AI for Professional Services
AI for Professional Services gives a typical 20-person consultancy or agency around 15 hours a week back: proposals start from your best past work, timesheets get filled in before month end, client reports draft themselves from the project board, and invoices go out on time.
Free · 30 minutes · Yours to keep
RowanInvoice Elf
Invoices out on the first working day of the month, about a week earlier, and late payers reminded without anyone feeling awkward.
Sound familiar?
It's all up onthe office wall.
The same four headaches, pinned up every week and never quite sorted.
Every proposal starts from scratch
You've written dozens of good proposals, but nobody can find the right one. A senior person spends a day rebuilding scope, team and fees that already exist in an old folder.
Timesheets are always late
Month end arrives and a third of the team hasn't logged their time. Someone spends two days chasing, invoices go out late, and some hours never get billed at all.
Reports eat delivery time
Weekly and monthly client reports get rebuilt by hand from work that's already recorded in the project tool, the analytics account and a spreadsheet.
Nobody knows who's free
New work gets staffed from memory. One person is buried while another has half a week open, and the owner only finds out when a deadline slips.
The automations
20 automations we buildfor Professional Services.
Click any one to read exactly how it works: the steps, the software it runs in, and where you sign off. There's enough on each page to build it yourself, or we build it with you.
And 17 more, biggest saving first
- Client reporting5 hrs a week
- Billable hours chasing4 hrs a week
- Client call follow-up4 hrs a week
- CRM lead logging4 hrs a week
- Proposal drafting4 hrs a week
- Resourcing and capacity3 hrs a week
- Statements of work and client kick-off3 hrs a week
- Client and prospect research briefs3 hrs a week
- Engagement letters and client onboarding3 hrs a week
- Missing paperwork chasing3 hrs a week
- Weekly pipeline review and forecast3 hrs a week
- Pre-visit briefs3 hrs a week
- Post-visit follow-up3 hrs a week
- Project status updates3 hrs a week
- Retainer reviews and renewals2 hrs a week
- Answers from your own files2 hrs a week
- Case studies from finished jobs2 hrs a week
Hours back are typical, not promised. Yours get worked out on the call.
What it's worth
$43,700
a year back in the business, typically
19 hours a weekoff your desk.
In a typical week these jobs take 26 hours. Your elves take 19 of them. Here's the sum, shown in full, at a modest $50 an hour.
- Writing proposals5$11,500
- Chasing timesheets3.5$8,050
- Client reporting4.5$10,350
- Invoicing and payment chasing3$6,900
- Call notes and follow-ups3$6,900
19 hours back a week × 46 working weeks × $50 an hour
- Days
- earlier on month-end invoices
- 1 to 2 days
- from discovery call to proposal sent
Typical figures, not a promise. Your free live build gives you your own.
You sign off
Supervised first.Hands-off only where you say.
Your elves draft, sort, chase and remind. Anything that can't be undone, or that speaks for the business, waits for your OK.
- 01
The first few weeks
Supervised
Every draft waits for your OK before it goes anywhere.
- 02
Once you trust it
Routine ones go out
Only the kinds you pick go out on their own. The rest still wait.
- 03
From then on
Check-ups
We look after your elves and adjust them as the business changes.
At every stage
It won't be perfect. That's why a person sees anything that matters.
Portfolio and client data collection
An analyst or partner checks flagged figures against the source before anything goes into a board pack or investor update.
Proposals from past work
A partner reviews scope, fees and every commitment before anything is sent.
Your software
Keep the software you pay for.Your elves work inside it.
Every job on this page runs inside software you already use. Your team keeps working the way it does now.
The number on each is how many of the 20 jobs on this page run in it.
Using something else? We build into that instead. See all the software we work with.
Your business
- 8Google Drive
- 9HubSpot
- 3PandaDoc
- 10Google Sheets
- 5Asana
- 4Slack
- 3Xero
- 3QuickBooks
How it starts
See it working before you pay a cent.
It starts with a free 30-minute call. We build one real thing with you, on your own work, so you see exactly what this does. If there's more worth doing, you get a plan and a price in writing.
01 · 30 minutes
Free live build
Bring one job, say proposals from past work. We build it with you on the call. It's yours, whatever you decide.
02 · In writing
Your plan
What we'd build next, the hours it should save each week and the price, in writing.
03 · Built for you
We build it
Around how your business already works, inside your software. You sign off before anything goes live.
04 · Your call
Hand over or keep improving
Take it over with video guides for everything, or keep us on monthly to improve it and build what's next.
- How long does AI for a professional services firm take, and what does it cost?
- A first build is usually live in one to two weeks and runs supervised before it runs on its own. The written proposal, sent within 48 hours of the free call, shows the cost before you commit.
Free, 30 minutes, and what we build is yours.
Already know what you need? Ask about a one-off build or a retainer.
Related pages
The rest of the businessgets its hours back too.
Each page is one part of the business, with the jobs we build for it.
FAQ
What owners ask us first.
Something we haven't covered? Ask it on the call.
Will our client data be safe, and kept separate between clients?
Yes. Everything runs on accounts your firm owns, and access is set per client folder and workspace rather than left to chance. The handover pack lists every permission, and you can revoke any of them yourself.
Will AI write our advice or creative work?
No. The build handles the admin around the work: finding past material, chasing, pulling things together and drafting the routine parts. Your people own the recommendation, the design and what the client receives.
We use our own mix of tools. Will this fit?
Almost certainly. Most firms we talk to run on Google Workspace or Microsoft 365, a project tool like Asana or Monday.com, and Xero or QuickBooks. We build around what your firm already has and only suggest new software if there's no other way.
Will clients notice reports and emails are automated?
Clients mostly notice that reports arrive on time and follow-ups don't get forgotten. Everything a client sees goes out from your people's own accounts after someone on the team has read it.
Our team hates new admin tools. Will they have to learn something?
Very little. Most of the build lives in tools your team already opens every day, and the main change they'll notice is fewer chasers.
How long does AI for a professional services firm take, and what does it cost?
A first build is usually live in one to two weeks and runs supervised before it runs on its own. The written proposal, sent within 48 hours of the free call, shows the cost before you commit.
Next step
Take one job off your desk this week.
Every week you wait is another week of the same jobs done by hand. Book a free 30-minute live build and leave with your first elf working.