You are answering the same client question by email on Monday, by phone on Wednesday, and again the following week.
📊 Industry Focus
Professional Services
Recover the hours your team spends on admin that does not bill.
Pain Points
Where Professional Services businesses lose time
These show up consistently across Gulf Coast teams in this industry.
A new matter came in, sat in someone's inbox for two days, and the client had to follow up to find out if you received it.
Your invoices go out on time but the reminders do not, because nobody wants to be the one to chase a client for money.
Quick Wins
Automations you can launch fast
Quick to build, measurable within 30 days.
Route new client intake to the right team member automatically, with an immediate confirmation to the client so they know you have it.
Set invoice reminders to go out on a fixed schedule with a payment link — no one on your team has to make that call.
Build an internal reference doc your staff can search for answers to common client questions, so the same person is not answering the same email repeatedly.
FAQ
Frequently Asked Questions
What exactly gets automated and what stays in our hands?
We start with the parts that have no judgment involved — intake routing, invoice reminders, document checklists, scheduling. Anything that requires your professional judgment stays with your team. You decide where the line is.
We have confidentiality obligations. How does this affect client data?
The workflows we build handle scheduling, routing, and reminders — not document content or case files. We do not touch anything inside your practice management system unless you specifically ask us to.
Where do most firms start?
Intake routing and invoice follow-up. Both are painful, both are purely administrative, and both have an immediate impact on cash flow and client experience.
Want a practical AI roadmap?
We prioritize the 1-2 workflows that will save your team the most time first.