Services
Four services. One standard.
Desk Review · Build · Desk · Mail Triage
Some offices know exactly what they need. Others know something is wrong but can’t name it yet. Our services can be hired on their own or in sequence, and the Introductory Call is where we work out which one fits.
Most clients start here
Desk Review
Before you add a person or change a process, find out what is actually wrong.
We map how the work flows through your office, from the moment it arrives until it’s done. We talk to your staff privately and follow real work from start to finish. Then we tell you, in writing, where it breaks.
The findings state plainly whether you are dealing with a process problem, a capacity problem, or a supervision problem. Those three need different answers, and offices often spend money on the wrong one.
The review is diagnosis only, with no obligation to act on it. If you move forward with CoreAssist within 90 days, the full fee is credited toward what you choose. If it turns out you don’t need us, the report is still yours.
Fixed scope
Build
Two offices in the same industry rarely work the same way. A template assumes they do, and it breaks the first busy week.
Most offices don’t have a procedure problem they can see. They have a way of working that lives in one person’s head. It works until that person is out, or leaves, and the next person inherits a desk that only ever made sense to someone else.
A Build fixes that. We design how the work should be done in your office, in the order it actually happens, write it down, and train your staff to follow it. One part of the office or the whole office. The Desk Review tells us which, before you sign.
Every procedure we write is yours to keep. For 30 days after delivery, we check that the new procedures are holding and adjust what isn’t.
Ongoing
Desk
A trained CoreAssist professional working remotely, 5 days a week, during your business hours. Selected for aptitude, comprehension, and analytical judgment. Trained to your office’s way of working before the first day. Supervised by CoreAssist for as long as the desk is active.
You don’t manage this professional. We do, and we’re accountable for the work.
| Desk | What it is | Coverage |
|---|---|---|
| Back Office | The production desk. Documents, data, records, filing, and calendar upkeep, prepared for your review. Serves your office or one principal. Off the phone entirely. | Half-day or full-day |
| Front Desk | Your front line. Calls answered in your name, scheduling, confirmations, messages routed to the right person, and light admin. | Full-day |
| Executive Desk | One professional supporting one principal. Calendar and scheduling, inbox management (sorting, flagging, and drafting replies for your approval), travel, meetings, and follow-ups. Business, personal, or both. | Half-day or full-day |
Every desk includes:
- A written guide to how your office already works, built by us during setup and kept current as your office changes. If your workflow needs redesigning, that’s a Build.
- Training to that guide before the first day
- Regular quality checks on the work by CoreAssist
- A named professional, with planned leave covered
- A replacement at any time, for any reason, with no new setup fee
- A written report every month
A one-time setup fee per desk covers the guide and the training. If you’ve had a Desk Review, your fee is credited toward it.
Add-on
Mail Triage
In a busy office, mail comes in one place and goes out to several desks. Then it sits. A bill, a notice, a letter that needed an answer last week.
Mail Triage is for that. Your office scans the day’s mail to us, or it arrives electronically. Every weekday, a CoreAssist professional reviews it remotely and flags what needs attention: what it is, who needs it, and by when. Anything urgent gets a phone call.
We don’t open your mail and we don’t answer it. We make sure the right person sees it in time.
Not every office fits a menu
If what you need isn’t listed here, the Introductory Call is where we work it out.
Which one do I need?
That’s what the call and the review are for.
A free call tells you which service fits. A paid review gives you a written answer when the picture isn’t clear, and the fee comes back to you the moment you act on it.
Our professionals work to your instructions. They don’t make decisions that are yours to make, and they don’t act in any role that requires a professional license.
CoreAssist provides operational and administrative support. We do not provide legal, tax, or financial advice.