Aero Workflow + Malcolm! Integration

You are managing client administrative tasks and tracking billable hours in Aero Workflow, but completed client submissions remain trapped in Malcolm! until someone manually copies them over — this integration means every new submission instantly creates a structured task and keeps your workflow fully up to date.

You need to act fast on incoming client financial data and paperwork, but delayed notifications leave you scrambling to catch up before deadlines — automating both apps means every completed form immediately establishes new contacts and companies without manual delays.

You answer to firm partners who want to see real-time task progress and client intake metrics, but fragmented records obscure the actual pipeline — integrating these apps means client submissions translate into clear administrative history across your entire practice.

The seasonal volume of client document collection is too high for anyone to keep up by hand, leading to missed notes and misplaced details — automating both apps means every form submission populates secure vault entries and tasks automatically.

You own the client setup step and depend on upstream digital intake forms to hand over accurate employee data, but manual transcribing causes errors — with this integration, client details flow directly from self-service forms into your administrative tasks.

You need a reliable audit history of client interactions and intake choices, but manual entry leaves recurring gaps in your records — this integration means every completed workflow generates complete notes and company entries for consistent reporting.