AI automation built around your practice. Not bolted onto it.
Custom AI automation for professional services firms — client intake, document workflows, onboarding, reporting, follow-up. Built around your process and the tools you already use.
Three steps. No retainers, no software subscriptions, no lock-in.
Audit
A free 30-minute call. We walk through your current workflows, identify the tasks costing your team the most time, and tell you exactly what could be automated. You leave with a clear picture and a fixed price — no obligation to proceed.
Build
We design and build the automation around your actual process and the tools you already use. No off-the-shelf templates. Most builds ship in two to four weeks.
Hand Over
Your system goes live. We hand it over with full documentation and training so it runs without us. The code, the logic, the credentials — yours. No retainer, no monthly fee.
Why this works
Most automation agencies build systems you depend on them to run. The retainer is the business model — not the build. We work the opposite way.
Every project is fixed price, agreed before we start. You own the system at handover — the code, the documentation, the credentials. There’s no monthly fee, no platform you’re tied into, no automation that quietly stops working when you stop paying.
If something needs changing six months from now, you can change it yourself, hand it to anyone, or ask us. Your call. The system is yours.
Specific builds for specific practices
We work with solo and small firms across professional services. The pages below cover the specific workflows, integrations, and pain points for each.
Client intake, document workflows, onboarding, follow-up.
See builds for Law Firms →Document chasing, onboarding, deadline tracking, data entry.
See builds for Accountants →Client onboarding, suitability letters, annual reviews, admin.
See builds for Financial Advisers →Renewal reminders, quote follow-up, onboarding, compliance documentation.
See builds for Insurance Brokers →Document collection, AML checks, lender follow-up, status updates.
See builds for Mortgage Brokers →Viewing scheduling, buyer and vendor updates, offer communication.
See builds for Estate Agents →Rent chasing, maintenance triage, renewals, landlord reporting.
See builds for Letting Agents →Proposals, client reporting, research compilation, knowledge management.
See builds for Consultants →CV screening, interview scheduling, candidate onboarding, follow-up.
See builds for HR & Recruitment →Client reporting, keyword research, content briefs, rank tracking, outreach.
See builds for SEO Consultants →If your firm doesn’t fit one of the categories above, the audit call is still free. We work with most professional services firms running on the same combination of CRM, document management, and email — and most of the workflows are more similar than they look. Book the call and we’ll tell you straight whether we’re a fit.