How CoppingJoyce Automated Repetitive Document Management

Client
CoppingJoyce
Date
Deliverable
Document Automation Platform
Systems Integration
Data Analysis
Full Stack Development

Paper Mountains in Real Estate

I love it when century-old businesses embrace change. Walking into CoppingJoyce's office, you feel the weight of their 125-year history in real estate. Beautiful wooden panels line the walls, and vintage property maps hang in gilded frames. But something wasn't working quite right in this otherwise perfect picture.

Where Tradition Met Technology

We sat down with Lisa, their operations director, who smiled as she gestured to a room full of filing cabinets. "These cabinets tell our story," she said. "Each drawer represents thousands of hours our team has spent pushing paper."

CoppingJoyce isn't just any real estate firm. Since 1898, they've been the go-to advisors for everything from healthcare properties to affordable housing across the UK. But their dedication to quality service came with a hidden cost – their team was spending countless hours on paperwork instead of people work.

Finding the Flow

"Show me how you work," I asked their team. For three days, we watched, learned, and mapped out every step of their process. Their secretaries weren't just doing data entry – they were performing a complex dance of document generation, signature collection, and data management.

Here's what we discovered: In the time it took to handle paperwork for one valuation, they could have been helping three more clients. That hit home for everyone.

Building Better Together

I pulled out my laptop and showed them a quick prototype. "What if we could cut this 45-minute process down to 15?" Their eyes lit up. Working side by side with their team, we crafted a solution that felt as natural as breathing:

  • Data flows smoothly between systems (no more copy-paste marathon)
  • Documents practically write themselves
  • Signatures zip back and forth digitally
  • Client information lives in one happy home

The Magic Under the Hood

Ever tried to pick the perfect ingredients for a recipe? That's how we chose our tech stack:

  • Bitrix became our data powerhouse
  • Make orchestrated our workflows like a symphony
  • Python tied everything together with custom code
  • Office365 kept things familiar and friendly

Numbers That Make Us Smile

The best part of my job? Getting messages like this one from Lisa: "We just completed a valuation in record time. Our team can't believe how much easier this is."

Real numbers tell the real story:

  • Every client interaction now saves 30 precious minutes
  • Paper pushing? Gone
  • Document creation? Instant
  • Signature collection? Lightning fast

Looking Ahead Together

You know what makes me proud? Seeing a 125-year-old business move faster than ever while keeping their soul intact. It's like watching a vintage Rolls Royce get a Tesla engine – all the class with modern power.

Think your team might be spending too much time pushing paper instead of pushing boundaries? Let's grab coffee and talk about it. After all, your team's time is too valuable to waste on tasks a computer could handle.

Got a nagging process that's slowing down your rockstar team? I'd love to hear about it. Sometimes the best solutions start with a simple conversation.

Seen enough? Awesome, let’s talk

To get the best results for your business, we need to understand you better first and make sure we click. Feel free to book a friendly chat or flick us an email.

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