Agencies & professional services
your seniors back on billable work
In a professional firm, your most expensive people lose hours to coordination, onboarding and status chasing. We automate the operational layer so the work gets done and the senior time goes back where it pays.
Agencies and professional firms sell expertise, then spend a third of the week on everything that is not expertise. New clients need onboarding packs, engagement letters and kickoff scheduling. Live projects need status updates, internal handoffs and the gentle chasing that keeps things moving. None of it is hard, all of it is constant, and most of it lands on the people you bill out at the highest rate. We automate the repeatable parts so that work simply happens in the background.
The second win is time recovery you can see. We wire automated time capture, project reporting and pipeline hygiene so leadership stops guessing at utilisation and forecast. For marketing agencies that means cleaner project ops and faster onboarding. For accounting and legal firms it means client intake, document collection and deadline tracking that runs without a partner babysitting it. The senior people stop firefighting, and the margin that was hiding in admin shows up.
Client onboarding in a flow
Engagement letters, intake forms, document requests and kickoff scheduling triggered the moment a deal closes. The client feels looked after from day one.
Project operations layer
Status updates, internal handoffs and deadline reminders automated across the tools your team already lives in. Fewer meetings about the work, more of the work.
Time and utilisation capture
Billable time captured with prompts rather than memory, and utilisation reported in real time. Leadership sees the truth without a month-end scramble.
Pipeline and reporting hygiene
Leads routed in seconds, stale deals flagged, and an honest forecast you can run the business on. The CRM stops being a graveyard.
- Onboarding packs and engagement letters assembled by hand
- Project status chased across Slack, email and meetings
- Time and utilisation guessed at rather than captured
- Document and information collection that drags for weeks
What agencies and professional firms ask us
We are a small agency. Will this feel too corporate for us?
It should feel invisible, not corporate. The aim is to remove friction quietly in the background, not to wrap your team in process. We build the lightest thing that fixes the actual bottleneck.
Is automated client communication going to feel impersonal?
Handled well, it feels more attentive, not less. Onboarding that arrives instantly and follow-ups that never slip read as a firm that has its act together. A human still leads every relationship that matters.
Are accounting and legal workflows safe to automate?
The repeatable, low-judgement parts are: intake, document collection, deadline tracking and reminders. We deliberately leave the advice and the judgement calls to your people, and build clear handoff points around them.
How do you measure the time we get back?
We agree the metric up front, usually senior hours recovered per week or onboarding time per client, and we report against it. If we miss it, we keep working.
How we build it
The systems we put into agencies and professional firms are built from a small set of proven patterns. These are the ones that come up most.
CRM automation
Pipeline hygiene, lead routing, and reporting on autopilot.
AI voice agents
Every call answered. Even the ones at 9pm on Sunday.
WhatsApp automation
Booking, qualification, follow-up, in the app they already use.
Run a agencies & professional services business?
Book a 30-minute strategy call. We will map where the time and money are leaking, and tell you the first thing we would automate. No deck, no pitch.