Professional Services AI Automation. Done For You in 3 Weeks
Your Billable Hours Are Buried Under Admin Work
Professional service firms lose 30% of their week to scheduling, intake, and follow-up that never gets billed.
Sound Familiar?
Client scheduling eats senior staff time
12+ non-billable hours per week per team
New inquiries wait days for a response
35% of prospects go elsewhere before you reply
Onboarding and follow-ups done manually
$4,000+ in monthly capacity lost to admin drag
How We Fix It
An AI agent handles inbound inquiries, qualifies the fit, and books discovery calls directly into your calendar.
Client onboarding, intake forms, reminders, document requests, runs automatically end to end.
Follow-up sequences keep every proposal and engagement moving without a person chasing it.
Real Results
more billable time
faster inquiry response
hours back per week
weeks to live
Questions, Answered
Will it fit how we already work?
Yes, it plugs into your calendar, CRM, and intake process, so clients get a seamless experience and nothing changes for your team but the workload.
Can it handle qualifying prospects?
It screens every inquiry against your ideal-client criteria and only books calls that are worth your time.
How fast can we be live?
Done-for-you in about 3 weeks, trained on your services, scheduling rules, and onboarding steps.
The first step
Not Sure Where AI Fits? Get Your Profit Blueprint.
- Leadership discovery & workflow audit
- Profit-gap & bottleneck analysis
- AI readiness & data review
- Security & privacy assessment
- Prioritized AI opportunities
- Custom 90-day roadmap
- ROI & payback projections
- Executive findings presentation
Scoped to your company size
