Let your matter workflows run themselves so your team can focus on the work
Professional services firms run on repeatable workflows, from client intake through engagement, deliverables, and billing. Workflow Automation connects every step so work flows without constant manual coordination.
What this looks like
What we build
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
Document review: draft to internal review to client review to finalize
Results
What you can expect
New clients onboarded in hours instead of days
Every matter follows the same process consistently
Billing cycle shortened from weeks to days
Document reviews tracked and completed without manual follow-up
Automations
Specific automations
Add AI to Existing Software
Enhance your current tools with AI capabilities without replacing them
Learn more →AI Email Assistant Integration
AI that drafts replies and summarizes threads inside your existing email
Learn more →Sales Pipeline Automation
Keep deals moving with automated tasks and reminders and escalations
Learn more →Lead Nurture Sequences
Automated email sequences that warm leads until they're ready to buy
Learn more →Resource Allocation Automation
Optimize how you assign people and equipment and resources to jobs
Learn more →The engagement
What the engagement looks like
Timeline
Support included
What's included
- Custom build
- Full documentation
- Team training
- Integration with your tools
Ready to automate?
Let's talk about workflow automation for professional services for your business.