For UK service businesses
Improve the recurring work between your systems: collecting information, preparing reports, routing requests and tracking the next action. Sightline builds focused workflow automation for UK service businesses, using practical AI where it helps and keeping people responsible for material decisions.
Discuss your challengeA free 30-minute conversation with Liam
Where this helps
Staff copy details between a CRM, finance tool, delivery system and spreadsheet. Connect the agreed systems where feasible, check the information before it moves and flag exceptions instead of silently passing errors along.
A recurring request arrives by email, needs information from several people and has no clear next owner. Introduce consistent intake, routing and status tracking so the team can see what is waiting and who should act.
People collect files, check whether information is complete and prepare the same report repeatedly. Automate suitable preparation steps and make outstanding items visible before a person reviews and approves the result.
How the work happens
Liam works with the process owner to understand the recurring task, the systems involved and the exceptions that need human judgement. The proposal defines the process boundaries and the result to be delivered.
During paid delivery, map the agreed process and record its volume, waiting points, rework and handling effort. Confirm the information required at each step and who is responsible.
Use system connections and explicit rules for predictable tasks. Consider AI for a bounded task such as extracting or summarising information only when its output can be checked and the data use is agreed.
Test normal cases, missing information, failed connections and outputs that need review. Train the team, document how to recover from a failed step and agree who monitors the workflow after launch.
Built for routine use
The agreed connections, automated steps and user hand-offs, tested against acceptance criteria. This is a focused implementation with clear responsibilities and defined limits.
Appropriate access, visible failures and a clear route to the person who can resolve an issue. Material decisions and final approvals remain with your team.
Instructions for operating and maintaining the workflow, its known limitations and a handover to the responsible team. A 30-day in-scope stabilisation window covers defects against acceptance criteria.
See the applications for law firm reporting and administration and accountancy practice profitability and reporting.
Practical questions
No. When inputs and rules are predictable, a direct integration or rules-based workflow may be enough. AI is considered only where it has a useful task and suitable review, permissions and exception handling can be defined.
We check the available APIs, exports, permissions and integration options before agreeing what can be delivered. The proposal names the connections and dependencies included; it does not assume that every tool can be connected.
Agree a baseline for the chosen process, such as handling effort, turnaround time, rework or the number of manual hand-offs. Compare the result after the workflow enters routine use. The aim is measurable improvement, without promising a particular saving before the work is understood.
Work directly with Liam
This work is part of our Operational Analytics & Improvement service, typically delivered over 6–10 weeks. We discuss your requirements before confirming the scope and fee in a proposal. Ongoing Analytics & AI Partner provides continuing support with a three-month minimum.
Start with a free 30-minute conversation. If there is a potential fit, we may offer one free walkthrough of up to 45 minutes, led by your team. Detailed analysis and solution design form part of paid delivery.