AI workflows for professional services.
Firms where every hour spent on admin is an hour not billed: intake, proposals, documents, time, and reporting.
The challenges
01
What slows teams down.
- 01
Intake takes too long
New enquiries need details, checks, and a reply before anyone can start the work.
- 02
Unbilled time
Time slips between timesheets, projects, and invoices, and nobody notices until month-end.
- 03
Documents everywhere
Clients send files by email in pieces, and staff chase them one by one.
Featured workflow
02
Client intake and conflict checks
Structured intake, a conflict search prepared for review, and an engagement letter drafted.
How it works · Client intake and conflict checks
STEP BY STEP
In
- Website form
- Email inbox
- Phone call
- 1
Intake01
Parties and matter captured
New matter
- 2
Search02
Names checked against records
0 matches
- 3
Clear03
A lawyer confirms no conflict
Cleared
Human checkpoint
- 4
Engage04
Engagement letter drafted
Letter ready
Out
Google Docs- CRM record
- Audit trail
Workflows
03
What we build for professional services.
Each one has its own page with the steps, tools, and human checkpoints.
Sales and CRM
Client intake and conflict checks
Structured intake, a conflict search prepared for review, and an engagement letter drafted.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflowSales and CRM
Meeting notes to CRM
Every call becomes a summary, decisions, and tasks on the right CRM record.
See the workflowFinance
Client document collection
Clients receive a checklist, upload once, and get reminded only for what is missing.
See the workflowFinance
Time and billing reconciliation
Logged time matched to projects and invoices, with unbilled work flagged weekly.
See the workflowFinance
Month-end management pack
A validated monthly pack with a written summary, ready on day two.
See the workflow
Tools
04
Connected to the tools you already use.
HubSpot
Gmail- Google Docs
Xero
Microsoft 365
Slack
Built on n8n, so equivalent tools can be swapped in. Platform names describe what we connect to and do not imply a partnership.
Questions
05
Common questions.
Can you work with confidential client matters?
Yes. Workflows run in your own systems with least-privilege access, and nothing is sent to an AI model without agreement on what data it may see.
Do you replace our practice management system?
No. We connect to it and automate the steps around it, such as intake, document collection, and reporting.
Next step
Automating work in professional services?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.