Professional services
Automation for consultants, agencies and service firms.
Spend less time chasing documents and scheduling, and more time on client work.
Common challenges
What slows professional services teams down
- Onboarding a new client involves many emails and reminders.
- Documents arrive late or incomplete.
- Meetings are scheduled by back-and-forth messages.
- There is no single view of each client's status.
Recommended workflows
What we typically automate
Client onboarding
New clients receive a checklist and reminders until it is complete.
Document requests
Automatic reminders for missing documents.
Meeting scheduling
Clients book meetings and receive reminders.
Client portal
Clients see status, documents and invoices in one place.
Example automation
How it can work
Client signs up
A new engagement is created.
Checklist sent
The client receives the document checklist.
Reminders
Reminders continue until documents arrive.
Kick-offHuman step
Your team reviews and schedules the kick-off.
Example workflow — for illustration only.
Relevant services
Services for this industry
FAQ
Professional services: common questions
Do we need to replace the software we already use?
Usually not. Most professional services businesses start by connecting and automating the tools they already use, and add custom software only where the existing tools can't support the workflow.
Will a person stay in control of important decisions?
Yes. Workflows can require human approval for anything sensitive — prices, payments, refunds or customer commitments — and every action is logged.
Free 30-minute call with an AI expert
Find out what you could automate.
Tell us where the manual work is. We'll suggest the first workflow to automate, what it involves and the next steps — no obligation.