Case study
4 min read
How one SDF firm cut WSP time by 80%
Managing 30 clients from a single console — and reclaiming submission season.
The starting point
A growing SDF firm managing 30 clients, each in its own spreadsheet, losing weeks every submission season to re-keying and reconciliation.
The change
By moving every client onto one console, the firm compiled WSPs from live data, validated as they went, and tracked all deadlines in one place.
- WSP turnaround: 3 weeks → 3 days
- One source of truth across 30 clients
- Submission season stress, gone