How to stop retyping paperwork that already arrived in writing

Turn emailed work orders into jobs automatically

Emailed PDF work orders scanned straight into pre-filled job cards — contact, work required, PO number — instead of an hour of data entry every morning.

ServiceM8 Inbox·$0 — included (Growing plan)

Turn emailed work orders into job cards automatically

Real estate agents and builders email PDF work orders all day. Inbox scans the PDF and pre-fills the job card with contact, work required and purchase order number, instead of someone retyping it.

ServiceM8 (Growing plan)·$0 — included (Growing plan)·Setup guide ↗

Stop typing supplier invoices

Supplier bills captured and coded automatically into the books — the back-office evening nobody counts as a cost.

Retail & Ecommerce · Restaurants

Xero + Hubdoc·$0 — Hubdoc included in Xero

Send sales straight into your accounting software

POS sales, payouts and fees flowing into the accounting system instead of being keyed from a Z-report — the weekly hour that scales badly with a second register.

POS + Xero integration·$0 — included

Scan bills instead of typing them in

Supplier and utility bills scanned by barcode or QR and allocated to the right property and supplier automatically — the AI feature already in the platform that most offices key by hand anyway.

PropertyMe bill scanning·$0 — included

Process invoices and bank records in bulk

Bulk invoice processing with online approvals, and automated bank reconciliation across trust accounts — the two daily jobs that scale worst with portfolio growth.

Your strata platform's accounting·$0 — included

File client emails automatically

Outlook capture puts client correspondence and attachments against the right record automatically — the compliance chore that consumes an admin day per week done as a by-product of reading mail.

Officetech email capture·$0 — included

File Outlook emails to the client automatically

Client emails and attachments saved into the right client file automatically via conversation matching — the audit trail that otherwise depends on every staff member filing every email correctly, forever.

JAVLN Officetech·$0 — included·Setup guide ↗

Keep the audit records automatically

Renewal and expiry tracking tied to documented consent, with exportable audit history and 7-year retention — producing a complete evidence trail in minutes when an audit or dispute asks for it.

JAVLN Officetech·$0 — included·Setup guide ↗

File every email to the right case automatically

Matter-linked email means the whole file — correspondence, attachments, history — is searchable by anyone on the matter, and the departed paralegal's inbox stops being a discovery problem.

Your platform's email integration·$0 — included

File email attachments automatically

Client-sent statements and receipts land against the right job the moment they arrive — the lost-attachment hunt through three inboxes, retired.

Karbon email triage·$0 — included

Chase missing documents automatically

Client tasks with auto-reminders until complete, and an alert the moment the documents land — the follow-up emails your team sends by hand, retired.

Karbon client tasks·$0 — included

Remind clients automatically until their documents arrive

Outstanding document requests chased automatically — seven days before due, on the due date, then daily while overdue, capped at five per task, with gentle or urgent tone presets. The single biggest capacity leak in a firm, handled by settings.

Karbon·$0 — included·Setup guide ↗

Collect client documents through a portal, not email

Uploads, e-signatures and task completion in one branded place with no passwords for simple requests — fewer 'I emailed it to someone' hunts, faster closes.

Karbon client portal·$0 — included