All industries
Professional Services

Professional services firms lose billable hours to admin work that shouldn't exist.

Proposal generation, time tracking reconciliation, project reporting, client onboarding paperwork — every hour spent on these is an hour not billed. AI automation eliminates the overhead without adding headcount.

Where the time goes
Proposal generation that takes days per opportunity

Building a client proposal requires pulling together scope templates, past project references, pricing models, and custom sections for each opportunity. Done manually, it takes days — and looks inconsistent across the team.

Project status reporting assembled from multiple tools

Project status for clients and leadership pulls from project management, time tracking, and budget data spread across multiple platforms. Someone spends hours aggregating it into a presentable format every reporting cycle.

Client onboarding that delays project start

New client onboarding — engagement letters, kickoff materials, access setup, contact information collection — is managed through email threads and manual checklists. Delays here delay the start of billable work.

What we build

We build automation for the administrative workflows that consume non-billable time in professional services firms — without disrupting the client-facing work that drives revenue.

Proposal automation: structured proposal generation from templates, with custom sections pulled from a knowledge base of past work — reducing proposal time from days to hours.

Project reporting automation: status reports generated from live project management and time tracking data, formatted for client delivery, reviewed before sending.

Onboarding automation: structured collection of client information, automated generation of engagement documents, and workflow routing through required approvals.

How it works
01
Free Audit

A 45-minute call to map your operations and identify the single highest-ROI workflow to target. No cost, no commitment.

02
Free Working Demo

Within one week, we build a working proof of concept on your actual data. You see it running before you decide anything.

03
Fixed-Fee Build

If the demo works, we scope and build the production system. Fixed fee. You pay only after go-live.

Common questions

Want to see what this looks like in your business?

One call. One week. A working demo built around your operations. No cost.