Professional Services
Less admin. A sharper client experience.
For accounting, legal, HR, consulting and engineering firms: reduce admin, sharpen client experience, and grow billable hours without growing headcount.
Where firms call us first
What firms call us for
The growth tax most professional firms are paying.
By the time a practice hits 20–50 staff, the work that used to flow stops flowing. The patterns we see most:
Senior partners buried in coordination.
Intake, forms, internal questions. The work only they can do gets to wait while they answer things a system could handle.
Proposals taking longer than the actual work.
Drafting, scoping and sourcing precedents eat the whole day. The work that wins business gets delayed by the work it takes to describe the work.
AI tools nobody's really using.
Half the team has ChatGPT. Nobody has a shared way to use it, review its output, or build on what's working.
Client experience varying by who answered the phone.
Inconsistent intake, follow-up, and communication damages the brand your senior staff spent years building.
What we deploy
The agents and automations we run in professional services firms.
Most engagements combine two or three of these. We diagnose first, strategy second.
Case study
Romeo Engineering Consultants.
How Romeo Engineering reduced manual onboarding admin by 93%.
Client onboarding moved from manual OneDrive and Excel administration to a structured Microsoft 365 workflow — recovering more than 115 hours a year.
93%
Manual admin reduced
115+
Hours saved per year
< 60s
Full onboarding setup
What you walk away with
A clear "what next."
A clear view of which workflow to automate first, and what return to expect.
Real cost and timeline estimates, not ballpark ranges from a brochure.
Honest advice on what AI can and cannot do for your firm size and model.
A shared AI process your whole team uses, not just whoever found ChatGPT first.
No obligation. If it is not the right fit, we will say so directly.