Configure your practice or project software for common engagements. Custom workflows help where bespoke scopes, approval trails and billing evidence cross different systems.
Connect the records you already use
CRM and engagement records
Document workspace and client approvals
Project milestones, time and accounting
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Can the system provide our professional advice?
The proposed scope organises information and carries out approved administrative steps. Advice and professional sign-off remain with your designated practitioners.
Can we start with one service line?
Yes. A repeatable engagement with clear inputs, approval rules and a completion definition is usually easier to validate than a practice-wide replacement.
What client inputs make a first implementation possible?
For one engagement type, bring a sanitised enquiry, scope template, milestone definitions and an example of an approval that went wrong. Identify where accepted documents and billing decisions live. This lets us separate a repeatable administrative handoff from work that still depends on professional judgement or a negotiated scope.
How would the workflow handle approval of an outdated attachment?
Link the approval request to a specific document version and engagement milestone. Compare an incoming approval with the version awaiting acceptance; flag a mismatch rather than progressing delivery or billing. Keep the original response and ask the engagement owner for the precise confirmation needed to continue.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
