Professional services
Bill the hours you actually work.
Consultancies, agencies and firms sell time, so every hour spent on admin is an hour that could not be sold. The admin is also the most predictable part of the week — the same intake, the same reminders, the same report. That predictability is exactly what makes it automatable.
The manual load
Where the hours usually go
If two or three of these look familiar, they are the ones to automate first — they repeat, they follow rules, and none of them need judgement to get started.
Onboarding every new client through the same manual checklist
Chasing invoices and documents between client work
Assembling the same status report from the same three places
Replying to enquiries whenever somebody gets to the inbox
Your first automation for professional services firms, free
Tell us one job somebody does by hand every day and we will build it, test it and hand it over at no charge.
2 free builds a month · one automation · up to 2 systems
What we build
What we automate for professional services firms
Each of these is a build we can start from. Most businesses begin with one, see it run for a fortnight, then add the next.
How they get built
The capabilities behind this work
Most projects here combine two or three of these.
FAQ
Common questions from professional services firms
- Can you automate Lead capture to CRM for professional services firms?
- Every enquiry — wherever it came from — gets written into your sales system straight away, with all the details filled in properly. It picks who should handle it based on your rules, and messages that person immediately. Nothing sits waiting for someone to check their email.
- Can you automate Invoice reminder chaser for professional services firms?
- Every morning it checks which invoices are unpaid and how late each one is, then sends the right reminder for that stage — polite at a week, firmer at a month, and a heads-up to your team beyond that.
- Can you automate Appointment reminders for professional services firms?
- Each booking goes straight into the calendar and sets up its own reminders — one the day before, one on the morning. Every reminder has a confirm button and a reschedule button, so patients sort it out themselves instead of ringing the desk.
- Can you automate Bulk reminders and messages for professional services firms?
- The list comes straight out of your own system, so it is always current — everyone with a payment due this week, everyone whose renewal is next month. The message goes out to all of them at once, personalised with each person's name and details, and every send is recorded so nobody is messaged twice.
- Can you automate Sort the good enquiries from the rest for professional services firms?
- It looks up each enquiry to fill in details like company size and industry, then has AI read what they wrote and rate how serious and how urgent it looks. Serious enquiries go straight to your best salesperson with a short briefing. The rest go into a gentle follow-up sequence instead of being ignored.
- Can you automate Screen CVs without reading all of them for professional services firms?
- It reads every CV and pulls out the same details for each one, so you can compare them properly. Then it rates each against what the job actually needs — and tells you why it gave that rating. The strongest get sent a link to pick their own interview slot, so your diary fills itself.
Other sectors
Not quite your business?
The shape of the work repeats across sectors — the tools change, the manual load does not.
Have a system that needs to work smarter?
Tell us what you're trying to automate, integrate or build. We'll tell you what it would take.