Professional Services & Agencies
Client intake, internal knowledge, and delivery-process automation for firms selling expertise and time.
Overview
Consultancies, agencies, and B2B service firms sell expertise — which means the business breaks down when senior time gets consumed by admin instead of client work. We automate intake, internal knowledge retrieval, and the repetitive parts of the delivery process so expert time stays focused on what clients are actually paying for.
Where the friction is
- New client/project intake requires repetitive manual coordination
- Institutional knowledge from past engagements lives in individual employees' heads or scattered files
- Status reporting and internal handoffs eat into billable/delivery time
- Onboarding new team members takes months of shadowing to absorb firm methodology
What this looks like in practice
- An internal knowledge assistant trained on past engagement documentation so new hires and junior staff get sourced answers instantly
- Automated intake-to-kickoff workflow that removes manual coordination between sales, ops, and delivery
- A custom internal dashboard replacing spreadsheet-based project/resource tracking
Relevant services
Frequently asked questions
Scope matches firm size — a lot of what we build for smaller firms is a focused knowledge assistant or one automated workflow, not a full platform. We're direct about right-sizing during discovery, and 'small' runs wider than most people assume in this sector — the SBA's size standards for professional, scientific, and technical services (NAICS 54) classify firms as small well past $20M in annual receipts depending on the specific service line (see: https://www.sba.gov/federal-contracting/contracting-guide/size-standards).
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