Agencies, consultants, legal practices lose enormous amounts of time on meeting admin, proposal writing, lead qualification, and manual CRM updates. We automate these exact bottlenecks so your team can focus on billable work instead of admin.
OUR SERVICES
AI-powered meeting transcription and summary tools integrated with your CRM. After every client call, notes, action items, and next steps are automatically captured, formatted, and logged) no manual write-ups required.
AI document generation that pulls client data from your CRM to produce tailored proposals, SOWs, and contracts in minutes. Eliminate hours spent formatting Word docs and customising templates from scratch.
Intelligent intake forms and chatbots that qualify inbound leads before any human time is spent. Leads are scored, routed to the right team member, and added to your CRM automatically.
Automated follow-up sequences, pipeline stage triggers, and deal tracking that keep your pipeline clean without manual updates. Connect your CRM to email, calendar, and accounting tools.
Connect your project management or time-tracking tools to Xero or MYOB for automatic invoice generation. Get paid faster with automated payment reminders and reconciliation.
Smart call routing, voicemail-to-task conversion, and missed call auto-response via Aircall or similar VoIP tools. Missed calls become logged tasks, not lost leads.
Professional services firms we work with typically save 10–20 hours per week after automation.
WHY AUTOMATE
Save 10–20 hours per week on meeting notes, proposals, and admin
Proposals and contracts generated in minutes, not hours
Never lose a lead (every inbound enquiry is automatically captured and qualified)
CRM always up to date without manual data entry
Invoices go out automatically on project completion
Your team spends time on clients, not copy-pasting
QUESTIONS
We work with HubSpot, Salesforce, Pipedrive, and Folk. We build automation that connects your CRM to your email platform, calendar, proposal tools, and accounting software) so data flows automatically across your entire stack.
Yes. We build document generation workflows that pull client data from your CRM, apply your templates, and produce professional proposals or contracts ready for review and e-signature. Most clients go from 2–3 hours per proposal to under 20 minutes.
Most professional services automation projects are delivered in 30 days. Week 1 we audit your biggest bottlenecks, weeks 2–3 we build and test the automations, and week 4 we deploy with team training and SOP handover.
GET STARTED
Take our free Workflow Scorecard to find where your team is losing hours, or book a 15-minute call to discuss your automation needs.
Salesforce
HubSpot
Folk
Xero
MYOB
QuickBooks
Shopify
WooCommerce
n8n
Make.com
Relay
AirCall