INDUSTRY · PRO-SERVICES

Client intake, document collection, and billing — automated.

Law firms, accountants, consultancies. The billable hour is sacred — everything that isn't billable should run itself.

See the top 3 automations Get all 24 — $247

Sound familiar?

What we hear from pro-services owners

Client intake forms collected via email, scanned, and re-typed
Document collection chasing clients one message at a time
Conflict checks done manually before every engagement
Invoice generation delayed by week-end or month-end bottlenecks
Time tracking feeding billing in batches instead of continuously

Free · No email needed

How we approach pro-services

Why automations fail

Most automations don't fail on day one. They fail on day 90.

An app updates, a field gets renamed, a login expires — and a workflow quietly stops. Every automation I support gets error handling and continuous monitoring, and an incident is opened as soon as something fails. On a monthly plan, the fixes are part of the deal.

See monthly plans

Automation Roadmap · $247

Ready to automate your pro-services business?

The Automation Roadmap ranks 24 automations for your business against the tools you already use, reviews your current Zapier/Make setup, and includes a 30-minute walkthrough. Delivered in 7 business days.

Get the $247 roadmap Book a fit call

Credited to your first month if you start a plan within 14 days.