At In a BIT Tech, we empower businesses with intelligent automation.
By leveraging Robotic Process Automation (RPA) and custom workflows, we help businesses eliminate inefficiencies, reduce costs, and focus on what truly drives growth and success.
Our RPA (Robotic Process Automation) solution is designed to automate repetitive, rules-based tasks across your business. It helps free up your team to focus on higher-value work that requires human input, creativity, or judgment. Built using the powerful Toca platform, the robot can interact with emails, documents, websites, databases, and internal systems, all without requiring complex coding or expensive integrations.
Whether it’s processing incoming documents, updating records in your case management or CRM system, or syncing data across platforms, our robot handles it with speed, accuracy, and complete auditability. It’s perfect for law firms managing thousands of inbound case updates, finance teams dealing with invoice reconciliation, customer service operations needing consistent responses, and claims departments processing structured data at volume.
By automating the manual processes that drain time and introduce risk, the robot not only increases operational efficiency but also improves consistency and compliance. Tasks that used to take hours can now be completed in seconds, without delays or human error. Staff can be redeployed to more meaningful work, and turnaround times for clients or stakeholders are reduced significantly. The result is a smarter, leaner operation with real-time visibility of what’s happening, and when.
We combine flexibility, scalability, and smart automation in a solution that’s easy to deploy and tailor to your exact needs. You don’t need a full-time developer to maintain it, and it grows with you as your processes evolve.
Is a new bulk email processing tool. It’s designed specifically to help case management teams manage high volumes of inbound emails more efficiently.
The tool connects directly to your mailbox using Microsoft’s Graph API and automatically reads incoming emails. It intelligently searches each email for a case management reference number and stores the email on the correct case file. This ensures accurate and timely record-keeping with minimal manual intervention.
Lawyers and case handlers often receive hundreds of emails each week that are purely informational. These include updates from third parties, correspondence from clients, or evidence submissions. While they don’t require a response, they do need to be securely stored on the file. This tool handles that burden automatically, helping teams stay compliant and organised without the need to manually tag and save each item.
It can also process invoices received by email, reading attachments or content from the body and linking them to the correct matter. This not only ensures the invoice is stored in the right place but also lays the foundation for automating approval and payment workflows in the future.
The tool is also capable of reading and processing email attachments, such as medical reports, engineer’s assessments, or other key documents. Using intelligent document extraction, it can pull out relevant data and prepare it for use in your systems or workflows. For example, details from a medical report can be extracted and passed directly to a case handler or litigation team, saving time and reducing errors from manual data entry.
Looking ahead, we’re building in AI capabilities to take this even further. These include reading and extracting key details from the body of each email, sentiment analysis to flag urgent or sensitive messages, and even sending holding replies to acknowledge receipt. This keeps clients and partners informed while reducing administrative pressure on your team.
In a BIT Connect is a smart client engagement tool designed for businesses that rely on strong, ongoing client relationships. Whether you’re an Independent Financial Advisor, accountant, lawyer, or service provider, it helps you gather information, stay compliant, and deepen customer engagement with ease.
You can upload a CSV or enter clients manually. The system then contacts each client through WhatsApp or email. WhatsApp initiates a conversational Q&A experience, while email links the client to a secure online form. Once responses are submitted, the system generates a branded PDF summarising the information, which is sent back to the client for e-signature. Every step is fully tracked, and final documents can be downloaded or automatically emailed to the business for record-keeping.
In a BIT Connect doesn’t just automate admin. It helps uncover commercial opportunities too. By analysing the collected data, businesses can identify gaps or prompts for upselling additional services or financial products. Whether it’s flagging missing insurance coverage, prompting a tax consultation, or identifying overdue legal reviews, the tool actively supports growth.
Everything is managed in a secure, intuitive environment that reduces manual effort and improves the client experience. It’s client communication, reimagined for efficiency, insight, and results.
