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View case studyProfessional services: More billable hours, fewer administrative ones
Firms run on documents, deadlines and client communication. We automate the intake, drafting, reporting and follow-up that sit between billable work, and build the portals and assistants that make a small firm feel bigger.
Sound familiar?
The problems we hear
Consulting, accounting, design, advisory and other firms that sell expertise.
- Intake and onboarding by email and spreadsheet.
- Proposals and reports assembled from scratch each time.
- Client questions that interrupt billable work.
- Knowledge locked in past projects nobody can search.
How we approach it
What we do about it
01
Intake and client portals
Structured intake, document collection and status visibility for clients.
02
Document automation
Proposals, engagement letters and reports generated from templates and data, reviewed by a person.
03
Knowledge assistants
Search and answers over past work, policies and precedents, with sources.
04
Websites that bring the right clients
Fast, accessible sites with clear service pages and booking.
Proof
Where we have done this
Real systems in production, with the business problem, what we built and how the client uses it.
Guides
Read before you decide
AI & data
15 Business Processes You Can Automate with AI
Fifteen repetitive processes small and mid-sized businesses automate most often, with what each looks like today, what to hand to software, when an…
AI & data
How to Use AI with Company Documents Without Losing Control of Your Data
A plain-language guide to using AI assistants over contracts, policies and internal documents while keeping control of your data: what leaves your…
Questions
About professional services
Can client data stay confidential with AI tools?
Yes, with the right setup: business or API plans that do not train on your data, access controls, and private hosting for sensitive content. We put the policy in writing with you.
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Document Processing & Data Entry
Invoices, applications, contracts, filings and forms arrive as PDFs and attachments.
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Free consultation
Not sure where to start?
A free 30-minute call is enough for us to tell you whether automation or custom software will pay off, what we would do first and roughly what it would cost. No preparation needed.
Or reach us directly:info@datafunction.ca+1 416-319-3884