Where the idea came from
When we started Portcroft, we wanted to get three things right. Whatever we tell a client has to be accurate. It has to be timely, because a supplier in trouble or a duty change is worth knowing about this week, not next month. And we wanted our time to go to clients, sitting across a table, rather than to reading, writing and reporting.
You cannot do all of that by hand in a small firm. So in August 2026 we built something to carry the routine part, and kept a person at every point where judgement is needed.
It took three weeks to build and a few minutes a day to run. The time it gives back, we spend with clients.