Example scenario · Professional services
Ashby Clarke Accountants
Leeds, UK · 26 people · 3 partners
An accountancy firm makes its processes, policies and templates answerable on demand, so juniors stop interrupting partners for how things are done here.
Before Verika
- →Juniors asked partners and managers how to bill, which template to use and what the process was.
- →The staff handbook and procedures existed, but answers were buried in long documents.
- →Client onboarding steps were followed slightly differently by different teams.
What they gave Verika
- →Client onboarding and anti-money-laundering procedures
- →Engagement letter templates and guidance
- →Time recording and billing policy
- →Staff handbook and HR policies
- →IT and data security policy
- →File naming and style guide
Setting up
- Day 1
The practice manager connects the firm's SharePoint policies library.
- Days 2–3
Partners answer suggested questions about client acceptance and billing.
- Day 4
All staff are invited; partners and the practice manager are experts.
- Ongoing
Policy updates in SharePoint flow through automatically.
What the team asks
“Which engagement letter template do I use for a new limited company?”
Trainee“How do I record non-billable time?”
Junior“A client wants us to start before the engagement letter is signed. Can we?”
Senior“How do we name client files?”
New starterWhen Verika doesn't know
“Can I work from abroad for two weeks?”
The handbook didn't cover it, so Verika said so and logged it. The practice manager answered once (only with written approval from your manager and IT, and not from restricted countries), and the answer is now in the knowledge base.
What changes
- →Partners spend less time answering process questions.
- →Policy answers quote the current document, with its name.
- →Client onboarding follows the same written steps across teams.
What to measure in your own trial
- →Process questions reaching partners each week
- →Gaps logged and answered
- →Onboarding checklist completion