You bill by the hour, but half your hours are spent on things you can't bill for. Lead qualification eats your mornings - sorting tyre-kickers from genuine prospects. Meeting notes pile up in a notebook that nobody reads. Invoices get sent late because chasing them is nobody's favourite job. Documents get created from scratch every time because nobody built proper templates.
Every hour you spend on admin is an hour you can't bill. At £150-£300/hour, that adds up fast.
One pack. Everything in.
The Professional Services Pack eliminates the admin tax on your practice. Leads get qualified automatically before they ever reach your calendar. Meetings get transcribed and turned into structured action items. Invoices process themselves. Documents generate from intelligent templates. And your clients get a branded portal where they can check progress, upload documents, and ask questions - without interrupting your billable work.
5 automations, built for you.
Lead qualification bot
Embedded on your website, this bot asks the right questions to determine if a prospect is a good fit: budget range, timeline, service needed, complexity level. Scores leads, books qualified ones directly into your calendar, and politely redirects poor fits. No more wasted consultation calls.
Meeting notes and actions
Records or processes your client meetings and produces structured summaries: decisions made, advice given, action items with owners and deadlines, and follow-up tasks. Integrates with your practice management system to log time and create tasks automatically.
Invoice processing automation
Extracts data from incoming invoices, matches them to purchase orders or engagements, flags discrepancies, and routes for approval. For outgoing invoices, auto-generates from timesheet data and sends with payment reminders on a schedule.
Document automation
Templates for engagement letters, NDAs, proposals, reports, and standard correspondence. Fill in the variables (client name, scope, dates, fees) and get a formatted, branded document in seconds. Version control and audit trail included.
Client portal chatbot
A branded chatbot that sits in your client portal. Answers common questions about project status, next steps, document requirements, and billing. Pulls real-time data from your systems. Reduces "just checking in" emails by 70-80%.
What changes after launch.
A consultant billing at £200/hour who saves 10 hours per week on admin reclaims £2,000/week in billable capacity. That's £104,000/year of potential revenue from a one-time £2,500 investment.
Recognise yourself?
If your business looks anything like the list opposite, this pack is built for you.
- Accountants, bookkeepers, and tax advisors
- Solicitors, barristers, and legal consultants
- Management consultants and business coaches
- Financial advisors, mortgage brokers, and IFAs
- Architects, surveyors, and engineering consultants
- Any professional who bills by the hour and drowns in admin