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 workflows hosted on Canadian-owned servers.
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 gets new clients from first inquiry to signed engagement faster.
Automated intake gets new clients from first inquiry to signed engagement faster.
Fewer Approval Bottlenecks
Automated reminders and escalations prevent delays.
Automated reminders and escalations prevent delays.
Built for client confidentiality
Complete audit trails, with workflows hosted on Canadian-owned servers.
Complete audit trails, with workflows hosted on Canadian-owned servers.
Where your data lives
Workflows run on self-hosted servers in Canadian-owned data centres, and we can design automations to keep sensitive business data in Canada when required. Designed around PIPEDA and BC's PIPA. Learn more →
Ready to see this in your workflows?
We automate the repetitive work between the systems you already use. Workflows run on Canadian-owned servers, designed around PIPEDA and BC's PIPA.