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Law · Accounting · Consulting · Financial Advisory

Automate the admin. Bill more hours.

Professional services firms lose thousands of billable hours a year to intake, drafting, status updates, and follow-up. I build the systems that handle the paperwork so your team can focus on the work that actually pays.

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Free Tool

The Billable Hour Recovery Calculator

The average professional services firm loses 11.3 billable hours per person per week to admin. See your firm's number.

5 people
1 people50 people
$175/hr
$50/hr$600/hr
11 hrs
2 hrs25 hrs

Annual Billable Hour Leakage

$500,500

$41,708/mo  ·  55 hrs/week lost to admin

vs. Industry Average

$13,650 below average

industry avg 11.3 hrs/person/week

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Shows exactly how to recover your $500,500 — delivered within 24 hours.

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Sound familiar?
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Drafting intake forms, engagement letters, and proposals from scratch every time

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Client follow-ups falling through the cracks

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Weekly status updates written (or skipped) manually

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New client onboarding taking days instead of hours

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Billing and timesheet data scattered across tools

Real Use Cases

Real hours recovered.

These are the automations I build most often for professional services businesses. Your assessment identifies which ones matter most for yours.

01

Client intake → CRM, zero manual entry

Before

Intake call finishes. Notes sit in a doc. Someone manually creates the matter in Clio or HubSpot two days later.

After

Intake call transcript → matter auto-created in your CRM → engagement letter drafted → onboarding checklist triggered.

Typical recovery:~6 hrs/week
02

Document drafting from templates

Before

Paralegal or associate hunts for the last similar engagement, edits line by line, routes for review.

After

Brief or intake form → AI drafts from your templates → attorney reviews and signs off the final 10%.

Typical recovery:~8 hrs/week
03

Automated client status updates

Before

Weekly updates written one by one from memory — often skipped because there's no time.

After

Weekly matter-status email drafted automatically from your calendar, notes, and task list. You review and send.

Typical recovery:~3 hrs/week + better client retention
04

Proposal generation from discovery call

Before

Discovery call wraps. Consultant writes a proposal from scratch over the next two days.

After

Call notes fed into AI → proposal structured to your format and brand → ready for review in 30 minutes.

Typical recovery:~4 hrs per proposal
What Gets Built

Products for Professional Services

Every engagement is scoped during your free assessment. Here is what is available for your industry.

Instant Lead Response

Replies to every new inquiry within 60 seconds — web form, email, or missed call — with a personalized message and a booking link. Works while you sleep.

ReplacesManual inbox monitoring
Saves2–4 hrs/week

Quote & Proposal Generator

Turns your call notes or a short intake form into a formatted, branded proposal ready to send. No writing, no copy-paste, no delay.

ReplacesHours of manual proposal writing
Saves2–4 hrs per proposal

Appointment Booking Bot

Handles scheduling entirely — qualification questions, calendar availability, confirmations, and reminders — without a single back-and-forth email.

ReplacesPhone tag and scheduling emails
Saves3–5 hrs/week

No-Show Reminder Sequence

Multi-touch SMS and email reminders that cut no-show rates by 40–60%. Automatically reschedules cancellations and logs outcomes to your CRM.

ReplacesFront-desk reminder calls
Saves1–2 hrs/week + recovered revenue

Client Onboarding Pipeline

From signed contract to fully onboarded client — welcome email, document collection, intake forms, kickoff scheduling, and internal task creation. All automatic.

ReplacesManual onboarding checklists
Saves2–4 hrs per new client

Invoice & Payment Follow-Up

Automated reminders for unpaid invoices at day 3, 7, and 14 — personalized by client, escalating in tone. Stops awkward manual chasing.

ReplacesChasing clients for payment
Saves2–3 hrs/week

AI Website Chat

A trained AI assistant on your site that answers FAQs, qualifies visitors, and books calls — 24/7. Knows your services, pricing, and how you work.

ReplacesMissed after-hours inquiries
Saves5–8 hrs/week in phone screening

Weekly Business Digest

Automated Monday morning summary of your key numbers — revenue, open leads, overdue follow-ups, and jobs completed. Delivered to your inbox before your first call.

ReplacesManual reporting and spreadsheet pulls
Saves2–3 hrs/week in reporting

Intake Concierge

$297–$997/mo

AI answers every inquiry 24/7 — voice, web form, or text. Extracts a structured brief, runs a conflict check, and books the appointment before your team picks up the phone.

ReplacesMissed after-hours leads + manual intake
Saves3–5 leads/month recovered

“The assessment alone was worth more than any consulting engagement I've paid for. Specific, clear, and tied to actual dollars.”

— Consulting Firm Principal

Free Assessment

Ready to see what you could recover?

Professional services firms typically recover 10–18 hours per week. The assessment is free, and the written roadmap is yours to keep regardless.

No commitment. Written roadmap delivered within 24 hours.

Free 30-min assessment
Written roadmap within 24 hours