AI Automation for Professional Services

We automate document processing, client onboarding, billing, reporting, and compliance workflows for law firms, accounting practices, and consulting businesses across Australia.

Common Problems We Solve

Manual Document Processing

Staff spend 15–20 hours per week manually processing contracts, invoices, forms, and client documents. We automate extraction, categorization, and data entry.

→ Save 15–20 hours/week

Client Onboarding Bottlenecks

New client onboarding takes 3–5 days with manual data entry, document collection, and compliance checks. We automate the entire workflow.

→ Reduce to 1–2 hours

Time Tracking & Billing

Manual time entry and invoice generation creates delays and errors. We automate time tracking, bill generation, and client communication.

→ 80% faster billing

Reporting & Compliance

Weekly and monthly reports take 8–12 hours to compile. We automate report generation, compliance checks, and client updates.

→ Automated reports

Specific Automations We Build

Document Processing Automation

AI-powered document extraction and processing for contracts, invoices, forms, and client documents. Automatically extracts key data, categorizes documents, and updates your systems.

  • Contract analysis & extraction
  • Invoice processing
  • Form data extraction
  • Client document categorization

Client Onboarding Workflow

Automated client onboarding that collects information, performs compliance checks, generates engagement letters, and sets up client accounts—all without manual intervention.

  • Automated data collection
  • Compliance verification
  • Engagement letter generation
  • CRM & system setup

Billing & Time Tracking

Automated time tracking, bill generation, client invoicing, and payment reminders. Integrates with your existing practice management software.

  • Automatic time capture
  • Invoice generation
  • Payment reminders
  • Revenue reporting

Typical ROI for Professional Services Firms

30–40 hours

Saved per week

$15K–$25K

Monthly value recovered

4–6 months

Payback period

Based on a typical 20-person professional services firm automating document processing, client onboarding, and billing workflows.

Ready to Automate Your Professional Services Firm?

Book a free consultation to discuss your specific workflows and identify automation opportunities.