What slows professional services
businesses down
New client setup takes 2 days of manual account creation, document sending, contract management, and meeting scheduling. A poor first impression that quietly erodes retention from day one.
What we build for
professional services
Client Onboarding Pipeline
New client setup triggered automatically when a contract is signed. Account creation, welcome emails, meeting booking, and CRM entry — all in 15 minutes.
- Contract signed triggers full onboarding automatically
- Portal access, welcome pack, and intro meeting all set up
- CRM entry created with all client context
- Completion notification sent to account manager
What could automation save
your professional services firm?
Calculate your estimated 12-month impact — admin hours saved, revenue recovered, ROI.
Meridian Advisory Group
Milan, Italy
22-person consultancy losing ~8% revenue to unbilled work and billing errors. Onboarding took 2 days. No contract renewal tracking. Managers spending 6h/week on reports.
Three systems: client onboarding pipeline triggered by DocuSign, weekly revenue reconciliation comparing timesheets to invoices, contract renewal tracker with tiered alerts at 90/30/7 days.
Revenue leakage from 8% to under 1% in Q1. Onboarding from 2 days to 18 minutes. Zero missed renewals in 12 months. Every manager reclaimed 6h/week.
What our clients say.
We were losing around £90K a year to unbilled work and had no idea. The reconciliation system found it in week one. It's paid for itself ten times over.
Our onboarding used to take two days and feel chaotic. Now clients have portal access, a welcome pack, and a meeting booked within 20 minutes of signing. The feedback has been incredible.
Ready to automate your professional services firm?
Book a free 30-minute audit. We'll identify your biggest automation opportunity and scope it — at no cost.