Workflow Automation for Professional Services

Questions from professional services firms

What does lead screening look like for a professional services firm?

A potential client fills in an enquiry form — service type, company size, budget, timeline. The system scores them against your ideal client profile, routes them to the right team member, and sends an acknowledgement. Your team only talks to leads that meet your criteria.

Can it automate client onboarding steps?

Yes. Once a client is signed, the system can trigger a sequence: send welcome email, request required documents, create a client folder, and set up regular check-in reminders. The exact steps are mapped in the Workflow Review.

We're in a regulated industry — how do we ensure compliance?

We build the automation around your compliance requirements, not around them. Document requests, confirmation steps, and audit trails can all be built in. We don't give regulatory advice, but we can implement the workflows your compliance team specifies.

What practice management systems do you integrate with?

Clio, PracticeEvolve, Xero Practice Manager, Karbon, and others. We'll confirm compatibility in the Workflow Review.