Industries
Automation for professional services firms
When you sell expertise by the hour, every hour spent on administration is inventory you cannot sell. Yet the work is full of it — intake, conflict checks, document assembly, time capture, billing, status updates. It is also highly structured, which makes it some of the most automatable work there is.
What breaks at scale
The specific places professional services businesses lose time and revenue as volume grows.
Intake and conflict checks delay the start of billable work.
Documents are assembled by copying and editing the last similar one.
Time is reconstructed at the end of the week, and under-recorded.
Clients call for status updates that could have been sent automatically.
Billing and collections are uncomfortable, so they are done late.
Where we start
The automations that matter most here
Roughly in the order we would sequence them, highest return first.
Client intake
Structured intake, conflict checks, engagement letters and e-signature, with the matter opened and the file structure created the moment it is signed.
Document assembly
Standard documents generated from your own templates and precedents, populated from matter data, with a review step before anything goes out.
Time capture
Billable activity captured from calendars, email, documents and calls, turned into draft entries with narratives for review rather than reconstructed from memory.
Client updates
Status updates and milestone notifications sent automatically as matters progress, which removes a large share of inbound calls.
Billing and collections
Draft bills prepared on your cycle, sent for approval, then chased by a consistent reminder sequence that stops on payment.
Let's look at your professional services operation
A 45-minute call. We map how your business runs today and show you where the time is going. If we are not the right fit, we will tell you.
Book a strategy callNo pitch deck, no obligation, no pressure to buy anything on the call.