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AI automation for professional services
Every engagement carries the same admin. Someone sends the agreement and chases the signature, raises the deposit invoice, then the final one, and only then releases the finished work. Done by hand it's slow and easy to drop, and it eats the hours you should be billing. We build the CRM automation that runs the whole deal off a single move in your pipeline.
What we typically see
- Agreements sent and chased by hand on every engagement
- Deposit and final invoices raised manually, and easy to forget
- Finished work held back while someone checks whether the invoice was paid
What changes with automation
- Agreements go out for e-signature the moment a deal moves forward
- Invoices raise themselves on a 50/50 split, deposit on signature and balance on completion
- The finished report is delivered automatically once payment lands
