Your billable people are doing admin work.
Consulting firms, agencies, and legal and accounting practices sell expertise by the hour, then burn those hours on intake emails, proposals, CRM updates, and invoice chasing. We automate the admin layer so the people you bill out actually spend their time on client work.
Where firm hours actually go.
A new inquiry sits in the inbox until someone senior has time to qualify it. Every proposal starts from a hunt through old documents. The CRM is six weeks out of date because nobody enjoys data entry. Invoices go out late and get chased by a partner. None of this is client work, and all of it is automatable in 2026.
Automation for professional services firms.
Built on n8n, Make, Zapier, and the Claude and OpenAI APIs, connected to the tools your firm already runs on.
Client Intake Agents
An AI agent that reads every inquiry, qualifies it against your criteria, drafts the response, and books qualified prospects straight into a partner's calendar.
AI agent development →Proposal & SOW Drafting
Agents trained on your past proposals and templates produce a structured first draft from the discovery call notes, so partners edit instead of writing from zero.
AI agent development →CRM That Updates Itself
Pipelines that sync email, calendar, and call notes into your CRM automatically. The pipeline report becomes accurate without anyone doing data entry on a Friday.
Workflow automation →Invoicing & Collections
Time and milestone data flow into QuickBooks or Xero, invoices go out on schedule, and polite reminder sequences chase the late ones so a partner never has to.
Workflow automation →Firm Knowledge Assistant
A chat assistant grounded in your engagement history, templates, and internal policies (RAG), so institutional knowledge stops living in one partner's head.
AI chatbots & RAG →Meeting Notes to Action
Call recordings become structured summaries, CRM updates, and follow-up drafts within minutes of hanging up, in your firm's voice and format.
AI agent development →Firms we have done this for.
Automaton not only saved us money, their ideas increased sales effectiveness by approx 30%.
He was a true expert for us to lead the whole workflow automation of our service.
Start with the audit, not a big contract.
The Automation Audit is a fixed-price, two-week review of your firm's operations. You get a ranked list of what to automate, what each item should save in hours, and what it would cost to build. Pricing for everything we do is published here.
Get your admin hours back.
Book a free 30-minute discovery call. Bring the process that eats the most non-billable time; leave knowing what it would take to automate it.
Book a Free Discovery Call