Professional services
Billable hours lost to admin hours
In a firm that sells time, every hour spent on intake, proposals, and chasing is an hour that was not sold. The fix is structural, not motivational.
Intake qualifies before it reaches a partner
§ 01 / 05What we hear
The complaints that repeat in this trade
- Partners spend billable time on calls that were never a fit
- Proposals go out and are never followed up
- Utilisation is only visible after the month closes
- Client onboarding is a checklist somebody keeps in their head
§ 02 / 05What changes
The moves that matter here
- Qualify at intake
- A short form and assistant that filter before a partner is booked
Unqualified enquiries get a useful answer, not a meeting.
- Chase proposals
- Sent, opened, and followed up automatically
- Standardise onboarding
- The same steps every time, tracked and visible
- See utilisation live
- Current, not reconstructed at month end
- Publish expertise
- Articles that answer what clients actually search for
§ 03 / 05Constraints
What this industry does not let you skip
These are the rules we build around. A vendor who has not worked in your trade usually discovers them after the build, which is the expensive time to discover them.
Confidentiality
Client matter detail never leaves systems you control
Conflict checks
Intake captures what a conflict check needs, up front
Tone
Automation stays invisible to the client and formal in writing
§ 04 / 05Commitments
What you can hold us to here
§ 01 / 01Questions
Asked by people in this trade
Will automated intake turn away good clients?
Only if it is built as a wall. Ours answers the question the enquirer asked, then books a partner when the fit is right. People who are not a fit leave with something useful rather than a rejection.
Can this work with our document and practice management system?
If it offers an API, yes. Where it does not, we keep the automation on the intake and follow-up side and leave the system of record alone.
Solutions
Numbers from real projects in this industry will appear here as clients clear them for publication.
We already know your constraints
Thirty minutes. We will tell you which of the four leaks above is costing you most.
Free, 30 minutes, no slide deck.