Challenge:
A property management company was spending valuable time manually processing solicitor document requests during property sales and purchases. Although the process began with a form on their website, everything from tracking to payment to delivery relied on fragmented manual steps.

Solution:
We mapped the entire workflow—from form submission to document delivery—and identified opportunities to streamline and automate each stage. We rebuilt their process around a lightweight CRM in Airtable, integrating it directly with the company’s existing website forms.

Once a request was submitted, the system logged it in Airtable, automatically triggered background payment processing via Stripe, and created a clear workflow for the team to manage requests. When payment was confirmed, the system notified the team to prepare and release the relevant documentation, maintaining transparency and compliance throughout.

Impact:

• Turned a slow, manual workflow into a seamless automated process

• Enabled faster document turnaround and improved solicitor experience

• Reduced admin load on internal teams

• Delivered a scalable solution with minimal disruption to the existing setup