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Industry

Workflow Automation for Professional Services

Accountants, solicitors, agencies, and consultants. High-value clients and complex processes — the right automation handles the routine so your team focuses on the work that needs expertise.

Where the time goes

Manually qualifying new client enquiries to decide if they're worth pursuing

Chasing clients for documents, information, and approvals by email

Sending the same onboarding sequence for every new client

Compiling regular status reports and sending them individually

Managing proposals and quote follow-ups across multiple prospects

Re-keying data between your practice management system and accounting software

What we build for professional services

Lead Qualification

New enquiries are scored, filtered, and routed to the right team member automatically — based on criteria you define.

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Client Onboarding

From signed engagement letter to first deliverable — document requests, welcome sequences, and folder creation handled automatically.

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Reporting Automation

Regular client reports, status updates, and internal KPI summaries compiled and sent automatically on your defined schedule.

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Questions from professional services firms

Your expertise is the service — the admin shouldn't need it

Book a Workflow Review and we'll map the admin processes across your firm and show you what can be systematised.