WORKFLOW AUTOMATION FOR PROFESSIONAL SERVICES

Your Team Gets15 Hours Back

We build automation that fits how your firm already works. Then stay until it’s embedded.

Total Managed

7,450

Last 7 Days

29 Hours

of Smart Work

Average time reclaimed per client

0+

Typical cost reduction in year one

£0K+

Teams that fully adopt our automations

0%

From discovery call to live automation

0-day

You’ve tried to fix this before.

The spreadsheet that was meant to save time

Someone built it years ago. Now it takes longer to maintain than the work it replaced.

The tool nobody uses

You bought software, ran training, sent reminders. Six months later, the team is back to email and paper.

The agency that built and disappeared

Lovely demo. Clean handover document. But nobody on your team could actually make it work day-to-day.

We don’t build and disappear.

We build the automation. You focus on the work that matters.

View pricing →

We map before we build

We spend the first week inside your workflows — watching, asking, documenting. The automation fits how your team actually works, not the other way around.

Fixed price, no surprises

£3,995. £9,995. £24,995. You know the cost before we start. No change orders, no scope creep.

Adoption Guarantee

If your team isn’t using the automation after 30 days, we come back and fix it — at no extra cost. That’s the guarantee.

London-based, personally accountable

One person owns your project. You can call them. You can meet them. No ticket queues, no offshore handoffs.

Map → Scope → Build → Embed

1

Map

We shadow your team for a week. We document the workflows, the workarounds, and the bottlenecks nobody talks about.

2

Scope

You get a fixed price and a clear spec. No work starts until you’ve approved exactly what we’re building.

3

Build

We build the automation, test it with real data, and integrate it into the tools your team already uses.

4

Embed

This is where most agencies stop. We don’t. We train your team, watch them use it, and stay until it’s genuinely part of the routine.

Transparent Pricing. No Surprises.

Fixed price per engagement. No hidden fees. No scope creep.

One Workflow

One automation. One result. Prove the value.

e.g. Invoice processing, email triage, CV screening

£3,995
  • 1 workflow automation
  • AI integration (best-fit model)
  • Built around your actual process
  • Team training (2 hours)
  • 30-day post-launch support
  • Full documentation
  • Multiple workflows
  • Complex system integrations
  • Adoption Guarantee (optional add-on: +£750)
  • Extended support beyond 30 days
Book Discovery Call
Most Popular

Connected Workflows

Up to 3 workflows. 2 AI agents. Guaranteed adoption.

e.g. End-to-end client onboarding, month-end close suite

£9,995
Adoption Guarantee
  • Up to 3 connected workflows
  • Up to 2 custom AI agents
  • Full process mapping & documentation
  • Half-day training workshop
  • 90-day support & optimisation
  • Adoption Guarantee included
  • Unlimited automations
  • Dedicated project manager
  • Executive reporting
  • Priority/SLA-based support
Book Discovery Call

Partnership

Your automation team for 12 months.

e.g. Firm-wide automation across departments

£24,995
Adoption Guarantee
  • Unlimited workflows (12-month engagement)
  • Unlimited custom AI agents
  • Dedicated project manager
  • Executive reporting
  • Priority support (4-hour SLA)
  • Quarterly optimisation reviews
  • Services outside agreed strategic roadmap
  • Third-party software licences
  • Infrastructure hosting costs beyond standard provision
Get in Touch

Add-ons

Compliance Pack

995

Legal (SRA), Accounting (MTD), or Recruitment (IR35/AWR)

Industry Integration

1,495

Bullhorn, Vincere, Practice Management, and more

Additional AI Agent

2,495

Single-purpose or multi-function custom agent

Ongoing Support

Continue growing after launch.

Maintain

£1,995/mo

10 hrs/month

Post-launch support, monitoring, minor tweaks

Grow

£3,995/mo

25 hrs/month

Active development, new workflows monthly

Scale

£5,995/mo

40 hrs/month

Continuous transformation, dedicated account manager

Adoption Guarantee

The Adoption Guarantee

We don’t just build it and walk away. We guarantee your team actually uses it.

Usage

Active daily use by target team members

Frequency

Consistent engagement, not one-off logins

Accuracy

Outputs meet agreed quality thresholds

Satisfaction

Team rates the tool 4+ out of 5

Independence

Team operates without ongoing hand-holding

If we don’t hit all five within 90 days, we keep working at no extra cost.

