Automation · Professional Services
Client Onboarding & Billing Automation
Automate new-client onboarding, engagement letters and recurring billing so partners spend time on client work, not paperwork.
Challenges in Professional Services
- New-client paperwork is assembled and sent by hand each time
- Engagement letters and conflict checks take days to process
- Time tracking and invoicing are manual and error-prone
- Recurring retainers require someone to remember to bill
Client Onboarding & Billing Automation
We automate the operational side of running a professional firm: new-client intake forms feed straight into engagement letters and conflict checks, time entries roll up into invoices automatically, and recurring retainers bill themselves on schedule. Every automated step is logged, so nothing gets billed — or missed — without a clear trail.
What you get
- Automated client-intake to engagement letter
- Time-tracking to invoice automation
- Recurring retainer billing
- Audit trail & billing alerts
What you get
Faster new-client onboardingFewer missed or late invoicesHours reclaimed from admin
Frequently asked questions
- Can it integrate with our existing practice-management software?
- Yes — we connect to common practice-management and accounting tools via their APIs, so automation sits on top of what you already use instead of replacing it.
Not sure where to start?
Tell us about your idea and we'll recommend the right approach.