AI Tools for Australian Professional Services Firms
For accountants, lawyers and consultants — reduce the hours spent on intake, proposals and follow-up, and give clients a digital experience that matches the quality of your advice.
What we build for professional services.
AI-Drafted Engagement Letters
Engagement letters, proposals and reports drafted from a brief using AI — reviewed and sent by your team in a fraction of the usual time.
Secure Client Portals
Branded portals where clients upload documents, sign agreements and access reports — hosted on Aussie infrastructure, Privacy Act compliant.
LinkedIn & Google Search Campaigns
Lead campaigns targeting the decision-makers and business owners most likely to need your services, in the suburbs and sectors you serve.
Calendar & Paid Consults
Online booking with Stripe-powered payment for paid consultations — less phone tag, cleaner intake, better first impressions.
CRM Automation
Prospect follow-ups, onboarding checklists and renewal reminders triggered automatically — so nothing falls through the cracks.
Knowledge Base & Team Copilot
An internal AI assistant trained on your procedures, templates and precedents. New staff productive faster, experienced staff faster still.
Common problems, solved.
Proposals taking too long to write
AI-assisted document generation produces a first draft from a structured brief in minutes. Your team refines and sends — instead of starting from scratch.
Chasing clients for documents and signatures
Secure client portals with automated reminders mean clients upload documents and sign agreements on their own schedule — without your team following up.
Website not generating leads
A credibility-first website with thought leadership content, targeted search campaigns and clear calls to action that attract high-value enquiries.
Onboarding new clients taking too long
Automated onboarding workflows — intake forms, identity checks, portal access and welcome sequences — that run without your team's manual involvement.
Ready to grow?
Let's build something.
No lock-in contracts. No one-size-fits-all pricing. Just a conversation about what's possible for your business.
Free · No commitment · ANZ businesses only.