Industries · Professional Services
Client intake without the admin drag.
For consultants, agencies, CAs and legal practices, the billable hour dies in intake, document chasing and status updates.
Where it breaks today
Senior people spend their week collecting documents and answering "what is the status?".
What it looks like automated
EnquiryIntake formDocuments collectedWork assignedStatus updatesInvoice
What we automate
Built for professional services.
Client intake
Requirements and scope captured in a structured way up front.
Document collection
Requested, chased and organised without manual reminders.
Status updates
Clients kept informed automatically at each milestone.
Billing and reminders
Invoices raised and followed up on a schedule.
Meeting scheduling
Calls booked into real availability, with reminders.
Internal handoffs
Work moves between team members with context intact.
Find what you can automate.
Thirty minutes, your actual workflows, and a clear list of what can be automated first — before you commit to anything.