Case study (representative example)
An accounting firm wins back time for advisory work
A six-person firm with many clients spent its days sorting documents and chasing the ones who did not send them. Here is how the day changed, with glarno preparing and the team approving.
The starting situation
The firm serves over a hundred clients, from companies to sole traders. Every day dozens of emails arrive with invoices, contracts and documents to file. Some write clearly, some attach a file without even saying what it is about.
Two people spent most of the morning reading email, working out which client it came from, renaming files and filing them in the right folder. When a client did not send documents before a deadline, the chaser went out late or not at all.
The result: little time for the real advisory work, the part clients pay for and value, and a few deadlines lived with a held breath.
What glarno did
glarno was connected to the firm's inbox. From there it began reading incoming email, working out the client and the job, and linking each document to the right place. When unsure, it asked before acting.
For deadlines, glarno checked who had sent documents and who had not, and drafted the chaser to the client. The firm read it, fixed a line if needed and tapped Approve. Nothing went out without a person's go-ahead.
Onboarding took a few days, on the firm's real case, without loading years of archives. They started from today's email and grew from there.
The result
After the first weeks, the firm saw a concrete change in the day. These numbers are an illustrative example of the kind of result.
about 9 hours
a week, won back from manual sorting
minus 60%
of documents filed in the wrong folder
0 deadlines
missed because a chaser went out too late
The two people who used to sort by hand now check and approve what glarno prepares. The freed-up time went back to advisory work, the part that creates value and keeps clients loyal.
Chasers go out in time, always with a person's control. The firm sees at a glance who is in order and who is missing, before the deadline, not after.
We used to spend the morning fixing files. Now we open glarno, check what it has already prepared and get back to our actual job. Partner at an accounting firm (representative example)