Your Expertise Is What Clients Pay For — Not Your Admin Work
Accountants, lawyers, consultants, and advisors spend 30-50% of their time on work that isn't billable — intake forms, follow-up emails, document preparation, scheduling, and internal reporting. AI workflows give your team those hours back so they can focus on the work clients actually value.
Get in TouchWhere Professional Services Firms Lose Time
Client Intake Is Manual and Inconsistent
New client onboarding involves collecting documents, sending engagement letters, setting up in your practice management system, and coordinating across team members. It's different every time and things get missed.
Follow-Up Falls Through the Cracks
Proposals go unsent. Client check-ins get skipped. Renewal conversations happen late. Your team knows they should follow up — but billable work always takes priority over business development.
Your Team Spends Hours on Document Work
Reviewing contracts, preparing reports, compiling audit workpapers, formatting deliverables. The substance takes 30 minutes. The formatting, assembly, and cross-referencing takes 3 hours.
Workflows We Build
Automated Client Intake & Onboarding
Document collection, engagement letter generation, system setup, and team assignment triggered automatically when a new client is signed.
Meeting Intelligence & Follow-Up
AI captures meeting notes, extracts action items, drafts follow-up emails, and creates tasks in your PM system — so nothing falls through the cracks after a client call.
Document Drafting & Assembly
Generate first drafts of proposals, reports, engagement letters, and client deliverables from templates and client data. Your team reviews and refines instead of starting from scratch.
Client Communication Sequences
Automated check-ins, renewal reminders, deadline notifications, and seasonal outreach (tax season, audit season, regulatory deadlines) that run without manual effort.
Time & Billing Optimization
Capture billable time more accurately by monitoring workflow activity, flagging unbilled work, and generating draft invoices from project data.
The Impact
Why Professional Services Firms Work With Us
Your Practice, Your Tools
We integrate with the practice management, accounting, and CRM tools you already use — not replace them. Your team keeps their workflow; the manual parts just disappear.
We Understand Confidentiality
Professional services firms handle sensitive client data. Every workflow we build includes encryption, access controls, and audit trails designed to meet your confidentiality obligations.
How Much Time Is Your Firm Losing to Admin?
Book a call and we'll estimate the billable hours your team could recover with targeted automation.
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