// Professional Services
Automation for professional services
From the first enquiry to the paid invoice, service firms repeat the same administrative steps for every client. These example workflows show where they can run on their own.
Typical operational problems
- Enquiries are qualified and answered by whoever is free.
- Proposals and contracts are rebuilt from previous documents.
- Every new client means the same onboarding checklist by hand.
- Recurring tasks depend on reminders.
- Invoices go out late and payments are chased manually.
- Partners see the state of the firm only at month end.
Systems commonly involved
Which of these can be connected, and how, is confirmed during the audit: through available APIs, webhooks, database access or custom connectors.
- CRM
- Google Workspace
- Microsoft 365
- Task manager
- Accounting system
- Вчасно
- Bank
Relevant automation examples
Example workflow: from signed contract to first invoice
Illustrative sequenceStatic view
- TriggerA contract is signed
- AutomatedThe project, folders and checklist are created from the service template
- AutomatedRecurring tasks are scheduled
- Requires approvalThe project owner approves client communications
- AutomatedThe invoice is prepared from the agreed terms
- Requires approvalThe invoice is approved before it is sent
- ResultThe payment is tracked and a reminder is prepared if it is late
Human control
- AutomatedProject setup and recurring tasks
- Requires approvalProposals, contracts and invoices
- Requires approvalPayment reminders to clients
- Human decisionScope and pricing decisions
Integrations
See which systems can be connected, grouped by category.
Show us the workflow your team still handles manually.