Industries · Professional services
Professional services firms: traceable approvals, verifiable reports, and integrated systems
For legal, accounting, and engineering firms: we build workflows and integrations that support evidence-based decisions.
What your firm gains
What we put in place at your firm
Approvals, invoice capture, and payment reconciliation appear in the nine most commonly automated processes ranked by volume, cost of errors, and risk, the same criteria used to prioritize a firm's starting point.
Traceable approvals
Requests arrive through one channel, with a record of who authorized them.
Business automation →Automatically compiled reports
The committee dashboard updates automatically, without copying information between systems.
Data & Business Intelligence →Systems that finally communicate
Synchronized CRM, ERP, and invoicing: one authoritative data source.
Systems integration →Document capture without manual data entry
The document arrives, is read, and is recorded in the accounting system.
Document processing →Requests with clear ownership and status
Every request is assigned and tracked through closure.
AI agents →How we do it
How a recorded approval works
Through the firm's existing channel, with the minimum required fields.
The workflow compiles the case file and presents it to the responsible person, who approves or rejects it.
The system is updated, the requester is notified, and everything is logged.
Our complete method is explained in our approach.
Frequently asked questions
What the committee asks before getting started
Do we need to replace the firm's existing systems?
No. We work with your existing Microsoft 365, Google Workspace, CRM, ERP, and custom APIs. Our approach is explained in systems integration, and the engine that orchestrates them is selected using the criterion-by-criterion comparison of Power Automate and n8n.
How is project investment determined?
By scope rather than hours. We agree on it in writing before development, with milestone payments. Following assessment, the proposal reflects complexity, integrations, volume, and support. Each of those elements is explained in the six factors that determine investment in an AI agent, and the cost of the manual process being replaced is estimated in the ROI calculator.
Where does the firm's and its clients' data remain?
In the firm's accounts, on its licenses and systems, with a record of every execution. Details are in security and governance.
Your internal operations should be as verifiable as the work you bill
An initial conversation is enough to define the first process and its scope.