For legal, accounting, and consulting teams that bill for time they keep losing to admin.
We bring the Audit, Design, Deploy, Optimize method to professional services - and measure the lift at every step.
The bottlenecks we hear about most
Sound familiar? These are the patterns that quietly cost professional services teams the most.
Contract and document review devours billable hours.
Proposals are rebuilt from scratch for every prospect.
Time entry is forgotten, reconstructed, and under-billed.
Use cases we've built
Specific automations we deploy in this vertical. Most clients start with one and expand.
Contract review & extraction
Pull key terms, dates, and risks from contracts, with citations.
Proposal generation
Draft tailored proposals from your templates and prior winning work.
Time-entry automation
Capture billable activity automatically so nothing goes un-billed.
Knowledge-base agents
An assistant that answers from your firm’s precedents, policies, and files.
Turn automation into pipeline
Automation frees capacity. Marketing fills it. Two plays that work in this vertical:
Authority-led funnels
Thought-leadership funnels that turn expertise into qualified inquiries.
Referral & nurture automation
Stay top-of-mind with past clients and referral sources automatically.
Built to run in your environment
The compliance and integration realities specific to professional services:
Confidentiality & access control
Matter-level permissions and audit trails on every automated workflow.
DMS & practice-tool integration
Works with your document-management and practice systems.
Explore another vertical
Book a free process audit
A 30-minute discovery call where we map the top three automation opportunities in your business. No cost, no obligation - just the three highest-ROI automations we’d build first.
Book my free audit