Platform

The STUFIN platform

Client follow-up, files and workflows in one place, connected to your email and calendar.

What the platform does

Everything about your clients and files together

STUFIN doesn't replace all your software. It's the central place for your clients, files and tasks, connected to what you already use.

Client follow-up

All client details, contact moments and follow-up actions together. You see at a glance who's waiting for what.

File management

Every file with its status, documents and deadlines. The documents stay in your own storage, such as Google Drive; STUFIN shows them with the right file. Nothing gets lost between folders and emails anymore.

Workflows and team planning

Tasks, kanban boards and planning for your team, set up the way you already work.

Connected to your email and calendar

Works with Outlook / Microsoft 365 and Gmail / Google Calendar. Emails and appointments automatically end up in the right file. You keep working in the tools you know.

Set up for your firm

We start from how you work today and set up the platform around it. No off-the-shelf package you have to adapt your way of working to.

Approach

How it works

From a first conversation to a team that uses it every day. Curious who guides you through it? Read more about STUFIN.

  1. 01

    Introduction

    Together we look at where time is being lost.

  2. 02

    Setup

    The platform is configured for your clients, files and processes.

  3. 03

    Connection

    Your email and calendar are connected.

  4. 04

    In use

    Your team gets started, and we fine-tune where needed.

Next step

Curious what the platform would look like for your firm?

In a free 30-minute call, we look at how you work today.

Book a free call