In a BIT Sign is an electronic signature solution built for speed, simplicity, and security. It allows any business, whether you’re a law firm, accountant, financial advisor, or other professional service provider, to send, track, and store signed documents without printing, scanning, or chasing paperwork.
You can upload any document and send it to one or multiple recipients for signature. Clients receive a secure link via email, WhatsApp, or SMS, where they can review the document and add their digital signature in just a few clicks. Every signature is legally binding and fully audit-tracked, including timestamps, device metadata, and user identity verification.
The experience is smooth and efficient for both the sender and the signer. You can use branded templates, automate reminders, and receive instant updates when documents are opened or signed. Once completed, the signed file is instantly available for download or can be emailed to all relevant parties.
Whether you’re collecting engagement letters, contracts, agreements, or compliance documents, In a BIT Sign helps you do it faster, more securely, and with far less manual effort. It integrates easily with your existing processes or can operate as a simple standalone tool.
In a BIT Comply is a complete digital onboarding tool built for law firms, accountants, and other regulated service providers. It brings together everything you need to onboard new clients quickly and compliantly, all in one simple platform.
Clients receive a secure link by email, WhatsApp, or SMS where they can complete their onboarding journey online. The process includes capturing personal or business details, running identity verification checks, screening for PEPs (politically exposed persons) and sanctions, and collecting e-signed engagement documents. Each step is automated, tracked, and designed to meet your compliance obligations with minimal manual input.
In a BIT Comply uses bank-grade security and intuitive workflows to deliver a professional and seamless experience for your clients. Documents are signed using In a BIT Sign, identity is verified through industry-leading digital ID services, and compliance checks run in the background in real time. All interactions are recorded in a full audit trail, and completed files can be downloaded or automatically shared with your internal systems.
This tool saves time, reduces risk, and helps you onboard clients faster without compromising on compliance. It’s ideal for firms that want to modernise their processes and give clients a simple, secure way to get started.
Case Studies
We believe the best way to show the value of our technology is through real-world results.
Our case studies highlight how we’ve helped businesses streamline processes, reduce costs, and unlock new efficiencies through intelligent automation.
Each example demonstrates our practical approach, collaborative style, and commitment to delivering measurable outcomes.
In a BIT Bot
Conveyancing Business
A busy conveyancing firm was spending hours manually re-keying data, creating tasks, and updating spreadsheets for reports -processes that were error-prone and time-consuming.
After implementing In a BIT Bot, administrators no longer needed to shuttle between systems: the bot automatically captured data, generated necessary tasks, and updated reports.
This saved the team considerable time and significantly reduced human error, freeing them to focus on higher-value client work. This automation reduced manual processing by 8 hours per week per administrator.
In a BIT Mail
Large Multi Discipline Law Firm
The firm was struggling with manual processes around incoming emails – staff had to read each message, decide its urgency, assign tasks, and move attachments into case files or spreadsheets for reporting.
After adopting In a BIT Mail Flow, incoming emails are instantly routed to the right case, tasks are auto-assigned based on pre-set rules, attachments are organised correctly, and high-priority items surface instantly.
This automation can reduce manual email triage, task delegation, and document handling by approximately 5-10 hours per week per administrator.
In a BIT Connect
Accountancy and IFA Practice
An IFA practice was bogged down by manual client reviews – emails, spreadsheets, and back-and-forth messaging made gathering essential client information tedious and time-consuming.
After implementing In a BIT Connect, the firm could send client outreach via WhatsApp or email, automatically guide them through a branded Q&A or form, compile responses into e-signable PDFs, and store everything securely -all without lifting a finger.
This seamless workflow replaced hours of manual follow-ups, document generation, and data entry, freeing advisers to focus on delivering trusted financial advice and spotting new opportunities.
I’ve worked with In a BIT on several projects and their approach, knowledge of the legal sector and relationships with trusted vendors has ensured that everything has always been delivered to an exceptionally high standard and on time.”
In a BIT’s product and development knowledge is first class
Annexo Group Plc / Bond Turner