Professional Services
Proposal, onboarding, and billing automation for agencies, consultancies, and firms billing by the hour.
Proposal, onboarding, and billing automation for agencies, consultancies, and firms billing by the hour. We start with a workflow audit, identify the highest-leverage automation, and ship it production-ready — then expand from there.
The challenges
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Proposals take days
Each proposal is hand-assembled from old documents.
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Onboarding is ad-hoc
Every client start is reinvented; steps get missed.
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Unbilled hours leak revenue
Work happens; invoices don't always follow.
How we solve them
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AI proposal drafting
Draft a tailored proposal from a call transcript in minutes.
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Templated onboarding flows
Kick-offs run themselves with automated checklists.
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Time-to-invoice pipeline
Logged work rolls into draft invoices automatically.
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Professional Services results
Professional Services
Cutting Candidate Screening Time by 70% for a Recruitment Outsourcing Firm
TalentBridge Partners, a North American recruitment outsourcing firm, was spending 6–7 minutes of recruiter time on ever...
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Professional Services
Automating 91% of Motor Claims Decisions for a European Insurer
Meridian Assurance, a Dutch insurance provider, needed faster motor claims decisions without sacrificing accuracy. Minto...
See the full result →Automate your professional services operations
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