AI Automation That Turns Billable Time Into Actual Revenue.
Proposal generation, client intake, project status reporting, invoice creation, time-tracking summaries, and knowledge-base automation — so your consultants and lawyers spend time on client work, not administration.
15+ professional services firms automated with this Platform
Why Professional Services Firms Haemorrhage Margin on Non-Billable Work.
In professional services, every hour not spent on client work is a direct margin hit. Yet the average consultant or lawyer spends 35–45% of their time on proposals, reporting, invoicing, and internal coordination — tasks that generate no revenue but consume senior capacity.
Each proposal is written from scratch by a senior team member who pulls content from past projects, re-formats case studies, and drafts pricing calculations manually. A 3-day process that could take 30 minutes.
New clients sign a contract and then... wait. Intake questionnaires, access provisioning, kickoff scheduling, and engagement setup happen ad hoc — leading to slow starts and poor first impressions.
Project managers pull data from time-tracking tools, task boards, and email threads to write status reports manually. Each report takes 1–2 hours. For a 10-project practice, that's a full day every week.
Past project learnings, client preferences, and institutional knowledge live in individual Notion docs, emails, and people's heads. New team members can't leverage what the firm already knows.
Time entries are reviewed manually before invoice creation. Approval chains slow the process. Late invoicing delays cash flow and creates awkward conversations with clients about old work.
Follow-up with prospects, check-ins with dormant clients, and referral requests rely on individual memory and good intentions — not a system. Revenue leaks through every forgotten touchpoint.
The benchmark: A 10-person professional services firm billing at £150/hour loses approximately £280,000–£420,000 annually to non-billable admin — proposal writing, reporting, invoicing, and coordination that could be partially or fully automated.
The Full Professional Services Automation Stack,
Deployed for You.
Six automation layers that recover billable hours, accelerate cash flow, and create a consistent client experience — from first enquiry to final invoice.
AI-Powered Proposal Generation
Inbound brief or discovery call notes trigger AI proposal drafting — pulling relevant case studies from your knowledge base, applying your pricing model, and formatting to your template. Senior review time drops from 3 days to 30 minutes.
Client Intake & Onboarding Automation
Signed contract triggers the full onboarding sequence: intake questionnaire sent, project space created, kickoff meeting scheduled, access provisioned, and welcome pack delivered — all within 2 hours of signature.
Automated Project Status Reporting
Weekly status reports auto-drafted from your project management tool — pulling completed tasks, upcoming milestones, hours logged, and budget consumed. AI writes the narrative, you approve in 5 minutes.
Time Tracking → Invoice Pipeline
Approved time entries automatically grouped by project, formatted into invoice line items, and pushed to your accounting system. Invoice sent to client with one click. Payment chaser triggered if overdue.
Knowledge Base Automation
Project deliverables, client feedback, and meeting notes auto-ingested into a searchable knowledge base. New team members query past work by client type, industry, or challenge. Institutional knowledge stays in the firm.
Business Development Sequences
Proposal follow-ups, quarterly check-ins with existing clients, and referral request timing — all triggered automatically based on relationship stage. No prospect falls through the cracks.
How the Automation Stack Connects End-to-End
Every layer communicates in real time. A single product event can simultaneously update your CRM, score risk, trigger a personalised email, and notify the right rep — all within two seconds.
What Professional Services Firms Measure After 90 Days.
Metrics from active deployments across 15 professional services clients. Post-launch window: 90 days.
Built for Client Confidentiality and Data Security.
Professional services firms handle commercially sensitive client data, privileged legal communications, and confidential strategy documents. Every automation we build is architected to keep that data protected and auditable.
Sensitive fields (emails, phone numbers, payment data) are masked in logs and never passed to third-party AI providers unless explicitly required and separately consented.
Architecture diagrams, data flow maps, encryption specs, and access control policies — everything enterprise security teams need to complete vendor reviews.
Customer data never leaves your chosen cloud region. No cross-region transfer without explicit configuration.
Ready to recover your billable hours?
In 45 minutes we'll walk through your proposal process, reporting workflow, and invoicing cycle — and show you exactly where automation recovers time and revenue specific to your firm.
- Billable utilisation analysis
- Proposal & reporting opportunity map
- Tool stack compatibility review
- No commitment · Response in 24h
Professional Services
Questions Answered.
Real questions from Professional Services teams before they engaged with us — answered plainly.
Ask a QuestionBook a free 45-minute call — we'll answer everything and audit your specific stack.
Let's Build Your
AI Automation Engine
Book a free 45-minute strategy call. We'll map your top automation opportunities, estimate ROI, and show you exactly how we'd build it.
No commitment required · Response within 24 hours · Free audit included