Automation for agencies, consultants and professional firms
Accountants, consultants, agencies and law firms sell expertise — but a large share of the week goes on intake, onboarding, chasing documents and status updates. We automate that operational work so your team spends more of its time on billable, high-value work.
Where the time goes
Slow onboarding
Proposals, engagement letters, forms and kick-off calls coordinated by email.
Chasing documents
Clients forget to send what you need; someone chases them every week.
Status questions
'Where are we with this?' answered by hand, over and over.
Deadlines in heads
Filing dates, renewals and review points tracked in spreadsheets and memory.
Workflows we build for professional services
Client onboarding
- 1Proposal accepted
- 2Engagement letter and intake form sent
- 3Client folder and CRM record created
- Kick-off scheduled
Document collection
- 1Checklist sent to the client
- 2Uploads checked off automatically
- 3Polite reminders for missing items
- Team notified when the file is complete
Deadline reminders
- 1Deadlines stored per client
- 2Reminders to the client and the team
- 3Escalation if something is still pending
- Weekly overview for partners
Illustrative workflows — every system is built around your own process.
Tools we connect
- Google Workspace / Microsoft 365
- Google Drive / SharePoint / Dropbox
- E-signature tools
- HubSpot / Zoho / Pipedrive
- Accounting software with an API
- n8n
Confidential by design
Client files stay in your own storage. AI steps — such as summarising an email or classifying a document — receive only what the task needs, and anything requiring professional judgement goes to your team.
Automation for professional services: common questions
Can it read documents clients send us?
Yes. AI can classify incoming documents and pull out key details, then file them in the right client folder for your team to review.
Will clients notice anything?
They'll notice faster onboarding, clearer checklists and fewer chasing emails — sent from your own email or WhatsApp.
Does this replace our practice software?
No. We connect to the tools you already use and automate the gaps between them.
Find out what's worth automating in your business
Tell us what your team does by hand. We'll map what can be automated and give you a fixed quote — free. If the audit finds nothing worth automating, we'll tell you straight.