Professional Services & Consulting
Client documents, deadlines and billing, handled by a team that never forgets a date.
Law, accounting and consulting firms run client intake, document collection, contracts, project work and billing with agent teams, and every client-facing step waits for a person.
Work the agents take on
01A new client engagementLegal & Compliance reviews the engagement letter against your templates and marks what changed; a partner signs.Legal & Contracts
02Documents missing before a deadlineCustomer Operations chases the missing documents and keeps the deadline on the client record.Customer SuccessCRM
03Monthly billingAccounting drafts invoices from the work done; a partner approves before they go out.Accounting
Teams to start with
Legal & ContractsContracts, obligations and KVKK.ProCustomer SuccessClient accounts and requests.ProAccountingInvoices and receivables.ProCRMClients and contacts.StarterWhat a person approves
Every signature and outgoing opinionEvery message to a clientEvery invoiceNo team for this yet?We set up and run the agent team for you.