AI automations built for UK professional services firms.
Stop haemorrhaging billable hours on chasing documents, onboarding admin, and proposal follow-up. We automate the repetitive work so your team spends time on the work only they can do.
Free · No pitch · 15 minutes
Built for UK professional services firms doing £250K–£2M+ in revenue.
The problems we solve
The same admin problems, every professional services firm.
Onboarding new clients takes far longer than it should.
Welcome emails, ID requests, engagement letters, signed terms. Each step involves someone chasing someone else manually. New clients have a poor first impression and your team spends hours on process instead of work.
Proposals go out and never get followed up properly.
A proposal takes real time to put together. It gets sent, and then the follow-up falls through the cracks because everyone is on other client work. That business goes to whoever was more persistent.
Previous clients go quiet and no one re-engages them.
Clients you did great work for two years ago have new problems right now. Nobody has time to go through the client list and reach out. That repeat business quietly goes elsewhere.
What we build
Four systems professional services firms deploy most.
Client onboarding automation
From the moment a client says yes, the onboarding sequence runs automatically. Welcome email, document requests, engagement letter, signed terms, and a confirmed kickoff call, all handled without anyone manually managing the process. New clients start faster and with a better first impression.
Proposal follow-up sequences
Once a proposal is sent, a structured follow-up sequence runs automatically. A check-in at 48 hours, a value-add message at 5 days, a final nudge at 10 days. Professionally worded, in your voice, without your team having to track each one manually.
Document and information chasing
Outstanding documents, unsigned forms, and missing information are tracked and chased automatically at the right intervals. Your team stops being the admin bottleneck. Work moves forward without someone having to remember what is still outstanding.
Lapsed client re-engagement
Clients you have not heard from in 6, 12, or 18 months are automatically identified and sent a relevant, personalised message at the right time. Seasonal triggers, regulatory deadlines, or service anniversaries can all be used as natural reasons to get back in touch without it feeling like cold outreach.
See real results → AI automation case studies for UK service businesses
A typical client journey, automated
From first enquiry to repeat engagement, every touchpoint handled.
Automated client pipeline: professional services
Enquiry received
Website form / email / referral / LinkedIn
CRM record created
Contact details, service interest, and source logged
Immediate acknowledgement sent
Professional reply confirming next steps within minutes
Proposal sent and follow-up starts
48hr, 5-day, and 10-day sequence runs automatically
Engagement confirmed
Onboarding sequence triggered immediately
Documents collected automatically
Requests sent and chased until complete
Re-engagement at the right time
Lapsed clients contacted automatically on relevant triggers
What changes when the process runs itself.
Every proposal followed up automatically
No more work lost because someone was too busy to chase. Every proposal gets the full sequence.
Admin hours reclaimed per team member
Time that goes back into billable work, client relationships, or simply finishing on time.
Client onboarding from day one
New clients are onboarded the same day they say yes. Documents collected, terms signed, kickoff booked, automatically.
Common questions from professional services firms
Will this work with the practice management software we use?
In most cases, yes. We integrate with commonly used tools including Clio, Practice Panther, Karbon, Xero, and a range of CRMs and email platforms. Where a direct integration does not exist, we build a custom connection. The assessment call is the right place to confirm compatibility.
What about client confidentiality?
We take data handling seriously. All automations are built to process only what is necessary, and we work within your existing data policies. We do not store client data on third-party platforms without your knowledge and sign-off.
Our enquiries are quite complex. Can automation really handle that?
The automation handles the routine parts: acknowledging enquiries, sending onboarding documents, chasing unsigned forms, scheduling calls. Anything that needs professional judgement is routed straight to the right person with full context already compiled. Your team spends time on the work only they can do.
How long does it take to set up?
Most professional services automation systems are live within 14 to 21 days depending on complexity. We handle the full build, testing, and integration, and provide a full handover before anything goes live.
What does it cost?
Each system is custom built per client depending on their current setup and what they want implemented. After the free AI Assessment, depending on what is recommended, a fixed price for the entire setup will be provided.
Ready to stop losing billable hours to admin?
Book a free 15-minute Automation Assessment. We will map the exact workflows eating into your team's time and tell you precisely what we would build.
Free · No pitch · 15 minutes · You'll meet Dylan, not a sales rep