Professional services

Your fee-earners are doing work nobody can bill.

Law, accounting, consulting, staffing and financial advisory firms. The constraint is never demand. It is how much of a senior person's week survives the administration around the work.

Book a discovery call →How it works

Where the hours go

The week disappears in places no timesheet records.

Intake that stalls after the win

An engagement is agreed, then sits while forms, documents and system setup crawl through three people. The client's confidence is highest on day one and lowest by day ten.

Billing chased by the people who billed

Invoices go out and follow-up falls to the fee-earner who did the work, so it happens late, inconsistently, or not at all. AR ages for reasons that have nothing to do with the client's ability to pay.

Reports rebuilt by hand every month

Utilization, realization and pipeline assembled from exports the night before a partner meeting, by someone whose time is chargeable.

Hear it working

An inbound referral, qualified and booked before the call ends.

Scripted scenario, recorded end to end. The conversation is written; the handling is what a deployed agent does on a live call.

Professional services

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Inbound referral / advisory firm

Referral logged, a liquidity event and trust structure uncovered, and an hour-long consultation booked with the practice lead.

What the agent does

Captures the referral source by name“We appreciate the referral from Mr. Sullivan.”
Opens with discovery, not a form field“What's prompting you to look into financial planning right now?”
Follows the answer into scope“Is this primarily personal wealth, or do you also have business entities, trusts, or family members you'd want included in the planning?”

What we engineer here

Four things, running whether or not anyone has a light week.

Client onboarding

Guided intake, document and form collection, conflict and eligibility checks, and status updates from engagement letter to active file.

Collections and AR

Structured follow-up on every invoice, escalation at thresholds you set, and a ledger update after each touch.

Pipeline and lead follow-up

Inbound inquiries qualified and responded to fast, referrals logged, and quiet prospects re-engaged on a cadence.

Reporting and intelligence

Utilization, realization, WIP and pipeline assembled from live systems and delivered on schedule.

Your team, multiplied

The agent carries the volume. Your people carry the judgment.

The agent runs intake, chases the invoice, books the meeting and assembles the report. What it does not do is advise. The judgment a client pays a partner for, the negotiation, the difficult conversation about scope or fees, stays exactly where it is, with more hours available for it.

That is the human in the loop. Not a person supervising every action, which would defeat the point. A person handling the small share of work where being human is the whole value: the conversation that closes, the client who is upset, the call that needs someone to read the room. How it works in detail.

Why move now

The advantage goes to whoever moves first.

Firms competing with you are deciding this year whether to add headcount or add capacity. The one that adds capacity carries a larger book on the same team, prices from a known cost base, and does it while the other is still recruiting. That gap compounds every quarter it goes unaddressed.

Name the process eating your billable week.

One discovery call is enough to size what automating it would return.

Book a discovery call →