Admin Support

Document Management (Admin Support): Document Management operations for Admin Support teams

Offer SMBs a managed document-intake service that combines AI classification and data extraction with human review, routing invoices, contracts, and forms into their existing storage systems.

  • • Admin Support teams see that document management requests sit in personal inboxes instead of one job record
  • • Admin Support teams see that document management notes never make it back into the shared task list
  • • Admin Support teams see that clients ask for document management status because there is no portal
virtual assistantadmin supportdata entryexecutive assistantdocument management

Vertical package

Ready to buy

€349/mo

Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.

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Recommended deliverables

  • Quick setupClient portal for matters, files, and invoices.€690Buy
  • Vertical solution€349Buy
  • Priority support€299Buy
  • Workflow designSOPs for intake, review, and delivery.€890Buy

How we deliver

  1. 1. Discover

    discover

  2. 2. Automation

    run

  3. 3. Tasks

    create

  4. 4. CRM

    create-contact

  5. 5. Notify

    send