AI & automation for professional services
Bill more hours by automating the non-billable ones
For agencies, consultancies and firms: automate proposals, onboarding, project admin, reporting and client comms, and put AI to work on research and drafting - so more of your day is billable.
Where I help
What automation looks like in professional services
Proposals & onboarding
Automate proposal generation and client onboarding so new work starts fast and consistently.
Project & task admin
Status updates, handoffs and reporting that run themselves across your project tools.
Learn moreAI research & drafting
Copilots that draft, summarise and research from your own material, with a human approving the output.
Learn moreClient reporting
Live, branded reports generated automatically - a retention tool, not a monthly chore.
Problems I solve
The specific pains in professional services
In a firm that bills by the hour, every hour lost to admin is revenue you'll never invoice. Proposals, onboarding, status reports and research eat into billable time - and they're some of the most automatable work there is. Here's where the hours come back.
The problem
Proposals are rebuilt from scratch each time, delaying new work.
How I solve it
Proposals generate from templates and your CRM data in minutes, so you respond faster and win more of the work you quote on.
The problem
Fee earners burn billable hours on research, drafting and formatting.
How I solve it
AI copilots draft, summarise and research from your own precedents, with a human approving - reclaiming hours you can actually bill.
The problem
Monthly client reports are assembled by hand and always late.
How I solve it
Live, branded reports generate automatically from project data, turning a dreaded chore into a retention tool clients actually read.
The problem
Onboarding and project handoffs are inconsistent and things fall through.
How I solve it
Automated onboarding and handoff workflows make sure every step happens, on time, without someone chasing it.
Built with people who do the work
Your sector, your systems, your outcome
Every project starts with how your business actually runs - not a generic template. No preferred vendor, no lock-in: I tell you honestly what's worth building and then build it.
Frequently asked questions
Yes. A lot of my work is helping agencies operationalise their own delivery and build automation and AI for their clients under their brand.
It's built around them. I connect the project, CRM and finance tools you already use rather than replacing your stack.
Yes - proposals can generate from templates and your CRM data, so they go out faster and more consistently.
It drafts and summarises from your own material and a person always reviews before anything goes out - it speeds you up without removing judgement.
Yes - reports can carry your brand (or your client's) and refresh automatically from live data.
I build it. Strategy and execution come from one person - I map what's worth doing, then make it and hand it over documented, so you get a working system, not a report.
That's the default. I build around your existing systems wherever possible rather than forcing a costly rip-and-replace.
No preferred vendor. I recommend and build with whatever gets you the outcome, and I'll tell you honestly when you need less software, not more.
With a first call and, for larger work, a short readiness assessment that maps where automation pays off. You keep the roadmap either way.
I quote per project once the scope is clear, so you know the number before anything starts - a fixed-price assessment, a defined build, or an ongoing retainer.