For professional services firms

Turn recurring client work into a plan each person can keep.

Onboarding, monthly cycles, reviews and deadlines come round again and again. Zaphiri turns that calendar of obligations into owned next actions and a working day each person can realistically keep.

Talk to us See the workflow
Where the work breaks today

Familiar? You are not alone.

Deadlines live in someone's head

Recurring obligations are tracked in spreadsheets and memory, so one absence puts them at risk.

Reviews bunch up at month end

Preparers finish late, reviewers get everything at once, and quality depends on stamina.

Capacity is invisible until it is too late

Partners find out the team is overloaded when a deadline is already in danger.

From shared work to a realistic day

One flow, from the team board to each person's day.

  1. Step 1:Recurring work as Team Projects

    Client onboarding and monthly or annual cycles start from repeatable templates.

  2. Step 2:Preparer and reviewer on every step

    Each task names who does it and who checks it, with the handover visible to both.

  3. Step 3:A day each person can keep

    Detailed review goes into Best Hours. Chasing and admin fill the lower-energy gaps.

  4. Step 4:Learn which work runs long

    Planned versus actual shows which client types take longer than the plan allowed.

Best Hours, in practice

Hard thinking goes where the energy is.

Calendar events land in Today as the non-negotiables. The work that needs real thinking is marked as deep work and comes first, then the rest of the tasks fit around it.

Get the free Best Hours worksheet
An associate, last week of the month
From your calendar
  • 09:30 Team stand-up Event
  • 14:00 Client call: Hartley & Co Event
Deep work first
  • Detailed review: Hartley & Co Deep work Peak
Then the rest, around it
  1. 1 Onboarding pack: new client Flow
  2. 2 Client emails and requests Recharge
  3. 3 Chase missing documents Recharge
Illustrative example. Client and event names are invented.
What fits today, and what needs discovery

Clear boundaries, before you commit.

Zaphiri is not a practice-management or document-management system. It sits beside them and coordinates who does what, and when.

Included in setup

Configure

Templates for onboarding and recurring cycles. Preparer and reviewer roles. Your firm's own terms.

Scoped separately

Connect

Calendars and sign-in. Practice-management and document systems are scoped in discovery, including which record is authoritative.

Assessed and quoted

Extend

Sector-specific access, retention and audit requirements are assessed with you before a pilot starts.

Operating and control

Zaphiri Cloud, or your own Zaphiri.

Teams can start today on a Team plan. When your organisation needs its own environment, we scope a private pilot with you, hosted in a region set out in your proposal, and your IT or operations lead can review sign-in, access, data handling and exit before anyone moves real work in.

Run the Control Check About private hosting
  • A private pilot if you need one. Your own environment and address, scoped with you before anything is agreed.
  • Roles you define. Who can see and change each Team Project is set per team.
  • Demonstrated, not promised. We show the controls in a working session before any pilot starts.
  • A clear exit. Export your work and leave on agreed terms.

Start with one service line.

Choose one team and one recurring workflow, such as monthly reporting or client onboarding. We agree the measure of success before you begin.

Talk to us All industries