AI & automation for professional services firms.
In a small firm, the constraint is always the owner's hours. Every hour spent chasing client documents, drafting the same status update, or triaging the inbox is an hour that isn't billable and isn't growing the firm.
We automate the administrative layer around your practice tools — document collection that chases itself, AI-drafted updates and engagement letters, and intake that qualifies before the first call — to buy those hours back.
Sound familiar?
The challenges we hear most from professional services firms — pick yours in the free assessment and the roadmap gets specific.
- Client document collection drags every engagement
- Status updates depend on me sending them
- Onboarding new clients takes forever
- Repeat questions from clients drain my time
- Pipeline visibility is non-existent
- Proposal generation is manual
- Tax/compliance deadlines sneak up
- Referrals slow when I'm heads-down working
What we'd automate first
Requests, reminders, and a checklist clients can actually follow. For many firms this single workflow saves 5–10 hours per engagement.
The recurring writing — status notes, engagement letters, proposal drafts — produced from your templates and facts, ready for a quick review instead of a blank page.
Prospects answer the right questions up front, so first meetings start informed and the wrong-fit inquiries filter themselves out.
Client emails summarized and prioritized, engagement deadlines tracked automatically — partners stop being the firm's bottleneck.
See it in action
Leads, deals, money in flight, and what needs attention — one screen, current every morning.