Industry · Professional Services
Keep billable people on billable work
Margin disappears when skilled people do clerical work. We automate document handling, data entry, reporting, and routine client comms so your team stays on the work clients pay for.
- Build
- from $6k, one-time
- Ongoing
- $250-700/mo
- Live in
- ~2 weeks
- Ownership
- yours, forever
Typical engagement. Your exact scope and price come out of the free assessment.
01 / The friction
Where professional services lose the hours
- 01Skilled staff stuck on data entry and admin
- 02Documents processed and filed by hand
- 03Manual, repetitive reporting
- 04Inconsistent client follow-up
- 0%
- Less re-keying
- Document data extracted and routed without manual entry.
- 0-day
- Faster reporting
- Self-updating reports instead of week-end spreadsheet rebuilds.
- 0+
- Hrs/week reclaimed
- Skilled time returned from admin to billable work.
03 / The math
What it gives back
Move the slider to your volume. This is the time automation takes off the team, before we have even talked.
Where your hours go.
Set your volume and see the time automation gives back across the workflows that drain a professional services team most. An estimate, not a promise.
Model: volume x how often each workflow fires x minutes saved each, at 80% automated. Your real numbers come out of the assessment.
Put a number on your team04 / What we automate
The professional services workflows we take first
We start with the work costing the most time today, then expand once it proves out.
- 01Document processingExtract, classify, and route document data with no manual re-keying.
- 02Bookkeeping automationRoutine accounting tasks handled, with humans reviewing the exceptions.
- 03Client workflowsOnboarding, status updates, and reporting that run the same way every time.
05 / Compliance
Built to your rules, not around them
SOC 2 & confidentiality
Built self-hosted where it matters, with access controls, logging, and human review, so client documents and work product never leave infrastructure you control.
06 / The stack
Services that fit Professional Services
The AI services that most often move the needle for this industry. Each is a build you own.
- Document Processing & OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.
- AI-Powered Accounting & BookkeepingAutomate financial record-keeping, categorization, and reporting with AI that learns your business.
- Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.
- AI-Powered CRM SystemsSmart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value.
- AI Data Entry AutomationEliminate manual data entry with AI that reads, understands, and inputs data across your systems automatically.
07 / Near you
Professional Services automation in your market
Multi-location teams run the same build across markets while keeping local data and staff clear. Pick a market to see it localized.
Nearby markets we also serve
08 / By market
Top professional services markets
09 / Proof
Professional Services builds
Real automation work in this industry. The setup, the rollout, and the measured results.
- Ending manual data entry for an accounting firmDocument automation and reconciliation cut manual data entry 90% and recovered 18+ billable hours a week from clerical work.
- Automating document drafting and intake for a law firmAutomated client intake and first-draft document generation cut document turnaround by 70% and freed attorneys from repetitive drafting and data entry.
- Cutting onboarding from days to hours for an enterprise HR teamAutomated onboarding orchestration across systems cut new-hire setup from days to hours and removed a backlog of manual provisioning and paperwork.
10 / Other industries
Not your world? We probably have it.
11 / FAQs
Professional Services questions
How accurate is document extraction?
We set clear accuracy targets, keep human review on anything ambiguous, and improve the system from real usage until it meets the bar.
Ready to automate your professional services business?
Thirty minutes, no pitch deck. We map your operations, find the friction, and show where automation earns its keep. No subscription, no lock-in, no surprise invoices.