Use casesProfessional services
More billable hours, less admin
Your people are your product, and too much of their week goes on intake, status updates and timesheets. We take the admin off their plate so the hours go to clients.
01Where the week goes
What slows professional services teams down
- 01
Intake by email
New requests arrive in a shared inbox and wait for someone to qualify, quote and assign them.
- 02
Status updates by hand
Senior people spend Friday afternoons writing reports clients skim in a minute.
- 03
Knowledge in people's heads
Past proposals, templates and answers exist, but finding them takes longer than starting again.
02Use cases
What we automate first
Enquiry to proposal
- When
- A prospect fills in your contact form
- What happens
- The company is researched, the enquiry scored, and a first draft proposal built from your past work, ready for a partner to review.
Client reports that write themselves
- When
- It is Friday and every client expects an update
- What happens
- Progress, hours and next steps pulled from your project tool and drafted into a short update for each client.
Ask the firm
- When
- Someone needs the clause, template or answer you used last year
- What happens
- An assistant searches your documents and past work and answers with the source linked, inside Slack or Teams.
Time and billing without the chase
- When
- The month closes and timesheets are missing
- What happens
- Time suggested from calendars and activity, reminders sent, and invoices drafted in your accounting tool.
03Where to start
Most firms start with intake or client reporting: both pay back within weeks and nobody misses doing them by hand.
Not sure where to start?
Answer ten questions and get a first read on where AI would save your team time. It takes three minutes and you see the results straight away.