Professional Services
Spend less time on admin and more on billable work.
Consultancies, accountants, surveyors and similar firms repeat the same non-billable work: qualifying enquiries, writing up meetings, preparing standard documents and collecting client information.
Book a Free AI ConsultationWhat we automate for professional services businesses
- Qualify new enquiries against your ideal client profile
- Prepare meeting summaries and action lists
- Generate draft engagement letters and standard documents
- Collect onboarding documents and identity checks in a consistent order
Workflow
Discovery call to signed engagement
- Automated step
- A person reviews or acts
- 01
Enquiry qualified (automated)
Fit checked against your criteria.
- 02
Call booked (automated)
Discovery call scheduled.
- 03
Meeting summary (automated)
Notes summarised into needs and actions.
- 04
Draft engagement letter (automated)
Prepared from your templates.
- 05
Partner review (a person reviews or acts)
Reviewed, edited and sent by a person.
- 06
Onboarding tasks (automated)
Document requests triggered when signed.
Rules and tools are agreed during design.
Example
One inquiry, handled consistently
“We're a 20-person company looking for help with monthly management accounts.”
- Enquiry matched to service line and company size
- Qualifying questions sent (systems used, current process)
- Discovery call slots offered
- Partner notified with a summary
Sample data for illustration — not a customer case study.
Commercial value
Why it matters to the business
More billable hours
Less time on summaries, drafts and document chasing.
Consistent client experience
Every client gets the same onboarding steps.
Faster proposals
Drafts ready shortly after the discovery call.
- Legal, tax and financial advice remains the responsibility of qualified professionals
- Client confidentiality reflected in data access and provider choice
Example project
Worked examples for this industry
Invoice processing automation for a professional services firm: intake, validation and approval
This illustrative example shows invoice processing automation for a professional services firm that receives invoices, receipts and contracts by email and shared folders. The proposed workflow extracts and validates key fields, matches documents to suppliers and projects, sends exceptions to a review queue and exports data to accounting only after an authorised person has approved it.
Read the walkthroughAI sales assistant for a B2B services company: lead qualification, CRM updates and meeting booking
This illustrative example describes an AI sales assistant for B2B services that handles inbound leads of varying size and readiness. The proposed workflow extracts each prospect's stated needs, applies transparent qualification rules, drafts a personalised reply, keeps the CRM up to date and offers discovery-call slots, while salespeople own pricing, proposals and commercial decisions.
Read the walkthroughRelevant services
Where to start
AI Lead Management
Capture inbound enquiries, qualify them against your criteria, update your CRM and make sure every lead gets followed up.
- Classification & qualification
- CRM updates & staff notifications
- Timed follow-ups and escalation
Business Process Automation
Automate repetitive admin: process incoming emails, extract data, keep systems in sync and produce reports without manual effort.
- n8n, Make, Zapier or custom APIs
- Error handling & monitoring
- Documentation & handover
Document & Data Automation
Extract fields from invoices, forms and contracts, validate them against your rules and send uncertain values to a person.
- Field-level extraction
- Rule-based validation
- Human verification & audit trail
Next step
Find out what's worth automating in your business.
Book a free 30-minute consultation. We'll look at how your team works today and recommend a practical first step, or tell you honestly if automation isn't worth it yet.