For professional services
Billable hours, not busywork.
Onboarding, engagement letters, document requests and reminders take hours nobody can bill. I automate the admin around your expertise, and keep sensitive documents in systems you control.
Sound familiar?
- 01
New clients wait days for contracts and welcome packs.
- 02
Documents arrive by email and get filed by hand.
- 03
Follow-ups and invoice reminders depend on memory.
What I build.
- 01
Client onboarding
Engagement letter, welcome email, folders and CRM entry from one signup.
- 02
Contract generation
Contracts filled from your templates and sent for signature automatically.
- 03
Document processing
Attachments parsed and filed to the right client folder, with Claude reading what rules cannot.
- 04
Invoice reminders
Overdue invoices chased politely on a schedule, with alerts to you.
The work.
Client builds are described without names. Example systems are labelled as examples.
Services that fit
