Automation for professional services the work between your tools.
We map how consulting, accounting, and advisory firms move work today, where manual handoffs lose time or context, and which systems own each step. Then we scope the right automation with approvals, failure handling, measurement, and a clear operating owner.
Wired into the tools you already run.
We confirm the systems, permissions, APIs, webhooks, data boundaries, and failure behavior before connecting anything. The implementation follows the workflow, not a preferred platform.
What the system can own
We scope each professional services workflow around its trigger, systems, approval points, failure modes, and owner. The first release is measured against the process we agree together.
Client intake + engagement letter automation
A client intake + engagement letter automation workflow scoped around your professional services operation, its systems, approval points, failure modes, and owner. We test the path against representative data before release.
Compliance + filing automation
A compliance + filing automation workflow scoped around your professional services operation, its systems, approval points, failure modes, and owner. We test the path against representative data before release.
WIP + billing automation
A wip + billing automation workflow scoped around your professional services operation, its systems, approval points, failure modes, and owner. We test the path against representative data before release.
Client status + communication automation
A client status + communication automation workflow scoped around your professional services operation, its systems, approval points, failure modes, and owner. We test the path against representative data before release.
Scope follows the audit.
Scope follows the audit. We define the workflow, integrations, permissions, acceptance checks, monitoring, ownership, and support model before quoting the work.
Start with the audit
then scope the system.
Book a free 30-minute audit call. We’ll map the current workflow, the systems around it, and the next decision your team needs to make. If this service is not the right next step, we’ll tell you on the call.
Book your free 30-min audit callQuestions professional services operators ask first.
The questions every professional services prospect asks on the first call. Answers in writing so you can decide before booking.
What happens in the professional services automation audit?
We map the workflow, systems, handoffs, constraints, and people who own the process. Then we identify the first priority worth investigating and explain what a build would need.
How do you choose the automation tool?
We choose around the workflow, permissions, hosting, failure handling, and the team that will operate it. Make, n8n, native APIs, browser automation, or custom code may all be appropriate in different parts of the same system.
How do we measure whether it is helping?
We agree the useful signal before build: time returned, fewer manual handoffs, routing accuracy, processing quality, faster response, or another business measure. The baseline, owner, and review cadence are part of the scope.
What access and data do you need?
Access is scoped to the workflow: relevant systems, sample records, permissions, policies, and the people who can verify the result. We agree data boundaries and human review before connecting anything.
Who runs the system after launch?
You choose the operating model. We can remain the managing technical partner for monitoring and improvements, or hand over the code, access, documentation, and runbook to your team.
What we’re writing about professional services.
Latest from the kratt blog, tagged for professional services operators. Numbers, scripts, real benchmarks, everything we’d send a prospect on the first call.
Quote and Proposal Automation: From Inquiry to Signed Contract
The buyer asked for a price on Monday and got a document on the following Thursday. The writing took twenty minutes. Here is where the othe…
Customer Onboarding Automation: From Signed Contract to First Result
The deal closes, everyone celebrates, and then the new client waits. Onboarding is where a signature turns into either a working account or…
Invoice Processing Automation: Where the Retyping Goes
Every finance team is sold the same picture: an invoice arrives, a model reads it, the ledger updates. The bill lands on the person who che…
Other verticals we ship automation for.
Same Workflow systems across the tools you already run, tuned to industry-specific needs.