Automating the Admin Behind a Small Epsom Practice: Invoices, Chasing and Copying
The front desk gets the attention, but the back office is where the hours go. Invoices, late payers and retyping the same details.
To automate admin in a small Epsom business, start with invoices, chasing late payments and copying details between systems. Dean Keating, who owns this directory, builds these AI agents remotely from Horndean, Hampshire, starting with the task that helps most.
Admin nobody counts
Think of a small practice, the sort the directory lists under solicitors, three of them. The visible work is advice. Behind it sit invoices to raise, payments to chase, details typed into two systems and a weekly summary someone compiles on Friday afternoon.
None of it is difficult. All of it is time.
The four jobs most worth handing over
Invoices. Raising them straight after the work, with the right details.
Late payments. A polite, regular reminder, sent without anyone having to remember.
Copying details. Moving a client's information from an email or form into the system that needs it.
The weekly report. Enquiries received, work done, invoices outstanding, in one place.
What the agent does not decide
It does not decide who to chase firmly, whether to give a customer extra time or how to handle a dispute. Those stay with you. A good set-up sends the awkward cases to a person with the context attached.
Where it fits in the service
Dean Keating's website lists raising invoices, chasing late payments, copying details between systems and the weekly report among the jobs. He builds and installs them in the tools you already use, trains your staff and supports the set-up.
Starting small
He recommends beginning with one task. For admin that is often late-payment chasing, because the benefit is easy to see in the bank account. The free first call and audit confirm which job leads.
He is based in Horndean, Hampshire, and works remotely with Surrey businesses. No price list exists, and a cost is given after the call. He owns this directory, so compare other options, particularly for any regulated work where your own firm has to approve the wording.
Contact
Call or WhatsApp Dean Keating on 07418 627304, or email dean@deankeating.com. See the Dean Keating profile on Epsom.co. Websites: ai-agent.deankeating.com and deankeating.com.
About this guide
Epsom.co is published by Dean Keating, who also runs the service described here. He is based in Horndean, Hampshire, not in Epsom, and works with Epsom and Surrey businesses remotely. This guide recommends our own service, so compare it with other providers before you decide.
From the publisher of Epsom.co
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Free, no obligation. With Dean Keating, the publisher of Epsom.co. Based in Horndean, Hampshire; works with Epsom and Surrey businesses remotely.
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