Bill more hours. Chase fewer emails.
Your expertise is what clients pay for — not the hours you spend on scheduling, document collection, and follow-ups. We automate the admin so you can focus on billable work.
Accounting firms, law practices, and consultancies share the same problem: too much time on admin, not enough on billable work. Client onboarding, document chasing, appointment scheduling, payment follow-ups — it all eats into revenue. We build systems that run these processes automatically, so your team can spend more time on the work clients actually pay for.
Sound familiar?
Here's what we hear most from accountants, lawyers, and consultants.
Chasing clients for documents ahead of deadlines
New client onboarding that takes days of back-and-forth
Unbilled time because tracking happens after the fact
Invoices going out late or payment follow-ups falling through
Calendar chaos — double-bookings, missed reminders, manual confirmations
Compliance and deadline tracking scattered across systems
You're not alone. These are exactly the kinds of tasks our automations are built to handle. Let's talk through yours.
Real examples
What automation looks like for Professional Services
New client → onboarding sequence starts automatically
The moment you sign a new client, they receive engagement letters, document requests, and setup instructions — collected and filed without manual follow-up.
BAS/tax deadline approaching → document chase triggered
Clients get automated reminders to submit documents, with escalating follow-ups. No more last-minute scrambles.
Appointment booked → confirmation + reminder sequence
When clients book, they get instant confirmation, calendar invites, and reminders at 48 hours and 2 hours before. No-shows drop significantly.
Work completed → invoice sent same day
Finish a job, mark it complete, and the invoice goes out immediately. No more forgetting to bill, no more revenue leakage.
Invoice overdue → payment follow-up sequence
Overdue invoices trigger a polite reminder at 7 days, a firmer nudge at 14 days, and escalation to your team at 30. Cash flow improves without awkward calls.
Something else entirely
These are just the common ones. If you've got a process that's eating your time, we can probably automate it. We build custom solutions for practices of all sizes — just tell us what's slowing you down.
How we get you there
Start with clarity, build from there. Every engagement begins with understanding.
Discovery Call
A quick chat to understand what's eating your time. No pitch, no obligation — just honest advice on whether automation makes sense for you.
Full Audit
We map how your whole business actually runs. You get a clear picture of where time is leaking and what's worth automating — even if we never work together again.
Quick Wins
Stop doing that one thing by hand. The recurring task you keep putting off? Fixed in a week or two. Low risk, fast results.
Integration Projects
Connect your systems properly. CRM to accounting, website to inventory, multi-step workflows across your business.
Ongoing Support
Someone to call when things change. Tweak workflows, add automations, keep everything running. For existing clients.
Not sure where to start? Let's talk it over, .
Common questions from professional services
Ready to reclaim your billable hours?
Book a free 20-minute call and we'll show you where automation fits in your practice.
Send a message
We'll reply within 24 hours — usually faster.
Can't wait? Call (02) 4950 4326