# Back-office automation: Take the paperwork off the people you hired for their expertise.

Retyping data between systems, chasing signatures, filing documents, reconciling statements. We automate what can be automated and give the rest to a trained back-office team, so your experts spend their day on expert work.

Works with: DocuSign, Gmail, Google Sheets, Zoho, QuickBooks, n8n, Zapier.

## Paperwork, without the people-hours

1. **Document arrives**: Email, upload, portal
2. **Read**: Fields extracted by AI
3. **Checked**: By a person when unsure
4. **Filed**: In the right system
5. **Followed up**: Until it's complete

## What it looks like in your industry

### [Insurance](https://legendarygrowthsolutions.com/industries/insurance): COIs, endorsements and downloads

Certificate requests issued from the AMS, endorsements processed, carrier downloads matched and suspenses cleared daily.

COI request -> Holder and limits checked -> Issued from AMS -> Sent and noted

### [FinTech and wealth](https://legendarygrowthsolutions.com/industries/fintech): Onboarding without NIGO

Account forms prefilled from the CRM, KYC documents checked, and transfers tracked daily until the money lands.

Client signs -> Forms prefilled -> NIGO check -> Funded

### [Legal](https://legendarygrowthsolutions.com/industries/legal): Records, documents and drafts

Medical and police records requested and chased, documents indexed to the matter, first drafts prepared from firm templates.

Records requested -> Chased weekly -> Indexed to matter -> Draft ready

### [D2C and ecommerce](https://legendarygrowthsolutions.com/industries/d2c): Orders, invoices and marketplace admin

Orders synced to the ERP or Tally, invoices and credit notes generated, and marketplace listings and claims handled.

Order placed -> Synced to Tally -> Invoice issued -> Settlement reconciled

### [Beauty and wellness](https://legendarygrowthsolutions.com/industries/beauty-wellness): Consent forms and client records

Digital intake and consent before the visit, photos filed to the client record, and package usage kept accurate.

Booking made -> Intake and consent sent -> Signed before visit -> Filed to record

### [Cannabis retail](https://legendarygrowthsolutions.com/industries/cannabis): Menus, inventory and compliance admin

Menus kept in sync across marketplaces, product data cleaned up, and the admin behind loyalty and vendor days handled.

New drop received -> Product data written -> Menus updated -> Loyalty segment notified

## What goes into it

### Workflow automation

Systems connected so data is entered once and moves on its own.

### Document AI

Invoices, statements, forms and IDs read and checked, with a person reviewing anything uncertain.

### A back-office team

Trained people in India for the judgement calls, follow-ups and exceptions.

### Internal tools

Portals, trackers and dashboards built for the work no off-the-shelf tool covers.

### ERP and accounting links

Orders, invoices and payments flowing into Tally, Zoho, Odoo or SAP.

## What we measure

- **Hours returned.** Time your experts no longer spend on admin, measured per person per week.
- **Turnaround.** From request to done, for each type of paperwork.
- **Error and rework rate.** Documents returned, rejected or corrected after filing.

## Questions

### What can't be automated?

Judgement calls, exceptions and anything a customer needs a person for. That's what the back-office team is for, working alongside the automation.

### Do we need to change our software?

Rarely. We connect the systems you already use, and only suggest a change when a tool is clearly holding the work back.

### Is our data safe?

People and automations get the access their task needs, in your systems, logged, under a written data agreement.

## Other outcomes

- [Lead generation](https://legendarygrowthsolutions.com/solutions/lead-generation)
- [Speed to lead](https://legendarygrowthsolutions.com/solutions/speed-to-lead)
- [Customer support](https://legendarygrowthsolutions.com/solutions/customer-support)
- [Retention and repeat](https://legendarygrowthsolutions.com/solutions/retention)
- [Reporting and dashboards](https://legendarygrowthsolutions.com/solutions/reporting)

[Talk about back-office work](https://legendarygrowthsolutions.com/contact?interest=ai-automation) or email hello@legendarygrowthsolutions.com. Markdown twin of https://legendarygrowthsolutions.com/solutions/back-office-automation.