Professional services
Spend billable hours on clients, not on admin.
Law firms, accountants, consultancies and agencies sell their time, and a surprising share of it goes on intake, chasing documents and scheduling. We automate those steps and keep confidentiality at the centre.
The problem
Where the time goes.
- 01
New enquiries wait for a partner or manager to respond.
- 02
Staff chase clients for documents by email, again and again.
- 03
Meeting scheduling takes several rounds of messages.
- 04
Time and billing details are re-entered across systems.
Use cases
What we automate.
- 01
Client intake
Enquiries captured by phone, chat or form, qualified, and booked for a consultation.
- 02
Document collection
Clients sent a checklist and reminded until everything has arrived.
- 03
Document review support
Key fields and dates pulled from contracts, statements and forms for a person to check.
- 04
Scheduling
Meetings booked, moved and confirmed without the back-and-forth.
- 05
Billing admin
Time entries, invoices and payment reminders prepared for approval.
How it works
One workflow, step by step.
- 1Enquiry arrivesCall, chat or formTrigger
- 2Details capturedMatter type, urgencyAutomated
- 3Conflict and fit checksBy your rulesAutomated
- 4Consultation bookedWith the right personAutomated
- 5Your team takes overWith a summaryYour team
Services
The services that fit.
- AI receptionist & AI call agentsAI receptionists and AI call agents that answer every call, book appointments, make reminder calls and transfer to your team when a person is needed.
- CRM & lead-handling automationEvery enquiry is captured, routed to the right person and followed up on time.
- Document processingInvoices, purchase orders and reports are read, checked and entered into your systems, with exceptions flagged for review.
The free call
Find out what your team could stop doing by hand.
Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.
- First 10 minutesYou walk us through one process that eats your team's time.
- Next 10 minutesWe map the steps and point out what can run on its own.
- Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.
Free. No obligation. No sales deck.