Billable people doing unbillable admin
Every firm loses billable hours to the same three jobs: onboarding clients, producing documents, and chasing signatures. We build client onboarding and document automation around your matter, policy, or client workflow.
The work that shouldn't need a person
Built around your practice systems, templates, and compliance requirements.
Every business here has its own paperwork problem
Accounting & bookkeeping
- —Data entry
- —Reconciliation
- —Client onboarding
- —Document chasing
Insurance agencies
- —Quoting
- —Renewals
- —Policy admin
- —Claims intake
Legal
- —Client intake
- —Document generation and review
- —Matter management
- —Billing
Real estate & property management
- —Listings
- —Tenant screening
- —Maintenance tickets
- —Lease documents
Staffing & recruiting
- —Candidate screening
- —Interview scheduling
- —Onboarding paperwork
What we'd build for you
Firms sell hours, then burn them on admin. A new client means an onboarding packet, engagement letters, system setup, and a dozen chasing emails — all assembled by someone whose time you'd rather bill. Client onboarding software we build runs that sequence automatically, from signed engagement to kickoff.
Document automation is usually the second build: proposals, letters, agreements, and reports generated from your actual templates and live client data, so the output is indistinguishable from staff-made — minus the hour of assembly and the copy-paste errors.
Accounting firms, law practices, insurance agencies, and staffing shops all run the same triangle — intake, documents, billing. Automating it typically returns hundreds of billable hours a year, and the software runs inside your environment with your confidentiality controls.
Where the week goes today — and where it comes back
- Onboarding packets assembled by hand for every new client
- Documents drafted by editing the last client's version
- Renewals and unpaid invoices slipping through the cracks
- Client onboarding that runs itself from engagement to kickoff
- Documents generated from your real templates, indistinguishable from staff-made
- Renewals and billing chased automatically until they close
One workflow. Six weeks. Yours.
Every build runs the same four phases — scoped to the professional services workflow that pays back fastest, and nothing moves forward without your team seeing it work.
Map
One working session on how work actually flows through your operation — and which of your client and matter intake costs the most to do by hand.
Build
AI reads your messy inputs — emails, PDFs, forms — while deterministic code enforces your pricing, approvals, and data rules. Built around the tools you already run.
Ship
Live in production with your team trained, exceptions routing to a person, and every action logged from day one.
Support
Monitored and iterated as volume grows and your process changes. You own the system either way.
How Gulmen Digital turned lead-to-quote into a 5-minute job
We built Gul, an AI ops desk for Gulmen Digital — an Australian supplier of packaging machines, label printers, and finishing equipment. It qualifies inbound leads in any language, answers product questions from the live catalogue, and produces branded quotes, order confirmations, and cover letters from the company's own templates.
What professional services operators ask us
Stop wasting your people's time on what automation can do
Twenty minutes. We map the workflow costing you the most and tell you straight whether it's worth automating.
Built end to end. Most systems ship in 4–6 weeks.