Discovery · ~5 minutes

Tell us how your firm runs today.

We use this to skip the generic demo and show you the live system handling the part of your day that's actually broken. Wessie reads every one personally and replies within a working day.

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Which best describes your firm?

Insurance investigation / loss verification Audit firm (1–20 partners) Compliance practice (POPIA / FICA / B-BBEE) Legal firm Other professional-services firm

Your firm

Firm name

Where are you based?

How many people in the team?

How many active clients / files?

What you do, day to day

Walk us through the lifecycle of one engagement / case from intake to close. Where does it usually get stuck?

Tools you use right now

Email (Outlook / Gmail) Excel / Google Sheets WhatsApp / SMS for client comms Dropbox / OneDrive / Google Drive CaseWare / Probe (audit-specific) AJS / Caseline (legal-specific) A custom-built tool we made ourselves

Anything else?

The pain

What's the one thing that takes too long, or that you forget, or that drops between people?

If we could fix one thing for you in the first month, what would it be?

Decision & budget

Who decides whether your firm buys software?

Rough budget you'd consider?

When would you ideally have this running?

Anything else?

How should Wessie reach you?

He'll reply within one working day.

Your name *

Role at the firm

Email *

Phone (mobile)

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Tell us how your firm runs today.

Which best describes your firm?

Your firm

What you do, day to day

Tools you use right now

The pain

Decision & budget

Anything else?

How should Wessie reach you?

Your discovery is ready.