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Industry

Professional services

Free your senior people from intake, admin, and chasing.

In professional services, your most expensive people lose hours to intake forms, proposals, and back-office follow-up. We deploy AI that captures and qualifies new enquiries, drafts routine documents, and automates the admin — so partners and consultants spend their time on billable work, not paperwork.

How it works

From input to outcome, in four steps.

01

Enquiry captured

A new client enquiry is captured and enriched the moment it lands.

02

Qualified & routed

It's scored against your criteria and routed to the right person.

03

Admin automated

Intake, scheduling, and routine documents are handled automatically.

04

People do the work

Your team focuses on advice and delivery, not data entry.

What you get

Built to do the work, not demo it.

Automated intake

New enquiries captured, qualified, and routed without manual triage.

Faster proposals

Routine documents and follow-ups drafted from your templates.

Less back-office

Scheduling, reminders, and updates handled in the background.

Senior time protected

Hours returned to the people whose time costs the most.

Who it's for

Built for the teams that run this sector.

Consultancies
Law & legal
Accounting & advisory
Agencies

Questions

Professional services, in plain terms.

Yes. We build on top of the CRM, document, and scheduling tools you already use rather than asking you to switch — capturing, qualifying, and automating around your current stack.

No. It removes repetitive intake and admin so your people focus on advice and delivery. Anything needing judgement is routed to the right person with full context.

Ready when you are

Let's scope Professional services around a number worth moving.

A short call is enough to tell whether this fits your operations — and what a first production deployment in four to six weeks would look like.