Professional servicesWorkflow automation and client portals for professional services firms.
Consulting, legal, design and advisory firms run on intake, engagement letters, documents, time and billing. Each step tends to live in its own tool, and staff carry the work between them. A connected system moves a new engagement from first inquiry to final invoice without anyone re-keying it.
Where the work gets stuck
The usual friction.
Intake by email
New clients arrive through forms, calls and referrals, and someone retypes each one into the practice system.
Time that leaks
Hours logged late or in the wrong place often miss the invoice they belong on.
Documents everywhere
Engagement letters, drafts and signed copies sit in inboxes and shared drives with no clear current version.
Every function
Six functions, in your terms.
Finance, people, sales, operations, documents and IT run every business. Here is what each one looks like in professional services, and where AI fits in it.
Finance and accounting
- Approved time and expenses turned into client invoices
- Retainer drawdowns with automatic replenishment requests
- Unbilled time and collections reporting by client
Where AI fits: AI drafts invoice narratives from time entries; a partner reviews before anything is sent.
Finance in every industryHR and onboarding
- New staff provisioned with accounts and practice access
- Continuing education and license renewals tracked by person
- Conflict and confidentiality acknowledgments collected at hire
Where AI fits: AI answers handbook questions with sources; access and role changes follow your rules.
HR and onboarding in every industrySales and client intake
- Inquiry forms routed to the right practice group
- Conflict checks run before an engagement opens
- Engagement letters drafted from templates and sent for signature
Where AI fits: AI summarizes each inquiry for intake staff; a person decides whether to take the work.
Sales and intake in every industryOperations and scheduling
- Engagement plans with deadlines and owner assignments
- Staffing and capacity views across active engagements
- Client deadline reminders tied to each deliverable
Where AI fits: AI can turn meeting notes into draft task lists for the engagement lead to approve.
Operations in every industryDocuments and compliance
- Client document requests with automatic follow-up
- Contract and deliverable versions kept on the record
- Retention schedules applied by document type
Where AI fits: AI classifies incoming client documents and files them; unclear ones wait in review.
Documents in every industryIT, identity and integration
- Single sign-on across practice, billing and document tools
- Client portal access scoped per engagement
- Time entries synced between practice and accounting systems
Where AI fits: No AI here. Access follows roles and engagements, set by rules.
IT and identity in every industryWhat you likely run
We start with the tools you have.
We connect what is already there into one source of truth before we build anything new, so nothing has to be thrown out on day one.
- a practice or project management tool
- time tracking software
- accounting and billing software
- a document management system
- an e-signature tool
- a CRM or contact database
Proof, plainly
What we can show you.
Our client system in production today is a construction and trades platform, and we run our own company on the same kind of system. On a call we show you both, live, and tell you honestly what carries over to professional services.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the professional services back office around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Bring us the busiest queue.
In 45 to 60 minutes we map the systems you run and the handoffs that hurt, and tell you candidly whether we are the right fit.