Professional Services
AI Automation and CRM for Professional Services
Law firms, consultants, and accountants sell their time, and admin eats it. We connect ChatGPT or Claude to your CRM and your documents, so the drafting, the summaries and the follow-ups stop eating your day.
The situation
A billable hour spent on a blank page is a billable hour not spent with a client.
- Most professional services firms lose time the same way: drafting something from scratch that is largely the same as the last one, chasing a signature, updating a file that should have updated itself.
- None of that requires expertise, and all of it competes with the work that actually does.
How it runs
From a blank page to a reviewed draft.
01
A request comes in
A client needs a document that looks a lot like the last one.
02
The AI drafts
Your team starts from a draft, not a blank page.
03
A partner reviews
Everything that goes out is reviewed and signed off.
04
The follow-up runs
The file updates and the routine admin runs on its own.
What we build
Can AI draft documents for our clients?
It writes the first draft. Your team reviews, edits, and approves every one.
Other industries
Real Estate
AI that follows up on every lead faster, less paperwork, and a CRM that matches how your agents sell.
Construction
Repetitive tasks handled by AI, and projects, clients, suppliers, and costs in one place.
Financial Services
Client data organized and reviewed faster, inside the security standards you already meet.
Startups
AI tools and a CRM that are quick to set up and grow as you do.
Let's look at your workflow.
What happens next
- 01Tell us what slows your team down.
- 02An honest conversation about your goals. No pitch.
- 03A clear plan with a timeline and expected outcomes.