Accountants · lawyers · agencies · allied health
Professional services.
Practitioners and partners do their best work an hour at a time, between admin. Move the admin off them and the firm changes shape.
Where it bleeds
The three leaks we see in 80% of professional services businesses.
01
Note-writing & filing
Practitioners doing 10–14 hours/week of note work. Founders doing the gnarly hours after dinner.
02
Client onboarding
Same intake form done five different ways across the team. Nothing connects to the file.
03
Billing chase
Aged receivables sitting at 60+ days because nobody's job is to chase them.
What we'd build
The fix. Built on your stack.
Note-writing agent: session → SOP / SOAP / matter note with practitioner approval gate
Standardised intake → file routing, no manual handoff
Billing chaser: tiered reminders, escalation only when needed
Sage Allied Health — admin per practitioner 14h/wk → 3h/wk. Practitioner NPS up 22 pts.
Ready when you are
Book a free audit call. We'll find your time-leaks.
30 minutes. We map your workflows, find the labour-heavy parts, and give you a written list of the 3 highest-leverage automations for your business. You leave with the list — whether or not we work together.
Not ready? Grab the playbook. Get the Playbook →