Solutions

What we deliver.

The concrete workflows we build inside your foundation — the specific things your team runs day to day. Each is configured to how you actually work.

Lead capture & source attribution

Every enquiry in one place, tagged to the campaign that produced it — so you know what actually works.

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Data migration & deduplication

Move off spreadsheets and legacy systems into one clean, deduplicated source of truth.

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Case & matter management

Run matters end to end — from intake to notes to billing — in one structured, trackable model.

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Invoicing & e-invoicing

From timesheet or won deal to a compliant invoice — without re-typing anything.

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Expenses, VAT & receivables

Expenses captured, VAT handled, and receivables you can actually see — closed off cleanly each period.

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Attendance, leave & payroll

Leave, attendance and payroll on one record — self-served by staff, clean for finance.

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Leave-cover automation

When someone goes on leave, their work is reassigned automatically — and handed back when they return.

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KYC, AML & compliance screening

Onboarding and screening built into your CRM — owners and directors checked, results on the record.

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Document collection & e-signature

Collect the documents you need and get agreements signed — tracked, verified, on the record.

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Approvals & workflow automation

The routine handoffs and sign-offs — running automatically, with deadlines instead of inbox chasing.

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Dashboards & analytics

The numbers that matter, live on screen — pipeline, cashflow, utilisation — instead of a weekly spreadsheet.

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AI proposal & tender assist

Summarise tenders, draft against requirements, and reuse everything you’ve submitted before.

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Your next step

One call. A clear plan. No pitch deck.

Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.

connect@1base.io