Professional Services Automation
Win More Clients Without Growing Your Back Office
New client inquiries sit for days, proposals lose to faster competitors, and billing is a month-end scramble. Taxvisory's founder manages 300 clients solo after automating the admin work.
Free 30-min audit. Written report in 48 hours.
Taxvisory manages 300 clients solo after automating document chasing, scheduling, and status updates.
80%
Less document chasing (Taxvisory)
15+ hrs/wk
Saved on scheduling (Taxvisory)
300
Clients managed solo (Taxvisory)
New client inquiries sit in inboxes while your team bills existing work
Our Solution
Every inquiry, from your website, referral form, or email, triggers an instant acknowledgment with next steps. Intake questionnaires are sent automatically, and qualified leads are routed to the right partner or team lead based on service type and capacity.
Proposals take days to draft and often lose to faster competitors
Our Solution
Templated proposals pull from your service catalog, pricing tiers, and client intake data. A first draft is generated within minutes of the intake call, ready for partner review. Automated follow-ups ensure proposals don’t sit unread.
Billing is a month-end scramble that delays cash flow
Our Solution
Time entries, project milestones, and retainer balances are tracked automatically. Invoices generate on schedule with accurate line items. Payment reminders go out before and after due dates, reducing AR days without your team chasing payments.
Client communication is scattered across email, calls, and shared drives
Our Solution
Automated status updates keep clients informed at every project milestone. Document requests, approval workflows, and meeting scheduling happen through a single coordinated system, so nothing falls between the cracks.
See It in Action
Real workflows we build for real estate teams, from lead capture to closing.
From Inquiry to Signed Engagement in 48 Hours
Challenge
A 12-person law firm receives 40+ consultation requests per month. Partners triage them manually via email. Average response time is 3 days. 30% of qualified leads choose a competitor who responded first.
Solution
Web inquiries trigger an instant confirmation with a self-service intake form. Responses are scored by practice area fit, urgency, and revenue potential. Qualified leads are auto-assigned to the right attorney with a calendar link for consultation.
Impact
Response time dropped from 3 days to under 30 minutes. Lead-to-client conversion increased 45%. Partners reclaimed 8 hours per week previously spent on triage.
“I had 300 clients and no staff. Last tax season nearly broke me, something had to change.”
Priya Chitkara
Founder, Taxvisory
Why Builts AI for Professional Services
Built for Professional Firms
Not a one-size-fits-all platform. Every automation is designed around how law firms, accounting practices, and consultancies actually operate.
Connects Your Firm’s Stack
Clio, QuickBooks, Xero, HubSpot, PandaDoc, Calendly, and major practice management tools. We integrate with what you already use.
Taxvisory Manages 300 Clients Solo
One practitioner, 300 clients, zero burnout. After automating document chasing, scheduling, and status updates, she actually plans to grow the practice.
FAQ
Frequently Asked Questions
We work with law firms, accounting practices, management consultants, marketing agencies, financial advisors, and other B2B service businesses. If your firm manages clients, projects, and billing, our automations apply.
Yes. We integrate with Clio, MyCase, PracticePanther (legal), QuickBooks, Xero, FreshBooks (accounting), and general tools like HubSpot, PandaDoc, Calendly, and Slack. Custom integrations are included.
Positively. Clients get faster responses, clearer status updates, and smoother onboarding. The automation handles operational tasks. Your team still owns the relationship and the expertise.
Most professional services firms are live within 2–3 weeks, including system integration, workflow design, and team training. You will see time savings and faster intake within the first month.
Especially a solo practitioner. Taxvisory's founder manages 300 clients alone and eliminated 80% of document chasing plus 90% of status calls. The automation handles the admin so you can focus on billable work.
Stop Losing Clients to Slow Intake and Manual Overhead
Free 30-minute call. Written report in 48 hours.