For accountants, consultants, law and advisory firms
The Professional Services Pack
For firms that bill by the hour and lose hours to admin. Every hour you spend on intake, notes and inbox is an hour you can't bill. Claw them back.
- 1Owner's inbox & admin · Start hereTriage the owner's inbox every morningGoal: start the day with a short brief instead of a wall of emailNo-code · 30 minutes · $20-$30
- 2Paperwork & complianceSummarize contracts before you sign themGoal: know the key terms before you sign, not afterNo-code · 15 minutes · $20
- 3Owner's inbox & adminTurn meeting recordings into action itemsGoal: follow-ups go out the same day as the meetingNo-code · 30 minutes · $10-$30 per user
- 4Get paid fasterChase overdue invoices without awkward phone callsGoal: every overdue invoice gets a polite nudge on schedule, without you dialingLight setup · 2-3 hours · $20-$50
- 5Run the scheduleLet clients book, reschedule and get reminders on their ownGoal: fewer no-shows, zero phone tag to rescheduleNo-code · 1-2 hours · $10-$20
- 6Hire & onboardOnboard new hires with a day-one checklist assistantGoal: new hires get answers without interrupting you all weekLight setup · Half a day · $20-$30 per user
Know someone who runs one of these?
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