Industries / Professional services
Give billable people their non-billable hours back.
Professional services firms sell expertise, yet a lot of the week goes on intake, chasing documents, drafting first versions, filling in timesheets and building the same status report again. We automate that work around your existing tools, and keep a person in charge of anything a client will see.
Fit
Who this is for
- Agencies, consultancies, accounting, bookkeeping and law practices with roughly 5 to 200 people.
- Partners or operations leads who can name the admin that slows delivery down.
- Teams already on a practice-management tool, CRM or shared drive that they want to keep.
Use cases
Workflows we can automate
- Client intake and engagement setup. Turn enquiry emails and forms into a structured record, run conflict or fit checks against your CRM, draft the engagement letter from your template and create the project, folders and tasks.
- Document collection and chasing. Request missing documents, check what arrived against a checklist, file it in the right client folder and send polite reminders until the set is complete.
- First drafts from your own material. Draft proposals, memos, briefs and summaries from your templates, past work and the client file, with sources linked so a reviewer can check every point.
- Time capture and billing prep. Suggest timesheet entries from calendars, email and documents, flag unbilled work and prepare invoice drafts for a person to approve.
- Status reports and client updates. Pull progress from your project tool and assemble a weekly client update in your house style, ready for the account lead to edit and send.
Which package fits
Where to start
- AI Automation Audit, from $3,500. Best first step if you know admin is heavy but not which workflow to start with. We map the work and price the first build.
- Automation & Agent Build, from $12,000. For one clear workflow, such as intake or document chasing, built into your tools with approvals and monitoring.
- Automation Operations, from $3,000/month. Once two or three automations are live and you want them monitored, tuned and extended every month.
Guardrails
How we keep it safe
- Nothing is sent to a client without a person approving it, unless you decide otherwise for a specific, low-risk message.
- We work inside your existing systems and permissions rather than copying client data into new places.
- We do not give legal, tax or accounting advice; the automation supports your professionals, who stay responsible for the work.
Estimate
Check the numbers first
Use the ROI calculator to estimate hours saved and payback for your team, or grab the AI Automation Readiness Checklist to see whether a workflow is ready to automate.
Explore
Related services
FAQ
Questions we hear from professional services teams.
Can AI draft documents for client matters safely?
It can produce useful first drafts when it works from your templates and the client file, and when a qualified person reviews every draft. We design for that review step: sources are linked, changes are visible and nothing goes out on its own.
Do we need to change our practice-management software?
Usually not. We connect to the tools you already use through their APIs or exports. If a tool has no usable integration, we say so during the audit and suggest the simplest workaround.
Where is client data processed?
That is a design decision we make with you. We list every system and AI provider that will touch the data, use your own accounts where possible, and keep access limited to what each step needs.
What is a sensible first automation?
Intake or document chasing. Both are frequent, rules-based and easy to measure, and they free up senior people without touching the advice itself.
Get started
Tell us about the workflow.
A free 30-minute call is enough to tell whether it is worth automating, which package fits and what it would cost.