AI automation for professional services
Bill for expertise, not for admin work
The problem
Sound familiar?
Admin overhead eats billable hours
Partners and associates spend 30-40% of their time on tasks that don't generate revenue: scheduling, data entry, filing, and internal reporting.
Billing and time tracking is a mess
Time goes unrecorded, invoices go out late, and reconciliation takes hours. Every missed entry is revenue left on the table.
Client intake is slow and inconsistent
New client onboarding involves forms, conflicts checks, engagement letters, and system setup, all done manually and differently every time.
What we automate
What we automate for professional services
Client intake automation
Streamlined onboarding from inquiry to engagement
Time tracking and billing automation
Capture time and generate invoices without manual entry
Document assembly
Assemble complex documents from templates and matter data
Matter and case management
Automate workflows around client matters and deadlines
Client reporting automation
Automated status reports that keep clients informed
Solutions
Solutions for professional services
Quick Wins for Professional Services
Lawyers, accountants, and consultants lose billable time to tasks that don't require their expertise. Quick Wins automate the worst offender, whether...
- Automated time tracking reminders and capture
- Client intake forms that auto-populate your systems
- Engagement letter generation from templates
Workflow Automation for Professional Services
Professional services firms run on repeatable workflows, from client intake through engagement, deliverables, and billing. Workflow Automation...
- Client intake to conflicts check to engagement letter to project setup
- Matter lifecycle: open to active to deliverable to close to archive
- Billing workflow: time entry to review to invoice to collection to reconciliation
Custom Apps for Professional Services
Professional services firms have unique workflows that generic project management tools can't handle. Custom Apps give you purpose-built interfaces...
- Matter management dashboard with deadlines, tasks, and client communication
- Client portal for document sharing, status updates, and billing
- Resource allocation tool for staffing matters based on expertise and availability
AI Systems for Professional Services
AI Systems automate the entire operational backbone of a professional services firm. From intake to billing, AI agents manage the work that keeps the...
- Full practice management automation: intake, assignment, tracking, billing, reporting
- AI research assistant gathering and synthesizing information for client matters
- Intelligent client communication managing updates, scheduling, and document delivery
AI Training for Professional Services
Training programs that show lawyers, accountants, and consultants how to use AI as a force multiplier for research, writing, analysis, and client...
- AI research and analysis techniques for professionals
- AI-assisted writing and document drafting
- Prompt engineering for professional use cases
Automation Retainer for Professional Services
As your firm evolves, so should your automations. A Retainer keeps your practice management, billing, and client communication systems optimized and...
- Maintaining billing and time tracking integrations as tools update
- Optimizing client communication sequences for engagement
- Building new automations for emerging practice areas
Use cases
Specific automations for professional services
AI Chatbot Development
Custom chatbots that handle customer questions and route complex issues to your team
Learn more →AI Sales Assistant
AI that qualifies leads and books meetings while your sales team sleeps
Learn more →AI Scheduling Assistant
Intelligent scheduling that handles back-and-forth and finds optimal times
Learn more →AI Data Analysis Agent
Agents that monitor your data and surface insights without manual queries
Learn more →AI Research Assistant
AI that gathers and synthesizes information from multiple sources on demand
Learn more →Multi-Agent Systems
Multiple AI agents working together to run entire business functions
Learn more →Add AI to Existing Software
Enhance your current tools with AI capabilities without replacing them
Learn more →AI-Powered Search Implementation
Semantic search that finds what users actually mean across your content
Learn more →Let's automate your professional services business
30-minute discovery call. We'll tell you honestly what can be automated and what the ROI looks like.
Not quite right?