Professional Services

Your expertise earns the fees.
We handle everything behind it.

Solicitors, accountants, architects, consultants, financial advisers. High-value professional services businesses lose thousands every month to admin that should be automated.

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Done-for-you setupLive in 48 hoursCancel any timeFrom $149/mo
20%
Of billable time lost to admin (avg)
42→4d
Days to payment
3 days
Typical onboarding → 90 seconds
0
Regulatory lapses with AutoPilotCompliance
The problem

Where professional services businesses
bleed time and money.

New client onboarding takes 3 days of email chains.

Engagement letters, ID verification, conflict checks, matter setup, welcome communications - all done manually over email.

↳ 2–4 hours per client → 90 seconds automated
Your outstanding WIP is $18,000. Some of it is 60 days old.

Professional services firms are chronically slow to invoice and slower to chase. Cash flow suffers while the work gets done.

↳ WIP at 60 days: most firms never collect 100%
Calls to voicemail during client meetings lose you work.

When you're with a client, your phone goes unanswered. Prospective clients call your competitors.

↳ 85% of people don't call back after voicemail
What we do for professional services

Your back office,
handled completely.

Client intake automation

Engagement letter, ID verification request, conflict check form, matter setup - all triggered in 90 seconds when a new client signs.

Billing and WIP collection

Invoices on matter milestones. Automatic reminders. Formal LBA at day 60. QuickBooks, Xero, and time-tracking integrations.

Calls handled professionally

Every call answered in your firm's name during and outside business hours.

Regulatory compliance

PII insurance, SRA/ICAEW renewal dates, CPD requirements tracked with automatic reminders.

Client reporting

Monthly or quarterly client reports auto-generated and delivered on schedule.

Thought leadership

LinkedIn and professional content published daily. Positions your firm as the expert before the prospect calls.

Real result

What happens when
the admin runs itself.

"As a solo consultant spending 20% of my time on admin, AutopilotDevs gave me that 20% back completely. My clients genuinely think I have an operations team behind me. I have AutoPilot and a clear head."

JW
James Whitmore
Management Consultant · Edinburgh
20% of work time reclaimed from admin

Ready to run your professional services
on autopilot?

Request a Demo. Our team sets everything up for you. Live in 48 hours.

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Request a DemoClear, transparent pricing Dedicated onboarding supportLive in 48 hours