40+ hours saved per week across a 20-person team
40+ hours/week reclaimed
Professional Services (SMB)
The Challenge
A 20-person professional services firm was drowning in manual work. Client data lived across 4 different systems. Onboarding new clients took 3 hours of paperwork. Weekly reporting consumed an entire day. The operations manager was the bottleneck for everything. They knew AI could help but had no idea where to start — and previous attempts with off-the-shelf tools had failed.
Our Approach
Sourced a complete map of their tools, data flows, and bottlenecks
Normalized client data from 4 systems into a single CRM truth
Enriched onboarding with AI-generated documents and smart forms
Decided automated routing rules for client assignments and priorities
Acted with end-to-end workflow automation (onboarding, reporting, follow-ups)
Verified compliance requirements were met at every automated step
Learned from usage patterns to optimize workflows over time
The Solution
- Unified CRM with automated data sync across all systems
- AI-powered client onboarding (3 hours to 20 minutes)
- Automated weekly reporting pulled from live data
- Smart follow-up sequences triggered by client activity
- Compliance documentation generated automatically
Results
40+ hours/week
Saved across the team
3 hrs → 20 min
Client onboarding reduced from 3 hours to 20 minutes
1 day → 15 min
Weekly reporting: 1 full day reduced to 15 minutes
0 errors
Data sync errors (previously ~12/month)
Ops manager freed
Operations manager freed to focus on client relationships