The Entourage AI

PROFESSIONAL SERVICES AI Workflows

Reclaim billable hours from admin work. Automate onboarding, reporting, billing, and proposals—so your team can focus on clients.

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5.0
287+ happy clients
Professional services team meeting
Business consulting session

Admin is eating your margins.

Your senior staff are drowning in non-billable work while client delivery suffers.

Utilization

Billable time leaks to admin.

Senior staff spending hours on proposals, reports, and data entry instead of client work.

20% of capacity lost to admin
Revenue

Time tracking is incomplete.

Unbilled work slips through. Time gets written off because it wasn't captured properly.

8-12% revenue leakage typical
Delivery

Reports take too long.

Hours spent gathering data, formatting documents, and chasing inputs from team members.

6+ hrs per major deliverable

Workflows we build.

Industry-specific automations designed for how professional services firms actually operate.

Client Onboarding

Automate document collection, conflict checks, system provisioning, and welcome sequences.

70% faster onboarding

Report Generation

Aggregate data from multiple sources into formatted client reports automatically.

8 hrs saved per report

Time & Billing

Capture time from calendars, emails, and systems. Auto-generate invoices from timesheets.

95% time capture rate

Proposal Automation

Generate proposals from templates, pricing rules, and CRM data. Track and follow up automatically.

3x faster proposals

Find your specialty.

We serve specific niches within professional services. Find solutions tailored to your firm type.

Agencies

Marketing, creative, digital

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Consulting

Management & strategy

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Legal

Law firms & legal services

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Accounting

CPA firms & bookkeeping

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Engineering

Engineering consultancies

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Professional Services Team
Professional Services Case Study
Verified Client

"Freed up 1.5 FTE worth of senior consultant time by automating client reporting."

Custom reporting workflow pulling data from 4 different systems into branded deliverables.

1.5FTE

Reallocated to client work

$120k

Additional billable capacity

Read full case study

Professional Services FAQ.

Yes. We work with common platforms like Clio, PracticePanther, Karbon, and custom systems. We also integrate with accounting (Xero, QuickBooks), CRM (HubSpot, Salesforce), and project management tools.
Absolutely. Many professional services firms have different workflows for different client types or engagement sizes. We build in the logic to route work differently based on client attributes.
We can auto-generate documents from templates, pull data from your systems, and maintain brand consistency. This works for proposals, reports, contracts, and other deliverables.
We take security seriously. All integrations use encrypted connections, we follow least-privilege access principles, and we can work within your firm's security requirements including SOC 2 compliance.
We work with firms from 5 to 500+ employees. The workflows scale—a smaller firm might start with one or two automations, while larger firms often run dozens of interconnected workflows.

Explore our services.

End-to-end AI workflow solutions designed for growing businesses.

AI Roadmap

Strategic audit. We map your SOPs and identify high-ROI automation opportunities.

Output

Full architectural blueprint & ROI forecast.

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AI Automator

Single workflow execution. We build, test, and deploy one specific complex process.

Output

One ops-grade workflow in 4 weeks.

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AI Accelerator

Ongoing partnership. We become your fractional AI engineering team.

Output

Continuous build & maintenance cycle.

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READY TO AUTOMATE REAL WORK?

Best fit: Ops-heavy teams $5M–$100M, reliability-first. Not for: DIY tinkering, hype chasing, cheapest vendor.

Roadmap-first. Outcome-owned. Built for live operations.

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