← All industriesIndustry

Professional Services

Onboarding a client and chasing the same four documents every month is the work that never gets billed and never gets easier.

Onboarding a client and chasing the same four documents every month is the work that never gets billed and never gets easier.

What we automate first

  • /01

    Client onboarding

    Engagement letters, identity checks and document requests issued, chased and verified without anyone remembering to.

  • /02

    Document collection

    Requests, reminders and verification run automatically. The case reaches a person once the file is complete.

  • /03

    Reporting packs

    Assembled overnight from the systems that hold the numbers, with exceptions flagged rather than buried.

  • /04

    Matter and job intake

    Enquiries triaged, conflicts checked and the right person assigned before anyone opens the email.

An example automation

Client reporting packs get assembled by hand from three systems every Monday. Packs build overnight instead and land before anyone arrives, with a queue for the clients whose data never reconciles.

Professional services firm example. An illustration, not a client result.

  • n8n
  • SharePoint
  • Power BI

Questions from Professional Services firms

Is client data safe?

It stays in your systems, processed under UK GDPR in UK or EU regions, on business API tiers where prompts are not used for training. You get the data-flow diagram in writing.

Will our regulator be comfortable?

We document what the system does, what it decides and where a human signs off. That document is usually what the regulator wants to see.

Can it draft client work?

It can draft. A qualified person still approves. We build the approval step in rather than bolting it on.

Tell us the task. We'll tell you if it's worth automating.

Twenty minutes is usually enough to know. If it is not a good fit we will say so.

Book a 20-minute call