01
Document and case preparation
Turn incoming files into a cited workup your team can review.
- Capture files and emails
- Extract required fields
- Check against your rules
- Flag missing evidence
- Route exceptions for review
- Log every action
Business automation agency in London
Automate the work
around the work.
We build custom workflows that capture incoming work, validate information, update your systems, route tasks, generate outputs and notify people when review is needed.
01Requirements mapped
02Baseline agreed
03Delivery scoped
04Value measured
Where the value sits
The expert decision may be fast. Preparing it usually is not.
Teams lose capacity reading inputs, checking details, moving information between tools and chasing the next action.
We automate that preparation layer while keeping a named person in control of decisions, exceptions and anything that leaves the business.
What LOX builds
A defined workflow with visible inputs, actions and safeguards.
We start with one repeated process that already has an owner, real volume and a clear cost when it is slow or inconsistent.
02
Lead and client intake
Move a new enquiry into the right system and the right hands without repetitive admin.
- Capture the enquiry
- Validate the details
- Create or update the CRM
- Assign the owner
- Draft the next response
- Notify the team
03
Operational handoffs
Keep statuses, tasks and records synchronised as work moves between people and tools.
- Watch for a trigger
- Apply business rules
- Update connected systems
- Generate documents or tasks
- Escalate failed runs
- Maintain an audit trail
Measured in live work
50% less preparation time across 600+ live files.
Measured on a regulated document-verification workflow. The implementation remains in active monthly use. A new project gets its own baseline and success measure before we build.
CheckStatusEvidence returned
Required agreement Found
Signed file located and cited for review
Invoice and order value Review
Difference identified with supporting change record
Proof of delivery Missing
Evidence request prepared for the case owner
Duplicate payment Clear
No matching payment found in the agreed lookback period
01Every conclusion points back to the evidence your team needs to check.
02Missing or conflicting information becomes a review item, not a hidden guess.
03The process owner keeps the final decision and a manual route remains available.
Related custom products
LOX also builds the interfaces people use around automated work.
These are product examples, not claims that every automation needs a new app. Most projects should work through the tools your team already uses.
Lexport AI
SpeakFlo
Scope. Test. Scale.
Prove the solution before a wider commitment.
We scope the problem and requirements, then tailor a solution around the way your business actually works. Pricing reflects the delivery complexity, risk and measurable value the automation is expected to add.
Delivery model Pilot A contained solution tested against agreed success measures
- 01
Scope the operational problem, including decisions, exceptions and handoffs
- 02
Document functional, data, security and access requirements
- 03
Review the systems, integrations and representative cases involved
- 04
Measure current volume, handling time, delays and avoidable errors
- 05
Tailor a solution and define the success measures used to test it
- 06
Agree a contained pilot, safeguards and ownership model
- 07
Run the pilot and review the evidence before any wider commitment
What you receive A scoped solution, contained pilot and evidence for the rollout decision
Your team can test the solution in real work without committing to a full implementation. A wider rollout only proceeds when the pilot result supports it.
Scope your workflowA useful first workflow
Repeated often. Painful enough. Clear enough to measure.
Strong project signals
- A named person owns the current process.
- The same steps happen every week.
- Inputs and outcomes can be reviewed.
- Delays, errors or handoffs have a visible cost.
- The team can provide representative test cases.
Not ready for automation
- The process changes every time it runs.
- No one owns decisions or exceptions.
- The problem is only a vague request to "add AI".
- There is no access to systems or test data.
- A core platform replacement is required first.
Before we scope
Practical questions.
Do we need AI in every step?
No. We use normal automation for deterministic steps and AI only where the workflow needs to interpret unstructured text, documents or conversations. Reliability matters more than adding AI everywhere.
Will we need to replace our current tools?
Usually not. We first assess the workflow, systems and available integrations. The recommended scope will show what can stay, what needs connecting and whether any core system is genuinely blocking the result.
What happens when the automation is uncertain or fails?
We define human approval points, a manual fallback, failure notifications and activity logs. The process owner can see what happened and take over when a case falls outside the agreed rules.
Are software and API fees included?
No. Third-party software, API and usage fees are separate. Nothing is purchased without your approval.
How is the project scope agreed?
We map the requirements, establish the current operational baseline and identify the measurable value of improving it. We then tailor the solution, price the proposed work against its complexity and value, and agree a contained pilot before any wider commitment.
Tell us where work gets stuck
What should your team stop doing manually?
You do not need a finished brief. Share the process, frequency, impact and tools involved. We will review the opportunity and reply with the right scoping questions.
pobor@loxdigital.comReplies within one business day.