Professional Services
More time for clients. Less time on admin.
Accountants, law firms, agencies and consultants lose hours to onboarding paperwork, document handling and reconciling time — and some billable work is never invoiced.
Sound familiar?
The work that quietly eats your week.
Manual tasks
- Collecting engagement letters and client details
- Reading and filing client documents
- Comparing time entries to invoices
Expensive mistakes
- Work starting before paperwork is signed
- Documents filed in the wrong client folder
- Billable hours left off invoices
Operational challenges
- Every client sends things differently
- Busy seasons multiply the paperwork
- Billing happens weeks after the work
Example automations
Watch it happen.
Three examples of what we could build for professional services. Names and numbers are fictional.
Example 01 · Client onboarding
New clients onboarded on autopilot.
Engagement letters, intake forms and IDs are requested and tracked automatically. You see exactly what's done and what's outstanding.
- 1New client signed
- 2Onboarding items checked
- 3Outstanding items flagged
- 4Reminder sent
- 5Team notified
- Engagement letter signed
- Intake questionnaire
- Prior-year return
- Billing details
Example 02 · Document processing
Documents read, sorted and filed for you.
Client documents are read as they arrive, key details extracted and filed into the right folder — with anything unusual highlighted.
- 1Document uploaded
- 2Pages read
- 3Key details extracted
- 4Unusual clause highlighted
- 5Filed to client folder
Example 03 · Unbilled work
Catch billable work before it slips away.
Time entries are compared with invoices at month end. Hours that were logged but never billed are flagged for review.
- 1Time entries loaded
- 2Invoices loaded
- 3Entries matched
- 4Unbilled hours found
- 5Billing review queued
Ready to automate your professional services workflows?
We review your process and tell you honestly what's worth automating.