Professional Services · Systems + Execution

We work with law firms, conveyancers, family law, litigation & disputes, commercial & property, and broader professional services — to empower your business.

Empower your business

Workflow automation, applied AI, CRM operations, and embedded support roles — built to remove friction and protect senior time.

Replace “support tickets and long calls” with a system that is owned, maintained, and continuously improved.

Clear outcomes: faster turnaround, fewer drop-offs, stronger client experience, and reporting you can trust.

Systems

Process + governance

Automation

AI + workflows

Execution

Embedded roles

Built for professional services

Governed systems, not “random automations”.

Applied AI (not theatre)

Practical use-cases with measurable outcomes.

Execution you can rely on

Embedded roles to run and protect the system.

Proof in practice

Three common outcomes we deliver for law and professional services teams.

Workflow + AI automation

Reduce back-office workload

Automate intake, routing, follow-ups, and admin handling.

Intake triage + classification
Auto task assignment + reminders
Template-driven, governed workflows

Outcome: faster turnaround, fewer drop-offs, cleaner operations.

Embedded support staff

Scale execution without chaos

Dedicated roles that run the system and protect senior time.

Client service + scheduling coverage
Ops coordination + SOP enforcement
Accountability with measurable outputs

Outcome: consistent delivery and improved client experience.

CRM + bespoke support

Stop paying for endless vendor calls

We maintain and evolve your CRM as an operational asset.

Pipeline hygiene + dashboards
Automation maintenance + iteration
Bespoke workflow support (your process)

Outcome: clarity, control, and a system that actually fits.

What we do

We modernise how you operate: systems, automation, reporting, and embedded capacity.

Workflow + AI

Automation that matches reality

Reduce admin work and errors by standardising intake, routing, and follow-ups.

Intake → triage → assignment
Document workflows + templates
AI used where it actually helps

CRM Operations

Pipeline clarity + reporting

Dashboards and process that leadership can trust — maintained continuously.

Stage definitions + governance
Dashboards + KPI visibility
Ongoing iteration and hygiene

Support Roles

Execution capacity

Full-time support roles to protect your time and keep your system running.

Client service and scheduling
Ops coordination and compliance
Administration with accountability

Serviceable roles

Pick the roles that remove pressure from your team. Use the filters to narrow down.

General / Virtual Assistant

Scheduling, invoices, quotes, supplier coordination

Customer Service Representative

Calls, follow-ups, appointment confirmation

Executive Assistant

Inbox control, calendar, priorities, coordination

Compliance Assistant

Checklists, audit trails, SOP enforcement

Operations Coordinator

Task routing, process ownership, metrics

CRM Administrator

Pipeline hygiene, dashboards, automations

Virtual Sales Representative

Lead follow-up, qualification, scheduling

Data Entry Specialist

Clean records, document indexing, updates

Want a role plan that matches your workflow?

We map your process, then specify the roles and outputs that remove bottlenecks.

Get the role plan

How we deliver

Fast clarity, controlled implementation, then ongoing improvement.

Blueprint

Map your workflow, identify drop-offs, define the operating model.

Build

Implement automation, reporting, and system governance.

Embed

Deploy roles to run the system and protect senior time.

Improve

Monthly iteration and KPI tracking so the system stays sharp.

Ready to simplify operations and lift performance?

If you want systems that are owned, maintained, and improved — start here.

Outcome

Reduced admin load + clearer throughput.

Outcome

CRM reporting you can trust.

Outcome

Embedded capacity that protects senior time.

Enquire (final)

We’ll respond with a short plan and recommended next step.