AI Operations for Professional Services
Turn inquiries into engaged clients without the back-and-forth.
Client-facing firms face the same bottlenecks as field businesses: intake, scheduling, communication and reporting. We automate them, built with secure handling of sensitive client data.
Built for law firms, accounting firms, consultancies, agencies and insurance offices.
- Intake that never sleeps
- Scheduling that respects your calendar
- Follow-up that protects the relationship
- Integrates with practice management, CRM and calendar tools
The reality of your operations
What slows professional services teams down
Intake that eats billable hours
New inquiries are logged, screened and routed by hand instead of automatically.
Scheduling back-and-forth
Booking consultations takes several emails or calls that nobody has time for.
Slow follow-up on new inquiries
Prospects wait days for a response and quietly go to another firm.
Document and reminder chasing
Staff spend hours reminding clients to send forms and signatures.
How we help
Systems that fit how you work
Voice AI Agents
Every call is answered around the clock with your intake questions, consultations are booked on the spot and the advisor gets a summary before the meeting.
Learn moreClient Communication
Inquiry responses, reminders and follow-ups go out automatically, so new clients never go quiet after the first conversation.
Learn moreWorkflow Automation
New clients move from inquiry to signed engagement without anyone chasing forms, documents or signatures.
Learn moreOperational Reporting & Dashboards
Response times and utilization are visible across the firm, flagging overloaded staff and slow follow-ups.
Learn moreSample workflow
From new inquiry to signed engagement
- 01
New inquiry
Every call, email or form is captured the moment it arrives, any time of day.
- 02
AI intake and conflict-check questions
Key details are collected and conflict-check questions are asked up front.
- 03
Consultation booked
The client picks a time that respects your calendar.
- 04
Engagement documents sent
Engagement letters and intake documents are generated and sent for signature.
- 05
Reminders until signed
Automatic follow-ups continue until every document is back.
Tools we work with
Fits the software you already use
We integrate with practice management, CRM and calendar tools.
- Salesforce
HubSpot
Zapier
QuickBooks
Google Calendar
- Slack
Make
Airtable
n8n
Gmail
Stripe
- Microsoft Outlook
Plus hundreds more through direct connections and automation platforms.
Proof
Be the first in your industry
Become a founding client
We're building our first professional services case study. Work closely with our team, shape the system around your operation and become the story other professional services businesses read about.
Talk to us about itFAQ
Common questions
Every system is built with secure handling of sensitive client data.
Other industries
Explore the other industries we serve
Construction
AI systems for general contractors and specialty trades running crews across job sites.
Explore
Residential Builders & Remodelers
Lead intake, client updates and scheduling for home builders and remodeling firms.
Explore
Home Services
Answering calls, dispatch and follow-up for HVAC, plumbing, electrical and other service companies.
Explore
Project Delivery Services
Reporting and coordination for firms delivering multi-stakeholder projects.
Explore
Delivery & Logistics
Dispatch, route changes and customer updates for delivery and courier operations.
Explore
Property Management
Maintenance intake, vendor dispatch and resident communication for property managers.
ExploreReady to take the busywork out of operations?
Book a strategy call and we'll map the highest-impact AI workflows for your business — no fluff, just outcomes.