Automated Client Intake
Web forms and email inquiries automatically create cases/matters, assign owners, and trigger workflows.
PROFESSIONAL SERVICES
Professional Services Automation (Canada)
Automate client intake, document routing, and approval workflows for law firms, consultancies, and professional service providers—with Canadian data residency.
Typical Pain Points
Manual Intake
Client inquiries and case/matter intake require repetitive data collection and manual routing.
Client inquiries and case/matter intake require repetitive data collection and manual routing.
Document Chaos
Contracts, proposals, and deliverables trapped in email threads and shared drives.
Contracts, proposals, and deliverables trapped in email threads and shared drives.
Approval Delays
Manual approval chasing and status tracking slow project delivery.
Manual approval chasing and status tracking slow project delivery.
Our Solutions
Automatically route contracts and deliverables to the right stakeholders with version control and audit trails.
Document Routing & Storage
Automated reminders, escalations, and e-signature integration keep projects moving.
Approval Workflows
Results
Faster Client Onboarding
Automated intake reduces time from inquiry to engagement by 60%.
Automated intake reduces time from inquiry to engagement by 60%.
Fewer Approval Bottlenecks
Automated reminders and escalations prevent delays.
Automated reminders and escalations prevent delays.
Better Compliance
Complete audit trails and Canadian data residency for client confidentiality.
Complete audit trails and Canadian data residency for client confidentiality.
Client Confidentiality Protected (PIPEDA/FIPPA)
All case/matter data and client communications hosted in Canada with encryption and access controls. Learn more →
Ready to see this in your workflows?
We design, build, and operate n8n + AI automations with Canadian data residency and PIPEDA/FIPPA compliance.