See how firms like yours use Trovve

Real workflows. Real results. Some work out of the box. Some need a setup call. All of them stop you from babysitting.

Works out of the box

Start solving these on day one

No automation needed. Sign up, build your first project, and these workflows run inside Trovve from the start.

All service firms Self-serve

Open one screen instead of five

You check Outlook for emails, OneDrive for files, Teams for messages, and a spreadsheet for tasks. By the time you know what needs you today, an hour is gone.

Open My Day
See today’s tasks grouped by project and client
Next meeting shows at the top with one-click join
Personal follow-ups listed alongside project tasks
Start working — everything is in one place
My Day — Trovve
My Day Today Wednesday, Apr 1
Group by: Project
Harborview weekly sync in 12 min
Kellerman v. DynaCorp 2
Review deposition schedule urgent Due today
Submit Riverside permit drawings urgent Due today
Greenfield Industrial 1
Approve security audit scope high Due today
Follow-ups
Call James Kellerman re: deposition 2:00 PM
Check in with site super — Harborview 4:30 PM
Law Accounting Consulting Self-serve

New client? Project sets itself up

You win a new client. Now you need to create folders, assign tasks, send a welcome email, and request documents. Every time you start from scratch. Every time you forget something.

Select your "Client Onboarding" template
Link the client — Trovve pulls their details
Assign team roles — tasks auto-assign to the right people
SharePoint folders auto-create inside the client’s folder
Template files copied — welcome packet, engagement letter, questionnaire
Everyone’s My Day shows their onboarding tasks tomorrow
New Project wizard — Trovve
New Project Step 1 of 4

Select a template

Selected

Client Onboarding

28 tasks · 4 sections · 30d

Monthly Close

14 tasks · 4 sections · 15d

Audit Engagement

22 tasks · 5 sections · 45d

Due Diligence

18 tasks · 3 sections · 21d

Client Onboarding

Kickoff · Docs · Setup · Review — 28 tasks

Accounting Consulting Self-serve

Same workflow, different client, every month

Month-end close is the same 15 steps every month for every client. But you manage it in your head or a spreadsheet. Things get missed. Staff doesn’t know what’s next.

Build a "Monthly Close" template once — tasks, sections, deadlines, roles
Each month, start a new project from the template in seconds
Deadlines auto-calculate based on delay and duration settings
Tasks auto-assign to the right team member by role
AI health score shows which clients are falling behind — without asking
Templates & project health — Trovve

Monthly Close

14 tasks · 4 sections · 15d

Active engagements — March 2026

G

Greenfield LLC

Monthly Close · Mar

Healthy
K

Kellerman & Associates

Monthly Close · Mar

At Risk
S

SecureNet

Monthly Close · Mar

Watching
R

Riverside Dev Group

Monthly Close · Mar

Healthy
Start your first project free

No credit card required · Setup in 2 minutes

Requires setup

Workflows that run without you

These connect Trovve to your email, SharePoint, and business tools using Power Automate. We set them up for you.

Law Consulting All firms Requires setup

Client emails you. Trovve does the rest.

A potential client emails you. You forward it to your partner. It sits in their inbox. Two weeks later nobody followed up. The lead is dead.

Email arrives from new contact
AI reads the email — extracts name, company, what they need
Contact auto-created in Trovve (Type: Lead, Stage: New)
Follow-up task created: "Call [name] about [subject]"
Task appears in your My Day tomorrow morning
Complete the call — Trovve prompts the next follow-up
Lead converts → stage changes to "Won" → project auto-creates from template
Construction Trades Subcontractors Requires setup

Win a job. Project builds itself.

You win a job. Now you need to set up the project, create submittal tracking, assign the foreman, create SharePoint folders, track RFIs. And you need time sheets from the field.

Job status changes to "Won" in your SharePoint list
Project auto-creates from "Construction Job" template
Tasks created: mobilization, submittals, RFI tracking, safety plan, inspections
SharePoint folders auto-created: Submittals, RFIs, Daily Logs, Change Orders
Foreman, PM, and safety lead auto-assigned by role
Field crew tracks time on mobile — tap start, tap stop
Health score shows which jobs are falling behind
Accounting Law Requires setup Early access

Clients send you documents. Files land in the right folder.

You email the client asking for tax documents. They email back one PDF. You ask for three more. They send them to your assistant's personal email. Nobody knows what's been received.

Send client a Trovve intake form link — no login needed
Client uploads documents with a category (tax return, bank statement, receipt)
Each submission auto-creates a task for your team
Files route to the right SharePoint folder based on category
See all submissions in one place — received, pending, complete
No more "did you send the W-2?" email chains
All service firms Requires setup Early access

Every client request becomes a task. Automatically.

Client emails you a request. You think ‘I’ll handle that later.’ Three days pass. The client follows up. You scramble.

Client email arrives in your inbox
AI reads it — classifies as "Action Required"
Task auto-created: title from subject, notes from body, due date extracted
Auto-linked to the client and project (matched by sender email)
Attachments move to the project’s SharePoint folder
Task shows up in your My Day tomorrow morning

Let us set this up for you

We'll configure these workflows for your firm on a 30-minute call. You tell us how your team works. We build it.

Book a setup call

Or start with the self-serve features first → Start your first project free

Works inside Microsoft 365

Your first project takes 2 minutes.

AI sets up your tasks, files, and team. You just tell it what you do.

Start your first project free

Join 300+ service firms already using Trovve

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