Keep your team billable. AI handles client intake, scheduling, follow-up, and routine communication so your professionals spend time on high-value work — not admin.
Every hour your team spends on intake, scheduling, and routine follow-up is an hour not spent on the work clients actually pay for.
New client onboarding involves collecting information, signing agreements, running conflicts checks, and coordinating scheduling — a multi-step process that delays billable work and frustrates clients.
Back-and-forth email chains to find a meeting time, manual calendar management, and rescheduling coordination are invisible time drains that add up to hours every week.
Documents not returned, invoices not paid, decisions not made — keeping clients moving through their matter takes constant nudging that nobody has time to do consistently.
We build intake, scheduling, and client communication automations tailored to professional services firms — so your team stays focused on the work that actually moves the needle.
New client inquiries trigger an automated intake sequence — collecting the information you need, sending engagement letters or NDAs for e-signature, and routing the completed file to the right team member automatically.
Clients book consultations, check-in calls, and follow-up appointments directly through a calendar link — no email back-and-forth, automatic reminders, and CRM sync without anyone touching it.
Outstanding documents, unpaid invoices, and pending decisions trigger automated follow-up messages on a schedule — polite, professional, and consistent without your team having to track each one manually.
An AI voice agent answers calls, handles common questions about services and availability, routes urgent calls to the right person, and takes messages for everything else — so no call goes unacknowledged.
Indicative outcomes from well-implemented AI automation in this industry. Actual results vary by business size, workflow complexity, and implementation.
For law firms and other regulated professional services, we discuss data handling, privilege considerations, and confidentiality requirements before building anything. We do not recommend AI systems that would compromise client privilege or violate professional responsibility rules.
We work with Clio, MyCase, practice management platforms, HubSpot, Salesforce, and most tools with API access. We confirm compatibility during scoping before any commitment.
We design communication automations carefully for professional services — focusing on scheduling, document collection, and status updates rather than substantive client communications. For regulated professions like law, we discuss privilege and confidentiality boundaries specifically during scoping.
Done well, automation makes the client experience feel more attentive, not less — because follow-ups happen consistently and promptly rather than getting lost in someone's inbox. We design the tone to match your firm's voice.
Most professional services automations go live in 2–4 weeks depending on integration complexity. Scheduling automation and intake are typically the fastest to deploy.
Book a 15-minute fit check and we'll show you exactly which admin workflows are the best candidates for automation at your firm.