Professional Services
Law firms, accounting practices, consultants, and agencies all share the same problem: the gap between winning a client and billing them is filled with manual steps. We close that gap.
Book Free Audit →What we see in professional services
- •Deal won in your customer system → client manually added to billing system, onboarding checklist, project tool
- •Proposal approved → invoice manually created rather than generated from proposal data
- •Client enquiry comes in → sorted by hand, logged by hand, followed up by hand
- •Matter closed → review request, archive, and billing reconciliation all done by hand
Common automations for professional services
Deal won → Client onboarding
When a deal closes in your customer system, a client record is created in your billing system, an onboarding checklist is generated, and a welcome email goes out automatically.
Proposal → Invoice
Accepted proposals automatically generate a corresponding invoice in Xero or MYOB, pulling line items and client details directly from the proposal data.
Enquiry routing
New website or email enquiries are classified by type and routed to the right team member, with a lead record created automatically in your customer system.
Matter/project updates
Automated status updates go to clients at key project milestones, so no team member has to remember to send them.
Time-tracking → Invoice
Tracked time from project management tools automatically flows to billing summaries and draft invoices on a weekly or monthly cadence.
Review request automation
Matter or project completion triggers a review request to the client at the right moment, not weeks later when someone finally remembers.
Tools we connect for professional services firms
Reduce the admin between winning work and billing for it.
Book a free audit and we'll map the gaps in your current client lifecycle.
Book Free Audit →