Weekly Sales Pipeline Snapshot Report
A scheduled workflow pulls every open deal from your CRM each Monday morning, calculates weighted pipeline by stage and rep, flags deals going cold, and delivers a formatted summary to your inbox and Slack before the team meeting starts.
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.
Appointment to Timesheet Logger
When a completed appointment is marked as done in your scheduling tool, this automation logs the duration, client name, and service type directly to your timesheet. For billable services, it also creates the matching invoice line item with the correct hourly rate.
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.
Booking Triggered Invoice and Deposit Collection
When a high value appointment is booked, this automation creates a draft invoice in your accounting software and sends the client a payment link for a deposit. Once paid, the booking is confirmed and your team is notified, all without anyone lifting a finger.
Website Form to CRM with Instant Alert
Automatically push every website form submission into your CRM, tag it by source, and ping the right sales rep within seconds. No more leads sitting in an inbox nobody checks.
CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Escalating Overdue Payment Reminder Sequence
Automatically chase overdue invoices with a structured sequence that escalates from friendly email to SMS to team alert, so you never have to make an awkward collections call again.
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.
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 Access Provisioning
Automatically set up portal logins, shared folders, communication channels, and email list memberships the moment a new client is signed. No manual steps, no forgotten permissions, no "I can't find the folder" emails.
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.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
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.
Expiring Contract Renewal Alerts
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
Weekly Scheduling Dashboard and Gap Report
Every Monday morning, an automated scenario pulls your week's bookings from Calendly and Google Calendar, calculates fill rate against your target, identifies open gaps, and posts a formatted summary to Slack. No manual reports, no guessing, no missed revenue.
Conflict of Interest Check on New Enquiry
Every new client enquiry is automatically screened against your firm's entire matter history, flagging exact and fuzzy matches before a solicitor ever picks up the phone.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
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