AI and automation for professional services firms: less chasing, more of the work clients pay for.
Consultants, engineers, architects and law firms sell their time and judgement. A large share of the week still goes on intake, proposals, chasing documents and telling clients where things are up to. We connect those steps so each job moves along without someone nudging it, and your people check anything before it reaches a client.
Where the time goes in a professional services firm
Taking on a new client
The enquiry arrives by email, someone replies when they get a moment, and the same details are asked for twice before the job is even opened.
Writing proposals
Each proposal is rebuilt from the last one, with the scope, terms and fee table copied across and fixed by hand late in the day.
Waiting on documents
Work stalls while a client finds a drawing, a signed form or a set of records, and nobody is sure who last asked for it.
Where most firms start with us
- Step 1
Intake first
One form or inbox takes the enquiry, records it against the client and tells the right person. This is usually the first thing we build.
- Step 2
Then proposals and follow-up
A draft proposal is prepared from the intake details and your own template. A partner or lead reads it, changes it and sends it.
- Step 3
Then documents and updates
Clients are reminded about what is still outstanding, and they can see where their matter or project stands without ringing the office.
What we can build for a professional services firm
- AI agents and assistants that draft proposals, summarise long documents and prepare client updates for one of your people to check and send.
- CRM setup so every client, contact, enquiry and open proposal sits in one record the whole firm can see.
- Client portals where a client uploads what you asked for, signs off a stage and checks progress on their own job.
- Workflow automation that carries an accepted proposal into a job, a folder in Google Drive, a calendar entry and the first invoice in Xero or MYOB.
- Dashboards and reporting that show partners the open proposals, the jobs waiting on a client and the work booked ahead.
How the pieces work as one system for your firm
Intake, the CRM, the portal and the reporting are not four separate projects. We build AI, automation, custom software and websites to work as one, so an enquiry from your website becomes a client record, a draft proposal, a job and a line on the partners' screen without being typed again. You can begin with a single piece. It is built so the next one connects to it.
Questions
What does AI and automation for professional services firms cover?
It covers the work around the work: taking on a client, preparing the proposal, collecting documents and keeping the client informed. The professional judgement stays with your people. The software handles the passing along, the reminders and the first drafts.
How much does it cost for a firm like ours?
It depends on the firm, so we do not publish a figure. We look at how your practice runs today, then write up a scope with the cost and the time in it. Nothing starts until you have read it and agreed.
How long does it take?
That follows from how many steps we are connecting and which tools are involved. An intake form that feeds a CRM is a smaller job than a full client portal. The time for your case is set out in the written scope before you commit.
How is client confidentiality handled?
Everything is set up in your firm's own accounts and stays yours. Where AI is used, the model runs under business terms and does not train on your data. We also set who in the firm can see which clients, and we agree in the scope which documents the system may read and which it must not.
Who signs off what the AI drafts?
Someone at your firm does, every time. A proposal, a document summary or a client update is prepared as a draft and waits for a named person to read and approve it. The firm decides who that is for each kind of document.
Does it work with the practice software we already use?
We start with what you have: Outlook or Gmail, your calendar, your document folders and your accounting file. Where your practice software allows a connection we use it. If it does not, we say so in the scope and suggest another way to get the same result.
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