AI automation for professional services firms

What we automate

5 automations for professional services

1. 01Sales

   New enquiry replies and intake

   The problem: Prospective clients often contact several firms, and the first one to reply with something useful tends to win the work.

   What we build: Each enquiry gets a prompt reply that asks the basic questions for that type of work and offers a call. The client then fills in one guided form, other parties are listed ready for your conflict check, and a summary goes to the person who decides whether to take it on. No advice is given in the reply.

   ExampleSay someone emails on Sunday about help with a business sale. They get a reply asking a few questions and offering call times, and a tidy summary is waiting for the right partner on Monday.

2. 02Sales

   Engagement letters and proposals

   The problem: Writing an engagement letter or proposal means copying details from emails into a template and checking nothing is missed, which delays the start of the work.

   What we build: Once you have agreed the scope and fee, a draft engagement letter or proposal is prepared from your own template with the client's details filled in. A person checks and edits it, then it goes out for e-signature and is filed when signed.

   ExampleSay a consultancy agrees a three-month project on a call. The draft proposal is ready to review that afternoon, and the signed copy is saved to the client folder automatically.

3. 03Operations

   Document and record chasing

   The problem: Work stalls because a client has not sent a bank statement, a signed form, proof of ID or their brand files, and nobody has time to chase every day.

   What we build: Each client has a list of what is still outstanding. They get polite reminders with a secure upload link, and your team sees what has arrived and what is still missing.

   ExampleSay twelve clients still owe bank statements for the quarter. Each gets a reminder naming the missing months, and the list shrinks as uploads come in.

4. 04Operations

   Time recording and invoice chasers

   The problem: Time gets recorded late or not at all, and unpaid invoices sit until someone finds the time for an awkward email.

   What we build: People get a short reminder when their timesheet has gaps, with a suggested list of what they worked on from their calendar and emails to confirm. Clients get polite reminders when invoices fall due, stopping as soon as payment arrives. You decide when a person should pick up the phone.

   ExampleSay a fee earner has two blank afternoons last week. On Monday they get a nudge listing the meetings in those slots, and they confirm the entries in a couple of minutes.

5. 05Reporting

   Client reports and work-in-progress summary

   The problem: Monthly client reports and internal status summaries mean copying figures from several tools and writing similar commentary every time.

   What we build: Data is pulled into your report template with a first-draft summary for a person to edit and approve before it is sent. A weekly internal summary shows new enquiries, work waiting on clients, unbilled time and overdue invoices.

   ExampleSay an agency has fifteen retainer clients. On the first working day of the month each has a draft report waiting, and the team spends its time on the commentary rather than copying numbers.