MotionFlow answers every call in seconds — qualifying the enquiry, booking the discovery call and chasing the documents — so your team spends January on returns, not on the phone.
Practice operations
MotionFlow · Front-office view
Enquiries captured
today
Discovery calls booked
today
Documents chased
today
Deadlines
Document requests
- Bank statementsHartley Joinery LtdRequested
- P60 & pension summaryR. OkaforRequested
- Q2 receiptsThe Corner BakehouseRequested
08:58 · Call answered — new business enquiry
Where practices lose money without noticing
Not dramatic failures — quiet leaks. Missed calls, stalled onboarding and partner hours burned on chasing.
The January cliff
Self Assessment season multiplies inbound calls exactly when your team is buried in returns. Voicemail doesn’t scale — and neither does asking seniors to play receptionist.
Missed enquiries become someone else’s fees
A switching business is years of recurring fees. If the call rings out, the director simply dials the next practice on the list — and signs there instead.
Partner hours spent chasing PDFs
Your most expensive time goes on “just following up” emails for bank statements and signatures. Chargeable hours doing unchargeable work.
Onboarding stalls at the engagement letter
Unsigned letters, lagging ID checks, missing bank details. Every stalled week pushes the first invoice further away.
The records arrive late — again
Documents trickle in through December, deadlines compress, and the practice absorbs the stress. The cost shows up in overtime and error risk.
A front office that runs like a well-kept ledger
Answering, qualifying, booking, chasing and logging — engineered as one system, fitted to your practice.
Every call answered in seconds
New enquiries, existing clients, deadline-week panic — answered around the clock, qualified properly and routed by your rules. The overflow that used to hit voicemail now hits the diary.
Polite, persistent document chasing
Scheduled nudges by SMS and email until the records arrive — tracked per client, escalated to your team only when a human genuinely needs to step in.
Discovery calls booked, not promised
Qualified enquiries land straight in the right partner’s diary, with confirmations and reminders sent automatically.
Onboarding on rails
Engagement letter, ID verification, bank details, software access — sequenced and chased automatically from the moment a client says yes.
Deadline reminders clients act on
Self Assessment, VAT and Companies House reminders framed around what the client needs to send you — and when.
Your systems, always current
Every call logged and summarised, every chase timestamped, your CRM and practice workflow updated without anyone retyping a thing.
MotionFlow handles enquiries, bookings, onboarding admin, reminders and document chasing. It never gives tax, accounting, financial or legal advice — regulated work stays with your qualified team.
The onboarding chase, automated
Engagement letter, ID checks, bank details, software access — sequenced, nudged and logged without a partner sending a single “just checking in” email.
Four steps. Zero partner chase-ups.
- Engagement letter sentE-signature requested—
- ID verification nudgeGentle reminder · SMS + email—
- Bank details receivedSecure form completed—
- Bookkeeping access grantedClient connected to your stack—
System nudging politely — no human required
Built for the calls accountants actually get
Five scenarios your phone line already knows — handled without pulling anyone off client work.
Self Assessment season triples the ringing without tripling your team. Every overflow call is answered in seconds, qualified, and either booked, resolved or routed — no voicemail queue on 30 January.
- Answers calls in parallel — no engaged tone
- Deadline-week triage: existing client vs new enquiry
- Urgent matters flagged to partners immediately
- Every call summarised for the morning review
What changes when the phone answers itself
No projections, no promised percentages — these are properties of the system.
From first ring to records received
One enquiry, end to end — handled without a partner touching the phone.
Answered & qualified
A new enquiry is answered in seconds. Business type, services needed and urgency captured in one structured conversation.
Qualified ✓Discovery call booked
A slot in the right partner’s diary, confirmed by SMS and email, with reminders so it actually happens.
In the diaryOnboarding starts itself
Engagement letter out for signature, ID verification requested, bank details collected via secure form.
Letter sentChased, logged, visible
Documents nudged until received. Every call and every chase timestamped in your CRM for the whole practice to see.
CRM updated ✓From first call to live system
A measured rollout, mapped around your deadline calendar — not a big-bang IT project.
Map
We map how enquiries, onboarding and document requests move through your practice today — and where January breaks them.
Build
We configure your AI receptionist and chase sequences around your services, diary, tone and the practice tools you already run.
Launch
We go live together, monitored from day one, with every call, booking and chase logged and visible to your team.
Tune
We refine qualification, reminder cadence and routing as real enquiries flow — ready before the next deadline run.
What practices ask before they switch it on
Straight answers — including the ones about advice, data and January.
Callers get a natural, professionally scripted conversation in your practice’s tone. We don’t pretend it’s a person — and callers rarely mind, because they’re answered in seconds instead of reaching voicemail. Anyone who asks for a human is routed straight to your team or booked for a callback.
Put January on the system, not on your team
A 30-minute mapping call: we trace where enquiries, onboarding and document chasing leak time from your practice — and show you exactly what the system would do about it.
- A 30-minute mapping call, not a sales pitch
- See the live dashboard and chase sequences in action
- Clear proposal with scope and pricing before you commit