AI Automation for Professional Services
More Billable Hours. Less Admin Work. Happier Clients.
We help legal practices, accounting firms, consulting agencies, and professional services businesses automate the administrative work that eats into your billable time—so you can serve more clients without burning out your team.
Your Expertise Is Your Value. But Admin Work Keeps Getting in the Way.
Sound familiar? These challenges drain time and revenue from professional services firms every day.
Client Intake Takes Forever
Gathering documents, chasing signatures, entering data into multiple systems. New client onboarding that should take minutes stretches into hours or days.
Billable Time Slips Away
You spend hours on admin that doesn't generate revenue. Time tracking is inconsistent. Billable work gets lost in the shuffle.
Document Chaos
Files scattered across email, drives, and systems. Finding the right document takes too long. Version control is a constant headache.
Deadlines Create Anxiety
Court dates, filing deadlines, tax due dates, project milestones. Tracking them manually is stressful and risky.
Follow-ups Fall Through
Proposals sent but never followed up. Clients waiting for updates. Leads going cold. Consistent communication is hard.
What if AI could handle the administrative burden—so your team could focus on the work that actually generates revenue?
Automation That Covers Your Entire Client Lifecycle
From first inquiry to ongoing relationship—we automate the work that drains your time and billable hours.
Lead Capture: Never Miss a Potential Client
- AI-powered intake forms that guide prospects through initial information gathering
- Website chatbots that answer common questions and capture contact details
- Automated response to inquiries with relevant information
- Calendar scheduling without back-and-forth emails
- Lead qualification to prioritize high-value opportunities
The After-Hours Inquiry
It's 10 PM. A business owner just received a lawsuit and is frantically searching for representation. They find your law firm's website and fill out the contact form.
Instead of waiting until morning, your AI system immediately responds with a personalized email, asks qualifying questions, and offers available consultation slots.
By morning, you have a qualified lead with detailed case information—while competitors are just seeing the inquiry.
Client Acquisition: From Inquiry to Engagement
- Automated follow-up sequences for proposals and engagement letters
- AI-assisted proposal and contract generation
- CRM updates without manual data entry
- Pipeline visibility for partners and business development
- Engagement letter tracking and reminders
The Proposal That Didn't Get Lost
You sent a consulting proposal two weeks ago. Normally, it would sit in your mental "need to follow up" list.
Your automation sent a thoughtful check-in email on day 3, shared a relevant case study on day 7, and scheduled a follow-up call when the prospect opened the proposal again.
The prospect comments: "I appreciate how responsive your firm is." You close the $50K engagement.
Client Management: Streamline Service Delivery
- Automated client intake with document collection and conflict checking
- Document management—auto-filing, categorization, version control
- Deadline tracking with automatic calendar entries and reminders
- Time tracking integration and AI-suggested billing descriptions
- Automated invoice generation and payment reminders
The Intake That Ran Itself
A new client signs your engagement letter at 4 PM on Friday. Previously, onboarding would wait until Monday.
Your automation immediately sends a welcome email with a secure link to upload documents, runs a conflict check, creates the matter in your system, and sets up the folder structure.
By Monday, the client file is ready to work. Your team saved 2-3 hours of setup time.
Client Care: Build Lasting Relationships
- Automated client check-ins and relationship maintenance
- Satisfaction surveys after major milestones
- Proactive service reminders (annual reviews, renewals, compliance dates)
- Referral program automation
- Review requests from satisfied clients
The Client Who Came Back
You completed an estate plan for a client 18 months ago. Without automation, you might not reconnect until they reach out with a problem.
Now, your system sends a personalized anniversary check-in, asking if any life changes warrant a review.
The client responds: "We just had a grandchild—perfect timing!" You've just secured a $3,000 update engagement.
Solutions That Fit Your Practice—Not the Other Way Around
Every firm is different. We offer three approaches based on where you are today.
Software Optimization & Integration
Best for: You have good software, but systems don't talk to each other
- Optimize your existing practice management software
- Build AI-powered integrations between systems
- Eliminate manual data re-entry and reduce errors
Custom Mini-AI Automations
Best for: You have unique workflows that don't fit standard software
- Automate firm-specific processes
- Build AI assistants for document review and analysis
- Extract and process data from documents and emails
Custom Software Applications
Best for: When off-the-shelf doesn't cut it
- Purpose-built applications for your exact needs
- Client portals and custom intake systems
- Software that grows with your practice
From First Call to First Win—Fast
We don't believe in one-size-fits-all. Before we propose anything, we need to understand YOUR practice.
Free Discovery
We learn your practice, tools, and pain points. If we're not the right fit, we'll tell you honestly.
Find the Biggest Win
We identify your most painful problem OR the opportunity with the highest ROI.
Proposal in 48 Hours
Clear plan with expected outcomes, timeline, and investment—tailored to your situation.
Go Live Within a Week
Most clients see their first automation live within days, not months.
Real Impact on Your Practice
Our clients consistently see measurable improvements across their operations.
Common Questions from Professional Services Firms
Is this secure and compliant?
Yes. We understand the confidentiality requirements of professional services. All solutions are built with security and compliance in mind, including data encryption, access controls, and audit trails.
Will this integrate with our practice management software?
We integrate with most popular practice management systems including Clio, MyCase, PracticePanther, QuickBooks, and many others.
What about attorney-client privilege?
We design all automations with privilege protection in mind. Client data stays secure, and you maintain full control over what information flows where.
How much does this cost?
Every firm is different. We create custom proposals after discovery—no cookie-cutter packages. Most clients see ROI within 3-6 months.
Ready for More Billable Hours and Happier Clients?
Schedule a free discovery call. We'll learn about your practice, identify your biggest opportunity, and tell you honestly if we're the right fit.
Get Free AI AssessmentNo commitment. No hard sell. Just a real conversation about what's possible.