Most firms bought the recognition tooling years ago, and it does what it promised: the easy majority of documents flows straight through. What fills the day now is everything around that majority. The remaining documents that need judgement, the weekly chase for missing receipts across every client, the period checks crammed into the days before a deadline, and a quality level that quietly varies with whoever happens to handle the administration. Meanwhile new clients keep knocking, and the honest answer is that the firm cannot staff them.
Nance is built to be that staffing. It works inside every client administration the way your best people would: checking and booking the documents recognition leaves behind, drafting and sending the per-client follow-up until the missing piece arrives, running the same period checks on every file and surfacing the exceptions as a worklist. A new client gets the firm's rules and discipline from day one. Your people review, advise and sign off. Nance does the layer underneath, identically, on every administration.