Up to 70% of Costs Covered

Government grants and tax credits can significantly reduce your investment.

Example: Connected Workflows tier

Connected Workflows£9,995
Made Smarter (70%)5,947
Out-of-pocket£4,048
R&D Tax Credit (33%)1,336
Effective cost£2,712

We’ll help you identify and apply for relevant funding as part of your discovery call.

What Can You Automate?

A workflow connects your systems and automates the steps. An AI agent reads, writes, and makes decisions within those steps.

Legal

Workflows
  • Email triage & client routing
  • Document classification
  • Time recording from notes
  • Conflict checks
AI Agents
  • Contract review agent
  • Legal research assistant
  • Client communication drafter

Accounting

Workflows
  • Invoice processing to Xero/Sage
  • Bank reconciliation
  • Month-end close suite
  • VAT return prep
AI Agents
  • Financial document analyser
  • Expense categorisation agent
  • Management report generator

Recruitment

Workflows
  • CV screening & shortlisting
  • Interview scheduling
  • Timesheet collection & chasing
  • Client submission packs
AI Agents
  • Candidate matching agent
  • Job description writer
  • Compliance checker

General

Workflows
  • Email routing & auto-responses
  • Data entry from documents
  • Report generation
  • Client onboarding
AI Agents
  • Document summariser
  • Data extraction agent
  • Customer comms drafter
Example Workflow

Contractor Recruitment & Management Pipeline

  1. 1.
    TriggerNew requirement lands via email or Bullhorn/Vincere
  2. 2.
    Parse & enrichAI agent extracts role, day rate, IR35 status, required skills, location, and start date
  3. 3.
    Candidate matchingSearches your database for available contractors, scores against requirements, flags compliance gaps
  4. 4.
    Shortlist & outreachSends ranked shortlist to consultant. On approval, auto-sends personalised outreach to top candidates
  5. 5.
    Interview coordinationTracks responses, books interviews into calendar, sends confirmations
  6. 6.
    Client submissionGenerates submission pack (CV summary, rate, IR35 SDS, compliance status) with one-click approve
  7. 7.
    OnboardingGenerates contract pack, sends onboarding documents, chases outstanding items automatically
  8. 8.
    Compliance trackingMonitors RTW expiry, certification renewals, AWR 12-week period — alerts before deadlines
  9. 9.
    Timesheet collectionWeekly reminders via SMS/email/WhatsApp. Accepts timesheets from any channel
  10. 10.
    AI validationAI agent reads timesheets, extracts hours, flags discrepancies against contract terms
  11. 11.
    Client approvalSends validated timesheet for one-click sign-off. Auto-chases before payroll cut-off
  12. 12.
    Invoice generationAuto-generates invoice from approved hours, posts to Xero, triggers payment run

Currently: 8+ hours/week per consultant managing 30 contractors. After automation: consultants spend time selling, not chasing timesheets.

Example AI Agent

Contract Review Agent

  1. 1.
    ReceiveContract document (PDF/DOCX) arrives via upload or email
  2. 2.
    ExtractPulls key terms: parties, dates, obligations, payment terms, liability caps
  3. 3.
    FlagIdentifies non-standard clauses against your firm's playbook
  4. 4.
    Assess riskHighlights unlimited liability, auto-renewal, restrictive covenants
  5. 5.
    CompareChecks terms against your preferred positions
  6. 6.
    SummariseGenerates memo with traffic-light risk rating
  7. 7.
    SuggestDrafts redline suggestions for high-risk clauses
  8. 8.
    DeliverSends review pack to assigned solicitor for sign-off

Currently: 45–90 minutes per contract. After automation: 10 minutes of review.

Calculate Your ROI

See how much automation could save your team.

Step 1 of 3

What slows your team down most?

95% still using it 6 months later.

Most automation projects fail at adoption, not technology. We measure success by whether your team is still using it months after handover.

Adoption Guaranteed

We specialise in law firms, accountants, and professional services — industries where accuracy and compliance matter.

London-Based

Every engagement is scoped with clear deliverables, fixed pricing, and measurable outcomes from day one.

Fixed Pricing

If your team doesn’t adopt the automation, we provide additional training and support at no extra cost.

Questions?

Everything you need to know about working with us. Can’t find what you’re looking for? Get in touch.

Your team’s time is too expensive to waste on admin.

Book a free discovery call. We’ll look at your workflows and tell you honestly whether automation is the right move.