Client
PIC Searches (UK) — preparation of legal documents for real estate transactions
Challenge
No operational pipeline — chaotic task management. High order volume without transparent distribution. Each case requires data from ~10 different sources. Different processing rules by region and system. Manual email processing (~9,000 emails/month). Lengthy onboarding for new staff (~1 month)
Solution
Wizard-based process — step-by-step task execution with pause/resume capability. Centralized task distribution across team members. Admin panel with workload control, status visibility, and team performance metrics. Email integration — incoming mail processing and document extraction. PDF parsing with automatic data attachment to reports. Partial automation of external data source collection