New
Automation built for accounting, legal & consulting →
Free 30-minute call · No obligation · Trusted by 50+ businesses
New client onboarded
Engagement letter signed
Timesheet reminder
Sent Friday 3:00 pm
Built around the tools your team already uses
ACCOUNTING, LEGAL & CONSULTING
We build workflows that take real actions in your systems, then hand off to your team when a human should decide.
Intake form received
Engagement letter signed
Welcome pack sent
Client onboarding
Intake, engagement letters, ID checks and welcome emails handled in one flow.
Documents requested
Files saved to folder
Inbox summary sent
Documents & email
Chase, collect, file and summarise documents and emails automatically.
Timesheet reminder sent
WIP report generated
Invoice drafted
Reporting & billing
Timesheets, WIP reports and invoices prepared without the end-of-month scramble.
HOW IT WORKS
A clear, low-risk path from your first call to automations your team actually relies on.
01
Strategy call
A free 30-minute call to find the work that costs your team the most time.
02
Automation plan
We map the workflow, the data and where a human should approve, before anything is built.
03
Build & connect
We build it into your existing tools, test the edge cases and train your team.
04
Run & improve
We monitor, measure the hours saved and expand only where the return is clear.
CALCULATOR
Move the sliders to estimate the time and money repetitive work is costing your team right now.
FAQ
What can be automated in a professional services firm?
Can AI help prepare documents and reports?
How do you keep client information confidential?
Does it integrate with our practice management software?
How do we get started?
Book a free strategy call and leave with a clear plan for your first automation.