.
Controlled processes
Compliance Built Into Every Workflow
Reduce avoidable omissions with checks that happen at the right stage, rather than in a last-minute scramble.
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AML checks and expiry alerts
Set review dates for identity documents and prompt the owner before evidence expires.
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Audit trail
Keep a time-stamped record of client contact, approvals and changes to important information.
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Retention rules
Apply data retention steps consistently and route exceptions for a human decision.
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Consent capture
Record communication preferences before updates are sent through connected channels.
A practical next step
Request a professional services consultation
Give Your Team Time Back
Tell Maya's Innovate where work slows down. We’ll map the process, identify suitable integrations and show a tailored route to better client service.