AI automation & consulting for Professional Services
AI automation built for consultants, accountants, attorneys, advisors, and agencies. We help your firm answer prospects instantly, book consultations on autopilot, and stop losing billable hours to admin work.
In professional services, your revenue is your time, yet a huge share of the week leaks into work no client ever pays for: chasing intake documents, retyping the same proposal language, coordinating consultation times by email, and following up with prospects who never heard back. AI automation can absorb that repetitive load so your billable people stay billable. We can put an AI assistant on your site to answer prospects, automate the quote-to-engagement paperwork, and keep every warm lead followed up with, without adding a hire.
What we automate for Professional Services
Prospects fill out a 'request a consultation' form and don't hear back for hours or until the next business day, so they retain whoever replied first.
Envoy, our AI website chatbot, answers firm-specific questions 24/7 (practice areas, fees, process, what to bring), qualifies the inquiry, and captures the lead the moment it lands instead of leaving it in a form queue.
Booking a discovery or consultation call turns into a five-email game of calendar tag before the prospect ever sits down with you.
Our scheduling and self-booking automation lets prospects pick a slot directly against your real availability, so consultations book themselves without your front desk in the loop.
Every new engagement means rebuilding the same proposal, engagement letter, and intake checklist from scratch, then nagging the client for documents.
Document and paperwork automation generates quotes, proposals, and intake forms from your templates and routes client information between your apps, so the paperwork side of onboarding stops eating senior time.
Warm prospects who got a quote but didn't sign quietly go cold because nobody had time to circle back.
Lead follow-up automation sends timed, personalized email and SMS follow-ups to every prospect who didn't move forward, so no warm opportunity is forgotten.
Example builds for Professional Services
An Envoy AI chatbot on your site trained on your services, fee structure, and onboarding process that answers prospect questions 24/7, qualifies inquiries, and books a consultation, even after hours.
A scheduling and self-booking flow where prospects pick a consultation time against your live calendar, with automatic reminders to cut no-shows and reschedules.
A document and paperwork automation that turns an accepted quote into a proposal, engagement letter, and client intake form, then moves the collected details between your tools without manual re-entry.
A lead follow-up sequence that automatically nudges prospects who received a proposal but haven't signed, with personalized email and SMS touches over the following days.
Professional Services — FAQ
Will the AI chatbot give advice or say something off-brand to a prospective client?+
We use specific tools for proposals, billing, and documents. Can this work with our stack?+
How does an engagement actually start and what does it cost?+
Can this also keep our firm visible on social media and email?+
See what AI can do for your professional services business
Answer six quick questions and our AI builds a personalized automation proposal — exact scope and pricing, no credit card.