AI for Professional Services

AI Automation for Professional Services

Client onboarding takes days. Proposals eat your evenings. Document processing feels like it belongs in 1998. AI handles the busywork so your team can focus on billable, high-value work.

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New client inquiry received

AI sends onboarding pack

Documents collected and verified

Proposal auto-drafted from brief

CRM updated, tasks assigned

More billable hours

AI Overview

AI automation for professional services accelerates client onboarding, automates document processing, drafts proposals from structured briefs, and keeps CRMs updated without manual entry. The aim is to shift routine admin off your team so more of the day goes to billable work.

The bottlenecks costing you billable hours.

Your expertise is what clients pay for. Your admin work isn't.

Client onboarding drags on

Engagement letters, ID verification, document collection, system setup. A new client takes 3–5 days to onboard. Meanwhile, they're wondering if they made the right choice.

Document processing is manual

Bank statements, tax returns, contracts, compliance docs. Your team spends hours extracting data from PDFs and re-keying it into systems. It's tedious, error-prone, and nobody's idea of a good time.

Proposal drafting eats evenings

Every proposal is written from scratch. Scope, pricing, timelines, terms, assembled manually each time. Proposals eat hours that could go to client work.

The automations that unlock more billable hours.

Client Onboarding Flows

New inquiry triggers engagement letter, ID collection, document requests, and system setup, all automated. Clients are onboarded far sooner than a manual process allows.

Document Processing

AI extracts data from bank statements, tax returns, and contracts. Key figures are validated and populated into your systems. What took hours now takes minutes.

Proposal Automation

Feed AI a client brief and it drafts a complete proposal: scope, pricing, timeline, and terms from your templates. You review and tweak instead of writing from scratch.

CRM Integration

Every client interaction, document, and milestone updates your CRM automatically. No manual logging. Your pipeline stays current without anyone touching it.

Integrates with your professional stack.

Xero

Practice Ignition

HubSpot

Plus Salesforce, DocuSign, Microsoft 365, and 200+ apps via workflow automation.

Example Scenario

What this could look like for an accounting firm.

An illustrative example of how these automations fit together. It is not a specific client, and results depend on your firm and workflows.

Before AI

✕Client onboarding stretched across several business days
✕Every proposal drafted manually from scratch
✕CRM data outdated within days
✕Document processing bottleneck during tax season

After AI

✓Clients onboarded far sooner, often the same day
✓Proposals drafted from templates, then reviewed
✓CRM always current, with no manual updates
✓Document data extracted and checked automatically

Questions professional services firms ask.

Will AI-generated proposals sound like us?

Yes. We train the AI on your existing proposals, tone of voice, and templates. It drafts using your language and formatting. You review and approve, so the output sounds like your best writer on their best day.

How does document processing work with sensitive financial data?

AI processes documents within your secure environment. We don't store client data externally. The system extracts key figures, validates them against expected ranges, and flags anomalies for human review. Your compliance requirements stay intact.

Can this integrate with Xero and Practice Ignition?

Absolutely. We integrate with Xero, Practice Ignition (now Ignition), HubSpot, and most tools in the professional services stack. New client data flows between systems automatically, with no duplicate entry.

What if a client's onboarding needs are non-standard?

The AI handles the routine cases. Non-standard requirements get flagged and routed to the right person on your team with full context. You get the efficiency of automation without losing the flexibility of human judgement.

How quickly can we get started?

Most firms go live within 2 weeks. We typically start with onboarding automation and proposal drafting, the highest-impact and lowest-risk wins. Start with a free AI audit to see where you'll save the most time.

Automations for Professional Services

Automations built for accounting, legal, consulting, and advisory firms.

Free AI Audit for Professional Services

We'll audit your client workflows and show you exactly where AI can recover billable hours, speed up onboarding, and eliminate busywork. No obligation.

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