Same map underneath. Three businesses on top.
A hotel, an accounting firm and a law firm keep different things in their heads. The map gets built out of your own records either way, and every answer an agent gives points back at the record it came from.
One of these three has systems behind it. Two say so.
Two of the three cards below carry no evidence label. Nothing is published behind them yet, and borrowing a label from the vertical that has one is the thing this site refuses to do.
The hotel is my own 50-room property in Daegu. It is where every mechanism on this site gets built and broken first. That is why the accounting and law pages describe the same parts in a tense that has not happened yet.
- HOT
Hotels: See the hotel build
A guest calls at 11pm, nobody is at the desk, and the same question gets a different answer depending on who is on shift.
- Guest questions answered in four languages, out of your own house rules, with the record shown.
- The morning housekeeping count sent to staff chat before anyone opens the PMS to look.
- Confirmation documents built from one form instead of last year’s spreadsheet.
Evidence label: Live / visible - ACC
Accounting firms: See the accounting plan
Half of busy season goes on asking the same clients for the same missing statement, while new work calls in behind it.
- Would track what is outstanding per client, send the reminder, and log what arrives.
- Would answer routine client questions from your engagement letters and prior-year files, with the page shown.
- Would put a new-client call in front of a partner while the prospect is still deciding.
- LAW
Law firms: See the law firm plan
Intake is the whole business, and the same matter details get re-keyed into three systems after it.
- Would take the caller’s details and the matter type, then hand them to a person. It would not advise.
- Would run a new name against your client and matter list before intake goes further.
- Would find the clause in your own precedent bank and cite the document and page.
Every build behind these three, with the label it earned, is on one page. See the case studies.
Pick the one closest to your business. Then bring me a job.
30 minutes on your actual workflow beats an hour on mine. Tell me what your team repeats every week.