Workflow
Inquiry to qualified lead
Capture and score an inbound inquiry, enrich it, and assign the right owner with a task and alert.
Industry
Automation for Professional Services and Client-Based Teams
Client-based businesses lose margin in admin: qualifying leads, chasing intake, building proposals, and onboarding. We automate that layer so billable time goes to client work.
Leads qualifiedand routed without manual sorting
Intake standardizedwith documents and data captured cleanly
Onboarding automatedfrom signed proposal to kickoff
What we automate
The workflows we build for you.
Workflow
Signed proposal to onboarding
Kick off onboarding tasks, document requests, and reminders automatically once an engagement is confirmed.
Workflow
Project and billing handoffs
Move data between CRM, project tools, and billing so delivery and invoicing stay in sync.
How we work
From first workflow to live system.
Every build follows the same disciplined path, so you always know what happens next and where things stand.
- 01
Map the workflow
We find where work enters, what breaks, and which systems have to stay in sync.
- 02
Build the automation
We implement the logic, AI, approvals, and integrations that remove the manual steps.
- 03
Launch with control
We test the edge cases, document the flow, and hand off a system your team can trust.
Keep exploring
Pages that pair with Professional Services Automation.
FAQ
Good to know.
What can professional services automation do for an agency or firm?
It automates the non-billable layer: qualifying and routing leads, standardizing client intake, speeding proposals and onboarding, and keeping billing and reporting in sync so more time goes to client work.
Can you automate client intake and onboarding?
Yes. We standardize intake, collect required documents, and trigger onboarding tasks and reminders automatically once an engagement is confirmed.
Next step
Tell us the workflow slowing your team down.
Share your stack and the bottleneck. We'll map the first automation worth building and how it rolls out.