Professional services automation for agencies and firms
Agencies, consultancies, accountants and law firms sell expertise, yet much of the week goes on admin. We automate the path from first call to signed proposal, onboarding, delivery tracking and invoicing.
Professional services automation, from call to invoice
Professional services automation removes the admin that sits between selling expertise and getting paid: proposals written after every call, the same client onboarding emails and forms, time tracking, invoicing and monthly reports.
We build this for agencies, consultancies, accountants and law firms, using AI to draft proposals and summaries and workflow automation to handle client onboarding automation, billing and reporting.
Where your team's time goes
- 01Proposals take days to write after every sales call.
- 02Client onboarding means the same forms and emails every time.
- 03Time tracking, invoicing and chasing payments are manual.
- 04Client reporting is rebuilt by hand every month.
Professional services automation we build
- 01
Call-to-proposal
Sales calls transcribed and turned into a draft proposal the same day (see DealFlow AI).
- 02
Client onboarding
Contracts, intake forms, folders, channels and kickoff meetings set up automatically.
- 03
Document processing
AI extracts data from invoices, contracts and forms into your systems.
- 04
Invoicing and collections
Invoices raised from tracked time or milestones, with polite automatic reminders.
- 05
Client reporting
Monthly reports assembled from your tools and sent on schedule.
- 06
Internal knowledge assistant
An AI assistant that answers staff questions from your own documents and policies.
Tools we work with
- HubSpot
- Pipedrive
- PandaDoc
- DocuSign
- Google Workspace
- Microsoft 365
- Xero
- QuickBooks
- Notion
- ClickUp
- Slack
What changes
- Proposals out the same day as the call.
- A consistent, professional onboarding for every client.
- Faster invoicing and payment.
How we work
- 01
Discover
We map how your business actually runs and find the processes that repeat.
→ Automation map
- 02
Design
We architect the system: triggers, agents, decisions, data and failure paths.
→ System blueprint
- 03
Build
We connect APIs, AI models, databases and your tools, then test with real data.
→ Production system
- 04
Scale
We monitor, optimize and expand to the next process once this one is proven.
→ Operating layer
Professional services automation FAQs
Is client data safe with AI tools?
We use business-grade AI services that don't train on your data, limit access to what each workflow needs, and follow the data-protection rules that apply to your firm.
Can you work with our practice management software?
Most practice management and CRM platforms offer APIs we can connect to. We confirm this during discovery.
How long does it take to automate client onboarding?
A standard onboarding flow (welcome email, document collection, CRM and accounting setup, kickoff booking) is usually live in two to three weeks.
Do you work with businesses in the US, UK, UAE and Canada?
Yes. We work remotely with small and mid-sized businesses across the United States, the United Kingdom, the United Arab Emirates and Canada, and schedule calls and support around your time zone.
Guides
- Guide
AI automation pricing
2026 build and running costs in USD, GBP, CAD and AED, with a payback example.
What should your business stop doing manually?
Tell us what slows your team down. We'll show you what can be automated.