A consulting firm processing 150–400 documents per month managed everything manually via email an...A consulting firm processing 150–400 documents per month managed everything manually via email an...
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A consulting firm processing 150–400 documents per month managed everything manually via email and chats — no ownership, no SLA tracking, constant delays. Built rule-based document routing: type-based distribution, counterparty assignment via CRM sync, approval chains, automatic task creation and deadline control with escalation triggers. Result: 400 docs/month processed with full automation, zero manual routing, complete traceability at every stage. Long-term client — re-engaged after successful CRM implementation as business scaled.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started