Professional Services
The repetitive work inside a professional services firm.
Your staff may repeatedly:
- Run the same onboarding steps for every new client
- Prepare proposals, engagement letters, and recurring documents
- Put together client status updates
- Chase timesheets, invoices, and unpaid bills
We analyze the workflow and determine which of these steps can be automated.
Where we start
We build automation around the process your team already follows.
We are not going to hand you a generic product and hope it fits. We sit down with your team, watch how the work actually moves through your professional services firm, and build around that.
Software you may already use
You keep these. We work around them rather than asking your team to move to something new. Whether a specific system can be connected depends on what it allows, and we check that before promising anything.
How it works
Three steps. No jargon.
You do not need to know anything about AI to start. You only need to be able to describe what your team does all week.
Show us how you work
We talk with you and your team to understand the repetitive tasks involved in running your business.
We find what can be automated
We identify the repetitive steps eating your team's time and where automation can realistically help.
We build it for you
We build a custom automation that works with the software your business already uses.
Examples
Examples of what we can automate.
Work almost every business does by hand, and what it looks like once an automation handles it.
These are examples of the kind of work we automate, not case studies. What we build for you depends on how your business actually runs, which is what the free workflow analysis is for.
You stay in control
Automation should handle the repetitive work, not run your business.
Some steps are safe to run on their own, like filing a document or preparing a draft. Others should never happen without a person, like sending a contract or issuing a refund. You decide which is which, and we set those limits before anything goes live.
The automation prepares the work
It gathers the information and gets the task ready to go.
An employee reviews it
Your team sees exactly what was prepared, before anything happens.
An employee approves it
Nothing sensitive moves forward until a person says so.
The system carries it out
The approved action is applied in your software.
Other business types
Find work like yours
Let's look at your professional services firm.
Spend 45 minutes telling us what your team does every day and every week. We will tell you which parts could realistically be automated, and which are better left to a person. No cost, no obligation.
- A written list of the repetitive work in your business
- An honest answer on what could realistically be automated
- And what should be left alone, and why
- Yours to keep, whether or not we work together