Automation for accounting firms, law practices and agencies.
Client intake, document handling, compliance work, reporting — professional services run on exactly the kind of repetitive, document-heavy processes automation removes best. Fixed price, two to three weeks, guaranteed in writing.
The five leaks we see most in professional services
- Client intake: the same details collected by email, re-typed into the practice system, the billing tool and the engagement letter.
- Documents: contracts, statements and supporting files arriving in every format, filed and renamed by hand.
- Compliance work: KYC checks, deadline tracking and registers maintained in spreadsheets nobody fully trusts.
- Reporting: the same client status and billing reports assembled manually every week or month.
- Follow-ups: chasing missing documents and signatures over email, one client at a time.
Three patterns that fit this industry
Intake to system, untouched by hand
A new client fills one form (or sends one email) and the details land in your practice management, billing and document systems — consistently, with nothing re-typed.
Document AI on the paper flow
Incoming invoices, statements and contracts read automatically — key fields extracted into your software, files named and filed by rule, exceptions flagged to a person.
Reports that assemble themselves
Recurring client and internal reports built automatically from the systems you already run, delivered on schedule, with a human reviewing instead of assembling.
From first call to live, in weeks
The audit finds which of your processes leaks the most hours and what it would take to close it. The sprint then builds exactly that — priced before we start, with the target number in writing.
Confidentiality is the default here: NDA before discovery, EU-region hosting, GDPR designed in from day one.
The builds this usually turns into
Which process is eating your billable hours?
Thirty minutes, no commitment. We'll tell you if it's worth automating — including "don't bother" if that's the truth.
Book a free discovery call