SOLUTIONSProfessional Services

Operations work for professional services firms, without the extra hires.

A firm between ten and fifty people runs on documents and follow-ups: proposals, engagement letters, monthly reports, and a steady stream of status requests from clients. The work is repeatable, none of it is what you bill for, and nobody has slack to take it on. So it happens late, by whoever is closest to it.

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Where the routine sits

  • Follow-ups on proposals and open items, tracked and sent on a defined cadence.
  • Recurring client reporting, assembled from the systems you already run.
  • Status requests that arrive in the inbox and get answered by hand.
  • Handoffs between the person who knows the file and the person who needs it.

Two building blocks fit this work

Follow-up — a deterministic follow-up cadence that hands off when a human is needed. It sends the next touch on schedule, escalates when a reply needs judgment, and logs every attempt and outcome.

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Report-Pipeline — scheduled digest reporting assembled from recorded runs, delivered to Slack or email. Every digest traces back to a recorded run.

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Both run against your system of record. Your data stays where it is — the pipeline writes back to the systems you already use.

How it runs

  1. Audit — one fixed-scope week that maps where the work actually goes in your firm.
  2. Build — the process is instrumented into a defined step graph with output contracts.
  3. Run — it operates on a schedule with telemetry, or is handed to your team after handover.
See the 30-day deploy program
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FAQAnswers

Frequently asked

Which of our processes are candidates?

The ones that repeat, follow a rule, and end up in a system of record — follow-ups, recurring reports, status routing. If a step needs judgment on every case, it stays with a person. The audit is where that line gets drawn for your firm.

We do not have a systems team. Can we still do this?

Yes. We deploy, run, and measure the pipelines. Your firm keeps working the way it does; the difference is that the routine path stops depending on someone remembering it.

How do you handle client data?

The pipelines run against your system of record. Your data stays where it is, and every run is recorded so you can see what was read, written, and when.