Professional services automation Client work starts on day one.
Every new client means forms, engagement letters and chasing documents before the real work starts.
What changes
A flow handles the intake: it collects the forms, checks which documents are still missing and chases them politely, sends the engagement letter for signature, and sets the client up in your practice and billing systems.
Often the first flows
- Client intake and document chasing
- Engagement letters out for signature
- Time and billing into invoices
One flow, step by step
Client intake → engagement letter → billing
- TriggerClient intake formNew company · audit and tax
- AI stepCheck the documents2 of 3 received · BR missing
- ActionEngagement letter sentFor e-signature
- OutcomeClient set upPractice system and billing
What we automate here
The services behind these flows.
Is client data handled carefully?
Each flow gets the least access it needs, documents stay in the storage you already use, and the data path is written down before we build. Flows can run inside your own cloud.
Which e-signature tools do you use?
Whichever you already have — DocuSign, Adobe Acrobat Sign, Zoho Sign and others with an API.
Bring us one process that frustrates your team.
In a Flow Audit we map how it really runs, show where it leaks, and tell you honestly what is worth automating — with a fixed quote for the work.