Enquiry to proposal
Capture the right client context, prepare a draft proposal from an approved template and give a consultant a clear review step before it goes out.
AI automation / professional services / Australia
AI automation for professional services firms
Give your people more time for advice and delivery. We connect the steps around proposals, client intake, documents and reporting, with review built in where professional judgement matters.
Where we start
Consultants, advisory teams, law firms, accounting practices and recruiters often have a different expert doing the valuable work but similar repeated handoffs around it. We start by mapping one of those handoffs, its exceptions and the systems it touches.
Client intake and onboarding
Collect documents and requirements, create the client record, assign the right tasks and make the handoff visible to the delivery team.
Document and knowledge work
Extract agreed details from supplied documents or search approved internal material, with access controls and review where mistakes carry risk.
Reporting and follow-up
Pull updates from the systems your team already uses, draft a client-ready report and flag missing information before anyone sends it.
Built around your practice
The right design depends on your CRM, document store, practice-management tools, permissions and approval requirements. We agree which information can move automatically, which outputs need a person to review, and who owns each part after handover.
Experience with enquiries and client handovers
Sales pipeline work in education and client handover work in construction illustrate the process problems that also appear around a professional services engagement. Each story identifies Callum's role and the scope delivered.
Adult education / Client work by Callum
Sales and marketing automation for high-ticket education
Built extensive sales and marketing automation pipelines for a high-ticket adult education business.
- Built automation across sales and marketing workflows.
- Connected the stages between an initial enquiry and continued follow-up.
Relevant when enquiries need several conversations, reminders and handoffs before a buyer is ready to proceed.
Read the delivery scope and workflow lessons →Construction / Client project by Callum
Faster, more consistent construction handovers
Built systems for a construction business to improve the efficiency, speed and quality of its client handover process.
- Mapped the steps and information needed for client handover.
- Built systems to reduce repeated manual coordination in that process.
Relevant when project delivery ends with repeated document collection and coordination before the customer receives a complete handover.
Read the delivery scope and workflow lessons →An example: enquiry to approved proposal
A useful first project for a consulting firm is the handoff between a new enquiry, discovery notes and a proposal. The workflow below is an illustrative design, not a claim about a client result. It gives your team a concrete process to test against its own systems.
1. Map the handoff
Record what triggers the work, the fields and documents needed, the systems involved, the person responsible and the exceptions that slow it down.
2. Automate the repeatable steps
Move approved data between systems, create tasks and draft documents from controlled templates. Keep the original records and a clear error path.
3. Review and measure
A practitioner checks advice, pricing and client-facing material. Measure turnaround time, rework and missed handoffs against the current process.
The same pattern can connect a CRM, email, document store and practice-management system. The tool choice depends on permissions, data sensitivity and the integrations your firm already has. See the proposal automation walkthrough.
What to check before automating client intake
Inputs and approvals
Decide which details the client supplies, which are verified by your team and where a professional must approve the next step. Missing or conflicting information should create a review task, not silently continue.
Handover and ownership
Agree where documents live, who can access them, how errors are flagged and who maintains the workflow after launch. An accounting practice can use our client onboarding checklist to scope a first build.
Choose how your team wants to work
Have us build it
We scope, build, test and document the workflow with your team, then hand over the system and responsibilities.
Explore operations automation →Build capability in-house
We build the difficult parts with your people and train them to maintain and extend the workflows they own.
Explore buildAutomation →Start with one client workflow
Tell us where proposals, onboarding, documents or reporting take longer than they should. We will help you scope a useful first step.
Discuss your workflow →