AI automation for professional services
Less chasing between the proposal and the work.
Keep client records, estimates, payments and task ownership connected without treating every stage of a project as the same thing.
- A starting point
- CRM contact reconciliation
- Your team owns
- Approvals and exceptions
- We look after
- Setup and monthly care
FOR PROFESSIONAL SERVICES
Choose the handoff that needs help.
CRM contact reconciliation
Keep contacts, deal records and ownership aligned across systems without silently merging customers who happen to look alike.
Quote follow-up
Keep open estimates visible and prepare timely follow-ups while stopping the sequence when the customer's status changes.
Invoice and payment reconciliation
Bring invoice and payment facts into one operational view while keeping unpaid invoices, refunds and duplicate provider records distinct.
Task handoff agent
Turn an approved instruction into a clear task in the existing board and preserve a receipt of what changed.
ONE USEFUL FIRST STEP
Start with a process you know.
Bring one recent project with a proposal, an invoice and a task handoff. We trace which system owns each fact and where someone had to reconcile the records manually.
Identify the client and the exact engagement using agreed reference fields.
Check the current estimate, invoice and payment state before selecting a next action.
Prepare a follow-up or task with its source context and responsible owner.
Send ambiguous matches, revised terms and unresolved balances to review.
Why this fits your team
Consultancies and firms delivering client projects
A client relationship can span several projects, and each project can have an estimate, invoices and payments in different systems. Matching everything by a familiar name can create the wrong follow-up or an unreliable view of what is paid.
We focus on explicit client and project references, reviewable exceptions and a clear owner for the next action. That gives the team a useful operating view while keeping professional judgment and client commitments with people.
AN EXAMPLE
Picture the handoff.
A returning client starts a second engagement. The CRM contact already exists, but the estimate belongs to the new project. The workflow links the exact engagement, keeps its payment status separate and prepares a task for the account owner.
Illustrative scenario. Tools and rules are confirmed during scoping.
Your people make the call.
The engagement owner approves scope and client communication. Your finance owner resolves accounting exceptions. Neither a proposed match nor an invoice alone should be reported as a verified payment.
A few measures that matter.
Agree on a starting point. Review what changes.
- Open estimates without a recorded next step
- Unmatched client or project records
- Tasks awaiting a clear owner
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.