Recover unbillable hours spent on onboarding, contract review, meeting admin, and proposal drafting. Practical automation that lets your fee-earners focus on client work.
Accountants, consultants, recruiters, and law firms share one structural problem: the highest-paid people in the business spend a third of their week on work that doesn't bill — onboarding, contract review, meeting admin, proposal drafting.
We give that time back. The use cases below are the five we see deploy fastest in UK professional-services SMEs, with the clearest ROI signal.
Common Operational Pain Points
KYC checks, ID verification, and document collection stretch across emails, spreadsheets, and manual data entry. New clients wait, and fee-earners chase paperwork instead of billing.
Every NDA, MSA, and engagement letter needs a senior review. Partners spend hours on first-pass markup that follows the same playbook every time.
Action items from client calls get lost between note-taking, CRM updates, and email follow-ups. Fee-earners spend hours on admin that should take minutes.
Teams rewrite proposals from scratch instead of drawing on past work. Slow turnaround costs winnable deals, especially on competitive tenders.
How It Works
Each workflow connects to your existing systems. No rip-and-replace required.
Trigger: New client engagement signed
Onboarding cycle drops from days to hours
Trigger: Incoming contract or engagement letter received
First-pass review time drops 70–80%
Trigger: Client meeting ends
3–5 unbillable hours recovered per fee-earner per week
Real numbers from real professional services engagements.
Faster contract first-pass review
Unbillable hours recovered per person per week
More leads enriched with same BD headcount
Client onboarding cycle (down from 3–5 days)
Professional Services
Each ships in weeks, not quarters, with a clear ROI signal. Pick one, prove the value, then scale.
Extract structured fields from passports, utility bills, articles of association, and ID & V documents. Cross-check against sanctions lists and write a clean record into your CRM or practice management system.
Onboarding cycle time drops from 3–5 days to under a day; partner sign-off has cleaner data to review.
Compare incoming NDAs, MSAs, and engagement letters against your firm's playbook. Output a redline with the position, risk grade, and a suggested counter-clause your fee-earner can accept or override.
First-pass review time drops 70–80%; firms standardise positions across fee-earners.
Record (with consent), transcribe, and structure client calls into action items, decisions, and CRM updates. The fee-earner reviews and approves rather than typing notes.
Recovers 3–5 unbillable hours per fee-earner per week; CRM data quality measurably improves.
Take a lead list or inbound form, enrich each company with public-source firmographics, news triggers, and likely buying intent, and prioritise the list for the BD team.
BD pipelines run 4–8× the volume with the same researcher headcount; conversion improves on prioritised tiers.
Searches your library of past proposals, statements of work, and capability statements to draft a first version tailored to the new client brief. Fee-earner edits and signs off.
Proposal turnaround drops from days to hours; win-rate improves through faster, more tailored responses.
Our 6-Step Approach
We help SMEs design and deploy AI-powered workflow automation that delivers real results — safely, efficiently, and with your team in control.
We map the manual process end-to-end: systems involved, current time cost, error points, and business impact.
We select the workflow with the strongest mix of pain, feasibility, and measurable ROI — so you start where it matters most.
We build a small AI-assisted workflow using your sample data, screenshots, exports, or existing documents. No dummy demos.
We add review points, exception handling, confidence thresholds, and fallback rules — so nothing runs unsupervised until you trust it.
We test the workflow with real users and measure time saved, errors reduced, and adoption issues before scaling anything.
We scale the workflow and integrate it properly — or stop if the numbers do not justify further spend. No lock-in.
A structured approach focused on real business outcomes.
Automation with the right controls, transparency, and accountability.
Measure, learn, and improve — so your operations keep getting better.
30 minutes. We identify your most time-consuming unbillable workflow, estimate the hours you can recover, and tell you honestly whether automation is worth it for your firm.
Book Your Free Audit