Business Automation for Professional Services
Client work generates admin. Proposals, onboarding packs, time tracking, billing cycles, and status updates all take time away from billable work. OpFlow builds automations that keep the back office running without the busywork.
Book a free assessmentWhere professional services firms lose time
Client onboarding paperwork
Sending engagement letters, collecting signed documents, setting up project folders, and adding contacts to your systems for every new client.
Month-end reporting cycles
Compiling timesheets, project status, and utilisation by hand at the end of every month or project phase.
Status updates and reporting
Writing and sending project status updates to clients by hand, often pulling data from multiple tools to do it.
Common automations for professional services
Client onboarding sequences
Engagement letter, intake form, welcome pack, and project folder created automatically when a new client is confirmed.
Contract approval workflows
Contracts routed for internal review and approval with tracked SLAs, escalation alerts, and audit trails.
Project milestone reporting
Status updates generated from tracked time and project milestones, sent automatically to the client at each stage.
Project status digests
Weekly or fortnightly project status summaries compiled from your project management tool and delivered to clients automatically.
How it works
Free Automation Assessment
We review your workflows and identify where automation will save the most time. You walk away with a one-page report of recommended solutions.
Build and deploy
We build your automations, test them with real data, and deploy when everything is working correctly.
Ongoing Bot Care
We monitor and maintain your automations. When something needs updating or an API changes, we handle it.
Contract approval workflow for a 22-person engineering consultancy
A 22-person engineering consultancy was losing contracts in email threads. A Microsoft Forms, Approvals, and SharePoint workflow now tracks every contract through its review stages, with breach alerts when an approver sits on a request more than 48 hours.
Read the full case study"Contracts don't disappear into someone's inbox any more."
Operations manager, engineering consultancy
See what automation could save your firm
Book a free Automation Assessment. We review your client lifecycle from proposal to delivery and identify exactly where automation will save the most time.
Book a free assessment