Client Intake Automation
Streamline new client onboarding from inquiry to engagement
The problem
Billable professionals spending time on non-billable administrative work is the most expensive inefficiency in professional services. Every hour of admin is an hour not generating revenue. For businesses dealing with client intake delays, this pain is especially acute.
Billable professionals spend a third of their time on non-billable admin work
Automated intake, billing, and reporting maximize billable hours
The solution
We build a custom client intake automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your client lifecycle from intake to ongoing service
- Design automations for time tracking, billing, and client communication
- Build integrations with your practice management tools
- Deploy with team training and utilization dashboards
Expected results
End-to-end process runs without manual intervention
Handoff errors eliminated through automated routing
Process cycle time reduced by 60-80%
How we'd approach this
This is typically a Connect Your Systems engagement (2-6 weeks).
Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.
Best for: Teams ready to automate an entire process, not just a single task.
What's included
- Complete workflow automation with multiple triggers and actions
- Integration with your existing tools (CRM, email, project management)
- Process documentation
- Team training session
- 60 days of support
FAQ
2-6 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
60 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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