AI Powered Legal Research Summarisation for New Matters
When a new matter opens, an AI agent searches legal databases and your firm's own precedent library, then delivers a structured research memo to the responsible lawyer within minutes. No more starting from scratch on issues your firm has already handled.
Accounting Firm Tax Client Onboarding
When a new tax client signs their engagement letter, this automation creates their profile in your practice management system, sends entity specific document requests, assigns a preparer, and books the intro call. No one on your team lifts a finger.
eSignature Completion to Folder Filing
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
Accounting Engagement Letter Automation
When a new client lands in your practice management software, this automation generates a tailored engagement letter with the right services, fees, and deadlines, sends it for electronic signature, then builds the client folder and kicks off your onboarding checklist. No chasing. No waiting.
Lease Agreement Generator for Property Management
Automatically generate customised lease agreements with the correct addenda, send them for digital signing, and trigger move in checklists the moment a tenant application is approved.
Freelancer/Subcontractor Coordination Hub
Automatically match freelancers to projects, generate agreements, provision tool access, and track deliverables alongside your internal team. One trigger replaces hours of emails, spreadsheets, and manual onboarding.
White Label Deliverable Packaging
When a deliverable is marked complete in your project management tool, an automation pulls the files, applies your client's branding to cover pages and templates, compiles everything into a polished package, and delivers it to the client portal or inbox. No manual rebranding required.
Risk Profile Questionnaire Routing and Scoring
When a client completes a risk profiling questionnaire, an automated workflow scores their responses, stores the result in your CRM with a timestamp, and flags any change from their previous assessment so the adviser knows to follow up.
Proposal Viewed Notification and Follow Up
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
Multi Client Content Approval Workflow
Automatically route creative assets to the right client contact for approval, track every response, and nudge stalled reviews. No more digging through inboxes to figure out what's been signed off.
Auto Archive Completed Project Documents
When a project closes in your PM tool, this automation collects every contract, deliverable, and sign off from across your systems, organises them into a standardised archive folder, and generates a summary PDF. No manual cleanup required.
AI Powered Statement of Work Drafter
A project manager fills out a short form after a discovery call. Within minutes, AI drafts a full Statement of Work into your branded template, routes it through Slack for internal approval, and sends it to the client for signature.
Real Estate Listing Sync Across Portals
Automatically publish and update property listings across realestate.com.au, Domain, your agency website, and other portals from a single entry in your CRM. Every price change, status update, and new photo propagates instantly.
PDF Invoice OCR to Accounting System
Automatically extract data from PDF invoices using OCR and push it straight into your accounting system. No manual data entry, no transcription errors, no wasted hours.
Site Induction Automation for New Workers
When a new worker is added to your project directory, they automatically receive a preinduction package with safety rules, emergency procedures, and a digital induction form. The system verifies their licences and flags any expired certifications before they set foot on site.
Post Call AI Summary and CRM Update
When a sales call ends, AI reads the full transcript and writes structured notes to your CRM within seconds. Key objections, budget signals, next steps, and competitor mentions are captured every time, with zero typing from your team.
Construction Subcontractor Onboarding
Automatically collect insurance certificates, W9 forms, and safety questionnaires from new subcontractors, then validate compliance with AI before they set foot on site. No email chains, no chasing paperwork, no expired certificates slipping through.
Vendor Agreement Intake and Comparison
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Time Tracked Hours to Invoice Line Items
Automatically pull approved time entries from your tracking tool, calculate billable amounts at the correct rates, and generate detailed invoices in your accounting system. No more spreadsheet wrangling at the end of every billing cycle.
Legal Client Matter Setup
When a retainer is signed, this automation creates the matter in your practice management system, builds your folder structure, triggers conflict checks, and sends the client their portal login. Thirty minutes of paralegal setup, done in under a minute.
Insurance Needs Analysis Document Generator
After a fact find meeting, your CRM data feeds straight into needs analysis formulas and produces a branded PDF document in under two minutes. No spreadsheets, no copy pasting, no formatting.
Not ready to talk yet? Start here.
Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.