Professional Services
Your people sell expertise by the hour. We build agents that take the proposals, onboarding, timesheets, and status reports so your team spends the day on clients.
What We Build
Consultancies, agencies, and advisory firms lose hours to the admin around the work. Most of it follows patterns.
Drafts start from your past wins, your rate card, and the discovery notes, in your firm's voice.
Contracts, questionnaires, access requests, and kickoff scheduling run from a checklist.
Timesheet entries are drafted from calendars and documents. Invoices assemble from approved time.
Weekly updates are pulled from your project tools and drafted for the engagement lead.
Ask whether you've done this before for a client in this industry, and get answers from your own work.
Inbound leads get a fast reply, qualification, and a booked call. Follow-up never lapses.
Control
How We Start
30 minutes. We learn where the hours go and where an agent fits first.
You get a clear plan, a timeline, and a price before anything gets built.
We build and test against your real scenarios. You sign off before launch.
We go live, monitor closely, and tune based on real use.
Questions
Consultancies, agencies, advisory and accounting practices, and similar firms where expertise is the product.
CRMs, email, calendars, project management tools like Monday, Asana, Notion, and Linear, and your document systems. We confirm the stack on the first call.
That's the goal. We train the drafts on your past work and your guidelines, and your team reviews before anything goes out.
With the task your team complains about most. For many firms that's timesheets or proposals.
Read Next
30 minutes. No nonsense. A clear next step for your professional services team.
Book a Free Consultation