Industries · Professional services
You bill for expertise, not for sorting your inbox.
Accountants, law firms, and consultants spend hours on intake, documents, and follow-up that nobody bills for.
Apply as a professional services businessWhere the work breaks down
- New client intake is scattered across email and calls.
- Documents are collected and checked by hand.
- Internal knowledge is locked in a few senior people.
New client onboarding
- Step 1The intake form collects details and required documents.
- Step 2Missing documents are requested automatically.
- Step 3A complete file is prepared for the professional to review.
Relevant systems
- Document processingExtract fields from invoices and forms, and flag what is missing.Explore
- Internal knowledge assistantGive staff quick answers from your own policies, with the source shown.Explore
- Contract & signature workflowsPrepare contracts from approved templates and track review and signing.Explore
- AI email assistantSort incoming email and draft replies for your approval.Explore