Document requests
Request missing documents using checklists tailored to each procedure.
Sector-specific system
Automation designed for everyday work in advisory and administrative firms
We start with repetitive processes and leave professional decisions with your team.
Organised intake
Classify enquiries by area, client, urgency and deadline.
Appointments
Schedule meetings and gather context before booking.
New clients
Qualify self-employed professionals and businesses by the service they need.
Follow-up
Send reminders about submissions and next steps without manually chasing every reply.
Controlled access
Define which information each workflow can process and who receives each case file.
How it works
From the first enquiry to a clear next step
Each workflow has defined boundaries, owners and escalation rules.
1
Classify
Identify the tax, employment, accounting or administrative area.
2
Request
Request information and documents using an approved checklist.
3
Record
Create or update the opportunity or case file.
4
Notify
Notify the owner when a case is ready or needs review.
Diagnosismap your current process
Pilotone measurable workflow
Scaleonly after validation
Frequently asked questions
What NOVAIX automates and where people remain in control
Does the AI provide tax advice?
No. It organises the request and provides approved administrative information; professional judgement remains with the adviser.
Can it work with documents?
It can request, classify and record files in an authorised environment with access controls.
Can it integrate with a CRM?
Yes, where an API, webhook or compatible integration is available.
Other sectors
View all businessesExplore automation for other businesses
Each page adapts the solution to the sector's customers, calendars, data and decisions.
Which repetitive process is holding your team back?
We review your channels, workload, tools and boundaries to propose a practical first workflow.
Shall we make it work for your business?
Tell us how you work and what you want to improve. Together, we’ll define what to build, connect or automate.