AI Automation for Professional Services

Workflow automation for professional services, built for consulting firms and agencies

Proposals built from scratch, client onboarding, timesheets that don't match the bills, research pulled together by hand and the same status reports every week. We automate the admin around client work for consulting firms, agencies and advisory firms, connected to the tools you already use.

Find What You Can Automate See the workflows

Built for consulting, advisory and agency teams of 10–100 people. Your data, your tools, your review process.

Brief to project, automated

  1. Brief arrivesEmail or call notesRead
  2. Proposal draftedFrom your templates and past workDraft ready
  3. Project set upCRM, project tool and billingSynced
  4. Partner reviewsJudgment stays with youYour call

Anything unusual goes to your team to review first.

Your billable people are doing admin between engagements

In most consulting firms and agencies we talk to, skilled people spend a surprising part of their week on:

Every hour here is an hour not spent with clients, and usually an hour you can't bill.

  • Writing proposals and statements of work from scratch, or from last month's copy
  • Setting up each new client across the CRM, project tool and billing system
  • Chasing timesheets and reconciling them against invoices
  • Pulling research and data together for every deck
  • Writing the same weekly status reports for clients
  • Updating the CRM after every call and meeting

What workflow automation for professional services covers

Proposals and statements of work

Today

Each proposal is built by hand from old documents.

Automated

Briefs are read and a first-draft proposal or statement of work is assembled from your templates, rates and past work, ready for a partner to shape.

Client onboarding

Today

New clients are set up by hand in several systems.

Automated

A signed engagement triggers setup across your CRM, project tool, shared drive and billing, with onboarding tasks tracked automatically. See client onboarding automation.

Timesheets and billing

Today

Timesheets are chased, checked and matched to invoices by hand.

Automated

Reminders go out automatically, time is checked against the engagement budget, and draft invoices are prepared for review, with overruns flagged.

Research and information gathering

Today

Consultants collect and summarize information from many sources for every project.

Automated

Sources you choose are gathered and summarized into a first-draft brief, with links back to each source so your team can check them.

Client status reporting

Today

Weekly updates are written from scratch for each client.

Automated

Progress, milestones and budget are pulled from your tools into a draft status report for the engagement lead to review and send.

CRM and pipeline updates

Today

Notes from calls and emails are added to the CRM late, or not at all.

Automated

Meeting notes and emails update the CRM, next steps are logged, and follow-ups are drafted for the consultant to send.

Every firm runs these differently. We map your version before building anything. Law firm or accounting practice? See legal workflow automation and accounting workflow automation.

What changes for your team?

  • BeforeProposals start from a blank page

    AfterProposals start from a tailored first draft

  • BeforeNew clients are set up in several systems

    AfterNew clients are set up once, everywhere

  • BeforeTimesheets are chased every week

    AfterTimesheets are prompted and checked automatically

  • BeforeStatus reports are rewritten each week

    AfterStatus reports are drafted and ready for review

  • BeforeThe CRM is always out of date

    AfterThe CRM updates itself after calls and emails

Client judgment stays with your team

Automation drafts, gathers and organizes. Recommendations, pricing and anything sent to a client stay with your people, and you decide where the review points sit.

  • Human review where it matters.

    When the AI isn't confident, or the stakes are high, the item goes to a person to check before anything is posted.

  • Rules, not guesswork.

    We add validation checks (totals, formats, duplicates, matching against your records) on top of the AI.

  • A clear audit trail.

    Every automated action is logged: what came in, what was extracted, what changed, and who approved it.

  • Your data stays protected.

    We sign an NDA before we see your data, access is limited to what the automation needs, and we never use your data to train AI models.

  • Built for confidential client work.

    We sign an NDA with your firm, access is limited to what each automation needs, every action is logged, and client data is never used to train AI models.

Works with the tools your firm already uses

We connect to your existing tools, including:

Works with

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Projects, time and PSA

  • Asana
  • Monday.com
  • ClickUp
  • Harvest
  • Toggl Track
  • Kantata
  • Productive

Accounting

  • Xero
  • QuickBooks Online
  • FreeAgent

Documents and e-signature

  • SharePoint
  • Google Drive
  • Notion
  • DocuSign

Email and communication

  • Microsoft 365 / Outlook
  • Google Workspace
  • Slack
  • Microsoft Teams

Using something not listed? If it can be reached, we can usually connect to it.

How it works

  1. Audit

    We follow an engagement through your firm, from first brief to final invoice, and see where your team's time goes.

  2. Identify

    We pinpoint the processes where automation will realistically pay for itself, and tell you which ones won't.

  3. Build

    We build the AI-powered automation, with checks and human review where the stakes are high.

  4. Integrate

    We connect it to the software your team already uses, so nobody has to learn a new tool.

  5. Improve

    We monitor it, fix issues, and expand it as your business changes.

Professional services workflow automation: common questions

What is workflow automation for professional services?

Workflow automation for professional services uses software, and increasingly AI, to handle the repetitive admin around client work: proposals, client onboarding, timesheets and billing, research gathering, status reporting and CRM updates. For consulting firms and agencies, it means more of each week goes on billable work.

Is this PSA software?

No. PSA (professional services automation) software is a platform you buy and move your work into. We build automation around the tools you already use, including a PSA if you have one, so the steps between your CRM, projects, timesheets and billing happen without retyping.

Which firms is this for?

Consulting and advisory firms, agencies and other B2B service firms of 10–100 people, where the same proposal, onboarding, timesheet and reporting work repeats for every client. Law firms and accounting practices have their own pages.

Will AI write our recommendations?

No. AI can prepare first drafts and gather information, but recommendations, pricing and anything sent to a client stay with your team.

Can it use our past proposals and templates?

Yes. Drafts are built from the templates, rate cards and past documents you choose, so they sound like your firm. Your team always edits and approves them.

Where should a consulting firm or agency start?

Usually with proposals, onboarding or timesheets. They happen for every engagement and follow a clear pattern, so they pay back quickly.

Let's find the first process to automate at your firm.

Tell us where your team loses the most time: proposals, onboarding, timesheets, research or reporting. We'll tell you what AI can realistically handle.

Find What You Can Automate

Free assessment. No commitment. If something isn't worth automating, we'll say so.

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