Spend more time on work
only you can do.
For lawyers, accountants, financial advisors, and consultants — AI systems that automate intake, onboarding, and admin so your expertise stays focused on billable, high-value work.
What professional services firms lose to manual processes
Billable hours lost to non-billable admin
For every hour of professional services delivered, there's a disproportionate amount of time spent on intake, proposal writing, email follow-up, document chasing, and reporting. At $200–$500 per billable hour, every hour saved on admin is significant revenue recovered.
Inconsistent client onboarding creates a poor first impression
One client gets a polished, prompt onboarding experience. The next waits three days for their welcome email. Manual onboarding is inconsistent by nature — and for professional services, first impressions form the foundation of long-term client relationships.
Prospective clients fall through the cracks
You get an inquiry from a strong prospect on a Friday afternoon. Between a client deadline and meetings Monday morning, you forget to follow up. By Tuesday they've engaged another firm. The intake and follow-up process shouldn't depend on your memory or bandwidth.
Proposal creation is a time sink for repeat work
Writing a proposal for an audit, a legal retainer, or a financial plan takes hours — yet the structure is almost identical every time. AI can draft 80% of the proposal from your intake data, leaving you to review and personalise rather than start from a blank page.
What we build for professional services firms
Only spend time on the right-fit prospects
An AI intake system that asks prospective clients the right questions — matter type, urgency, budget, and scope — and qualifies them before they reach your calendar. Your discovery calls become substantive conversations because the AI has already gathered the facts.
- Qualified leads only reach your calendar
- Full prospect brief before first call
- 24/7 intake — evenings and weekends
Client onboarding and admin on autopilot
From signed engagement letter to final deliverable — automated workflows keep clients informed, documents flowing, and your team on track. New client signed → folder created → welcome email sent → kickoff call booked → milestone reminders set. No manual steps.
- Consistent client experience every time
- Document requests and chasing automated
- Proposal templates generated from intake data
Answer prospective client questions without interrupting your work
Your website AI handles "Do you handle X type of case/work?", "What are your fees?", and "What is the typical timeline?" questions around the clock — qualifying prospects and setting expectations before you've spoken to them.
- 24/7 prospect inquiry handling
- Consistent, accurate service information
- Automatic booking for qualified prospects
What professional services firms gain
Professional services questions
How do we handle confidentiality with AI tools?
Confidentiality is central to professional services, and we take it seriously. We don't build AI systems that store, process, or transmit client confidential information through non-secure channels. Our implementations are scoped specifically to intake, scheduling, and general communication — not confidential matter content. Everything is reviewed with your compliance requirements before any build begins.
Can AI actually help with proposal writing?
Yes, for the structural and formulaic elements. We build AI tools that take your intake data — matter type, scope, client background, fee structure — and generate a first-draft proposal in your firm's format. Your fee earners then review and personalise it rather than writing from scratch. Lawyers and consultants using this typically cut proposal time by 60–70%.
We have a niche practice area — will generic AI tools understand our work?
We train everything on your specific practice. Your services, your language, your typical client profiles, your fee structures. The AI becomes conversant in your niche rather than speaking in generic terms. We've built for immigration law firms, forensic accountants, executive coaches, and M&A advisors — specificity is where AI adds the most value.
Ready to protect your billable hours?
Book a free 30-minute call. We'll review your intake, onboarding, and admin processes and identify the highest-leverage automation for your practice.
Book Free Discovery Call →Free 30-minute call · No commitment required