AI Automation for Professional Services

More Billable Hours. Less Admin.

AI automation for law firms, accounting practices, and consultancies. Automate client intake, scheduling, and follow-up so your team focuses on billable work.

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The Problems You Know Too Well

Client Intake Is a Time Sink

Manually collecting client information, scheduling consultations, and sending engagement letters eats hours every week. New clients wait days for a response.

Law firms lose 40% of leads due to slow response times

Scheduling Back-and-Forth

Coordinating meetings across multiple calendars, time zones, and availability windows creates endless email chains and missed opportunities.

Follow-Up Falls Through the Cracks

Proposals go unsent, renewals get missed, and past clients forget you exist. Without automated touchpoints, revenue walks out the door.

How We Solve It

Automated Client Intake

Capture leads 24/7 with AI-powered intake forms that qualify prospects, collect documents, and schedule consultations automatically.

Workflow:New inquiry → AI qualifies via intake form → Collects documents → Schedules consultation → Sends confirmation + prep materials → Logs to CRM

Smart Scheduling

Eliminate scheduling friction. Clients book directly into available slots, get reminders, and receive prep instructions — all automated.

Workflow:Client clicks booking link → Sees real-time availability → Books slot → Confirmation + reminder sequence → Pre-meeting prep sent → Calendar synced

Client Nurture & Retention

Automated follow-up sequences that keep your firm top-of-mind. Proposal reminders, review requests, and re-engagement campaigns run on autopilot.

Workflow:Engagement ends → Thank you + review request (7 days) → Quarterly check-in → Annual renewal reminder → Referral request sequence

Connects to Your Existing Tools

ClioQuickBooksCalendlyGoogle WorkspaceSalesforceDocuSign

Don't see your tool? If it has an API, we can connect it.

Recommended for Professional Services

growth Tier

Professional service firms typically need intake, scheduling, and follow-up workflows connected across their practice management and CRM systems.

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Frequently Asked Questions

Yes. We integrate with Clio, PracticePanther, MyCase, and other practice management platforms. If your tool has an API, we can connect it.

Absolutely. The automated intake flow can request specific documents, accept uploads, and route them to the right team member — all before the first meeting.

Automated touchpoints — quarterly check-ins, renewal reminders, review requests, and referral campaigns — run without your team lifting a finger. Clients stay engaged and your pipeline stays full.

Yes. All automations handle data with encryption in transit and at rest. We never store sensitive client information outside your existing systems and follow industry-standard security practices.

Ready to Automate Your Business?

Book a free Discovery Call and we'll map out exactly where AI automation can save you time and money. No commitment, no generic pitch — just a custom plan built for your business.

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