Business & Tech
Professional Services
Professional services firms sell time, and every hour spent on admin is an hour not billed. We automate the proposals, the timesheet chasing, and the reporting so your team’s hours go toward client work.
Where the time goes
Proposals drafted from scratch every time
Timesheets chased down at the end of every period
Client reports rebuilt manually each cycle
Leads that go cold before a follow-up call happens
What we automate
Proposal generation from your existing templates
Automated timesheet reminders and chasing
Scheduled client reporting, built automatically
AI follow-up keeps new leads engaged
What we automate
Built for professional services.
Common questions.
- Can it draft proposals in our own format?
- Yes — it works from your existing templates and past proposals, not a generic layout.
- Does it help with time tracking?
- It automates the reminders and chasing, so timesheets come in without a manager following up manually.
- What about client reporting?
- Reports are generated and sent on your schedule, always pulling current numbers.
Ready to put AI to work in your Professional Services business?
Book a free 30-minute call and we'll map out exactly what it takes.
Book a free audit30 minutes, no cost, no pitch deck