Industry · Professional ServicesProfessional services automation
Professional services automation
for firms whose intake still runs on email and spreadsheets.
from $8,000 · fixed scope
We automate client intake, document collection, enquiry routing, and internal workflows for CA firms, legal practices, and consulting businesses — so partners work on billable work, not data entry.
The problem
Client intake is email. Status tracking is a spreadsheet. Nothing connects.
Professional services firms lose billable hours when associates chase documents, manually log enquiries, and copy client data between intake forms, CRM, and practice management tools.
What we build
Intake-to-engagement workflows with audit trails.
- Website and referral enquiry → CRM with practice area routing
- Automated document request and collection workflows
- Client onboarding sequences with status tracking
- Internal task assignment based on matter type or service line
- Partner alert on high-value or urgent enquiries
- Monthly pipeline and matter status summaries
When this fits
Complex workflows that off-the-shelf tools do not cover.
Most professional services engagements are Custom Systems Builds integrating CRM, document storage, scheduling, and internal tools. Scoped from the Automation Blueprint.
Common questions
Quick answers.
Start the engagement
Book a strategy call, or request a free audit.
Tell us one workflow that costs you the most manual hours each week. We'll come back with a build plan, a fixed price, and a timeline — within 48 hours.