Automation for professional services firms.
The scarcest resource is fee-earner time, and a surprising amount of it goes on qualifying enquiries and re-entering information the client already gave you.
The four leaks we see most often.
Unqualified enquiries reaching senior people
Partners spend chargeable time on calls that were never going to become instructions.
Intake collected by email tennis
Details arrive across a dozen messages and get rekeyed into the practice system by hand.
Onboarding that takes a week
Engagement letters, ID checks and welcome packs assembled manually every single time.
Deadlines tracked in someone's head
Filing dates and review points depend on one person remembering to look.
The stack that usually fixes it.
Not all at once. The audit decides the order, and it starts with whichever one is costing you the most right now.
Not in this sector? If your business generates enquiries, there's probably something we can automate.
Audit, design, build, deploy, optimise.
A clear path with a decision point before anything gets built. You see what is worth automating — and what is not — before you commit.
Audit
We map where enquiries are lost and where time goes, then show you what is worth automating first and what is not.
Design
We agree exactly what the system will do, what it will never do, and where it hands over to a person.
Build
We build it around the tools you already pay for. No migration, no new platform for your team to learn.
Deploy
We test against your real workflows and edge cases before a single customer touches it, then launch.
Optimise
We monitor it in production, fix what breaks and refine what works, as an ongoing service.
See where your practice is losing enquiries.
Thirty minutes, no cost, and a written roadmap at the end of it.