Industry / Professional services
More billable hours, less admin between them.
Firms that sell expertise lose it to quotes, tenders, contract checks and follow-up. These co-workers draft, check and file; your people decide.
Where it starts paying back
- Quotes and tenders — a first draft from your price list and past bids, ready for review.
- Contracts — checked against your standard positions, deviations marked.
- Meetings and reporting — notes into the CRM, figures into the monthly report.
Co-workers professional services firms start with
-
Sales & quotes
Lead Response & Follow-up
- Takes over
- Answers every new enquiry from your website, inbox or CRM within minutes with a reply drafted from your offer, logs the lead, follows up at your intervals until there is an answer.
- A person still approves
- Every reply in the first weeks; afterwards any price, discount or meeting that is promised.
- Works with
- HubSpot, Teamleader, Pipedrive, Outlook/M365, Gmail …and your ERP or CRM through its API
- Time to live
- 4 weeks
-
Finance & admin
Invoice Intake Co-worker
- Takes over
- Reads supplier invoices from the mailbox, matches them to orders and deliveries, codes them for the ledger, files them.
- A person still approves
- Anything over €5,000, without a matching order, or from a new supplier.
- Works with
- Exact Online, Winbooks, Yuki, Peppol, Outlook/Gmail …and your ERP or CRM through its API
- Time to live
- 6 weeks
-
Sales & quotes
Quote Drafter
- Takes over
- Turns a customer request into a first-draft quote from your price list, past quotes and stock levels.
- A person still approves
- Every quote before it is sent; discounts above your rule.
- Works with
- Teamleader, Odoo, HubSpot, Excel price lists …and your ERP or CRM through its API
- Time to live
- 6 weeks
-
Customer service
Customer Service (inbox and cases)
- Takes over
- Logs every inbound message as a case, answers what your approved knowledge already covers, routes the rest to the right person with a summary, keeps the customer informed until it is closed.
- A person still approves
- Any reply that changes a price, a date or a commitment; any refund, credit note or escalated complaint.
- Works with
- Outlook/M365, Gmail, Zendesk, Teamleader, Odoo …and your ERP or CRM through its API
- Time to live
- 6 weeks
-
Documents, HR & compliance
Contract Checker
- Takes over
- Reads incoming contracts and NDAs, checks them against your standard positions, marks deviations, drafts the reply.
- A person still approves
- Every deviation and every signature.
- Works with
- SharePoint, Google Drive, DocuSign …and your ERP or CRM through its API
- Time to live
- 8 weeks
-
Sales & quotes
Tender Response Assistant
- Takes over
- Reads a tender, builds the compliance matrix, drafts answers from your past bids and approved texts.
- A person still approves
- The go/no-go and every submitted page.
- Works with
- e-Procurement exports, SharePoint, Word …and your ERP or CRM through its API
- Time to live
- 8 weeks
-
Knowledge & reporting
Knowledge Answering
- Takes over
- Answers staff questions from your approved documents with the source shown — via the Knowledge Broker.
- A person still approves
- What counts as approved content; anything client-facing.
- Works with
- SharePoint, Google Drive, Copilot, Claude, ChatGPT …and your ERP or CRM through its API
- Time to live
- 10 weeks
-
Knowledge & reporting
Reporting Assembler
- Takes over
- Pulls the monthly figures from your systems, builds the report in your template, writes the first-draft commentary.
- A person still approves
- Every number's source once, then every report before it goes out.
- Works with
- Exact Online, Power BI, Excel, Google Sheets …and your ERP or CRM through its API
- Time to live
- 6 weeks
-
Documents, HR & compliance
Client Onboarding & KYC Pack
- Takes over
- Collects the documents a new client must supply, runs the identity and UBO checks against your checklist, assembles the engagement file and the letter.
- A person still approves
- Every acceptance decision and every engagement letter before it is sent.
- Works with
- Silverfin, Exact Online, SharePoint, DocuSign, your KYC provider …and your ERP or CRM through its API
- Time to live
- 6 weeks
Works with
Microsoft 365 and SharePoint, Google Workspace, HubSpot, Teamleader, Exact Online, DocuSign — and your practice system through its API.
Knowledge Broker — your files, answerable by Copilot or Claude
Professional services
Which admin job should stop reaching your consultants?
Thirty minutes to pick the job, the rules and the go-live date.