Custom CRM & End-to-End Admin Support for a Therapy Practice
About the business
How we helped
With every week packed full of manual diary management, appointment reminders, and endless emails, Bonita and Claire were working seven days a week just to keep on top of things.
Mistakes and inefficiencies were creeping in, and the pressure was taking its toll—not just on their time, but on their well-being and client relationships.
They wanted a solution that would take care of the admin, simplify their processes, and give them back the freedom to focus on what they do best.
We started by listening closely to Bonita and Claire’s needs and exploring a range of options together. It became clear that a custom CRM, tailored to the unique flow of their practice, would make the biggest difference.
We designed and built a bespoke CRM system to automate client bookings, rescheduling, and diary management, while also enabling clients to manage their own appointments online. Automated reminders, daily checks, and a complete handover of correspondence meant nothing slipped through the cracks.
But we didn’t stop there. We took on their VAT and bookkeeping for another business, provided ongoing responsive support (always just a quick call or email away), and made sure every process was as smooth and stress-free as possible.
By combining smart systems with a genuinely hands-on, personal approach, we helped Bonita and Claire reclaim their time, regain control, and enjoy running their practice again.
What we did
- Custom CRM & Automation: Designed and implemented a tailored CRM to automate bookings, reminders, and diary management.
- Seamless Communication: Took over all correspondence, ensuring prompt responses and no missed messages.
- Ongoing Support: Provided daily operational checks and always-available support, both by phone and email.
- Financial Management: Assumed responsibility for VAT and bookkeeping for their other business.
- Personal Touch: Delivered reliable, friendly support, building a partnership based on trust and responsiveness.
Where we are now
Bonita and Claire now save over three hours each week on manual admin, with fewer mistakes and a dramatically reduced risk of burnout. Their clients enjoy a smoother, more flexible booking experience, and the practice runs more efficiently than ever.
With more time and headspace, Bonita and Claire can focus on their clients, their business growth, and their own well-being—knowing they have a trusted team supporting them every step of the way.
In the client’s words
“Outstanding. Game-changing. Worth every penny.
We cannot recommend The Paperwork Team highly enough. They built a completely custom CRM to manage my hectic diary for therapy clients, and it has transformed the way we run our business. All our client bookings are now automated, and our clients love the freedom to book or reschedule their own appointments. The team handles every single piece of correspondence, checks things daily, and ensures everything runs like clockwork.
Before this, I was spending over 3 hours every week manually managing appointments and sending out reminders. Now? I’ve got that time back — and as any business owner knows, time is gold.
They’ve also taken over our VAT and bookkeeping for our other business, and honestly, they know more than our accountant does! They’re lightning-fast, incredibly knowledgeable, and nothing is ever too much trouble. If they don’t know something, they find out — fast.
What we especially love is the human touch. I can pick up the phone and speak to someone from the team. My emails are answered almost immediately. They’re reliable, responsive, and just so easy to work with.
We’ll be handing over even more admin tasks to them soon, because frankly — they’re more efficient than we are! And as a result, I’ve made fewer mistakes and avoided the burnout that comes from trying to juggle it all.
Thank you so much from both of us. You’ve made a real difference to our business — and our lives.”